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791 hedge funds and large institutions have $18.3B invested in Emcor in 2024 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 308 increasing their positions, 272 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $162M | Put options by funds: $79.6M

73% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 70

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

15% more capital invested

Capital invested by funds: $15.9B → $18.3B (+$2.43B)

13% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 272

6% more funds holding

Funds holding: 746791 (+45)

1.29% less ownership

Funds ownership: 92.73%91.44% (-1.3%)

Holders
791
Holders Change
+45
Holders Change %
+6.03%
% of All Funds
11.36%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.24%
New
121
Increased
308
Reduced
272
Closed
70
Calls
$162M
Puts
$79.6M
Net Calls
+$82.2M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EMAM
601
Encompass More Asset Management
California
$315K +$276K +732 New
BWP
602
Balboa Wealth Partners
Arizona
$314K +$1.13K +3 +0.4%
WA
603
Wealthstream Advisors
New York
$307K +$7.17K +19 +3%
JCIA
604
Jackson Creek Investment Advisors
Colorado
$305K +$268K +709 New
GWP
605
Gen-Wealth Partners
Michigan
$304K +$377 +1 +0.1%
SFA
606
Sequoia Financial Advisors
Ohio
$300K +$20.4K +54 +8%
TW
607
TrinityPoint Wealth
Connecticut
$299K +$262K +694 New
RW
608
Rockport Wealth
Ohio
$297K +$260K +690 New
MAM
609
McLean Asset Management
Virginia
$296K +$377 +1 +0.1%
FL
610
Fort LP
Maryland
$294K -$99.6K -264 -28%
WA
611
Wealth Alliance
New York
$292K -$113K -300 -31%
Kovitz Investment Group Partners
612
Kovitz Investment Group Partners
Illinois
$285K +$396K +1,050 New
CIG
613
CHB Investment Group
Pennsylvania
$285K +$249K +661 New
ACM
614
Advisors Capital Management
New Jersey
$284K +$249K +660 New
PFS
615
Prospera Financial Services
Texas
$283K +$377 +1 +0.2%
PWM
616
Paulson Wealth Management
Illinois
$282K +$1.13K +3 +0.5%
B
617
Bensler
Washington
$282K +$377 +1 +0.2%
AFG
618
Atomi Financial Group
New York
$281K -$7.55K -20 -3%
MWM
619
Mindset Wealth Management
Indiana
$281K +$246K +653 New
EI
620
Ellevest Inc
New York
$276K +$2.27K +6 +0.9%
VSQM
621
V-Square Quantitative Management
Illinois
$274K +$755 +2 +0.3%
AWA
622
Arkadios Wealth Advisors
Georgia
$272K +$30.2K +80 +15%
Koshinski Asset Management
623
Koshinski Asset Management
Illinois
$271K -$327K -867 -58%
CC
624
Capital Counsel
New York
$267K
LCM
625
Lazari Capital Management
California
$266K +$19.2K +51 +9%