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Emcor
EME

Overview Fund Activity

655 hedge funds and large institutions have $15.1B invested in Emcor in 2024 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 191 increasing their positions, 261 reducing their positions, and 48 closing their positions.

Holders
655
Holders Change
+91
Holders Change %
+16.13%
% of All Funds
9.5%
Holding in Top 10
24
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+118.18%
% of All Funds
0.35%
New
141
Increased
191
Reduced
261
Closed
48
Calls
$97.7M
Puts
$42.9M
Net Calls
+$54.9M
Net Calls Change
+$63.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.58B
2
Select Equity Group
2
Select Equity Group
New York
$477M
3
Invesco
3
Invesco
Georgia
$427M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$137M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$125M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$177M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$1.05B
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$4.8M
4
BlackRock
4
BlackRock
New York
$1.81B
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$189M
Name Market Value Shares Shares
Change 		Shares
Change %
IBOK
601
Independence Bank of Kentucky
Kentucky
$33.3K 95 +95 New
OA
602
Operose Advisors
Wisconsin
$30.5K 87 – –
FFA
603
Frazier Financial Advisors
Ohio
$29.4K 84 +28 +50%
VSQM
604
V-Square Quantitative Management
Illinois
$28K 80 +80 New
Toronto Dominion Bank
605
Toronto Dominion Bank
Ontario, Canada
$27K 77 -63 -45%
VAG
606
VisionPoint Advisory Group
Texas
$25.2K 72 -3 -4%
PWMG
607
Private Wealth Management Group
New Jersey
$24.5K 70 – –
AIC
608
Archer Investment Corporation
Indiana
$23.1K 66 – –
JWM
609
Janiczek Wealth Management
Colorado
$22.8K 65 – –
PCMC
610
Planning Capital Management Corporation
Pennsylvania
$21.7K 62 – –
SAM
611
Smartleaf Asset Management
Massachusetts
$21.1K 60 +4 +7%
WWP
612
WR Wealth Planners
Missouri
$20.3K 58 +58 New
AIM
613
Anchor Investment Management
South Carolina
$19.6K 56 +56 New
CA
614
Continuum Advisory
Idaho
$19.5K 51 +51 New
GWM
615
Geneos Wealth Management
Colorado
$18.2K 52 – –
AA
616
Addison Advisors
Vermont
$17.2K 49 – –
RFG
617
REAP Financial Group
Texas
$16.8K 48 +9 +23%
FFA
618
Farther Finance Advisors
California
$16K 45 +5 +13%
CWC
619
Carolinas Wealth Consulting
North Carolina
$15.8K 45 -3 -6%
PCFFS
620
Pacific Center for Financial Services
California
$14.4K 41 +41 New
Mitsubishi UFJ Asset Management
621
Mitsubishi UFJ Asset Management
Japan
$14K 40 – –
CPG
622
Cornerstone Planning Group
New Jersey
$13.8K 38 – –
VCM
623
Versant Capital Management
Arizona
$12.3K 35 -17 -33%
PWMG
624
Prestige Wealth Management Group
New Jersey
$12.3K 35 – –
RS
625
Rakuten Securities
Japan
$11.2K 32 +31 +3,100%
23 24
25
26 27