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Emcor
EME

Overview Fund Activity

527 hedge funds and large institutions have $9.31B invested in Emcor in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 157 increasing their positions, 221 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+33
Holders Change %
+6.68%
% of All Funds
8.4%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
81
Increased
157
Reduced
221
Closed
44
Calls
$26.5M
Puts
$20.1M
Net Calls
+$6.38M
Net Calls Change
+$1.85M

Top Buyers

1
BlackRock
BlackRock
New York
$1.19B
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$225M
3
Invesco
Invesco
Georgia
$193M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$747M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$68.5M

Top Sellers

1
Millennium Management
Millennium Management
New York
$44M
2
Comerica Bank
Comerica Bank
Texas
$7.42M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$60.6M
4
Victory Capital Management
Victory Capital Management
Texas
$39.9M
5
Deutsche Bank
Deutsche Bank
Germany
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
426
Narus Financial Partners
Utah
$223K +$223K +1,059 New
AWM
427
Axxcess Wealth Management
California
$221K -$24.2K -115 -10%
Wealthfront Advisers
428
Wealthfront Advisers
California
$212K +$212K +1,008 New
PWPS
429
Pinnacle Wealth Planning Services
Ohio
$208K +$208K +987 New
CT
430
Colonial Trust
South Carolina
$205K – – –
QFA
431
Quantum Financial Advisors
California
$204K +$204K +971 New
AWM
432
Altus Wealth Management
Kentucky
$204K +$204K +969 New
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$203K +$210 +1 +0.1%
QCG
434
Quadrant Capital Group
Ohio
$201K +$21.9K +104 +12%
SAM
435
Strategy Asset Managers
California
$201K +$201K +953 New
UFF
436
USA Financial Formulas
Michigan
$191K +$91.9K +437 +93%
TPCW
437
TD Private Client Wealth
New York
$186K +$46.7K +222 +34%
IPW
438
Impact Partnership Wealth
Georgia
$170K +$170K +810 New
KBC Group
439
KBC Group
Belgium
$164K +$164K +778 New
ST
440
Smithfield Trust
Pennsylvania
$158K -$48.3K -230 -23%
EWA
441
EverSource Wealth Advisors
Alabama
$154K – – –
BTI
442
Blue Trust Inc
Georgia
$150K +$94.3K +511 +169%
CFGS
443
Concourse Financial Group Securities
Alabama
$144K +$8K +38 +6%
Loomis, Sayles & Company
444
Loomis, Sayles & Company
Massachusetts
$135K +$135K +642 New
PA
445
Parallel Advisors
California
$128K +$210 +1 +0.2%
PPC
446
Park Place Capital
Alabama
$121K -$1.68K -8 -1%
Toronto Dominion Bank
447
Toronto Dominion Bank
Ontario, Canada
$118K +$106K +503 +867%
AAP
448
Arax Advisory Partners
Colorado
$113K -$45.9K -218 -29%
EBA
449
Eagle Bay Advisors
New York
$88.8K -$631 -3 -0.7%
AF
450
Advisornet Financial
Minnesota
$86.5K -$3.16K -15 -4%
16 17
18
19 20