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Emcor
EME

Overview Fund Activity

784 hedge funds and large institutions have $18B invested in Emcor in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 306 increasing their positions, 269 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
784
Holders Change
+42
Holders Change %
+5.66%
% of All Funds
11.34%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.25%
New
120
Increased
306
Reduced
269
Closed
72
Calls
$162M
Puts
$79.6M
Net Calls
+$82.2M
Net Calls Change
+$26.4M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$103M
2
EIP
Epoch Investment Partners
New York
+$93.8M
3
Man Group
Man Group
United Kingdom
+$83.1M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$37.9M
5
JAM
Jupiter Asset Management
United Kingdom
+$31.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$551M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$115M
3
Invesco
Invesco
Georgia
-$69.9M
4
SPS
Susquehanna Portfolio Strategies
Pennsylvania
-$69.2M
5
Select Equity Group
Select Equity Group
New York
-$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
601
TrinityPoint Wealth
Connecticut
$299K +$299K +694 New
RW
602
Rockport Wealth
Ohio
$297K +$297K +690 New
MAM
603
McLean Asset Management
Virginia
$296K +$435 +1 +0.1%
FL
604
Fort LP
Maryland
$294K -$114K -264 -28%
WA
605
Wealth Alliance
New York
$292K -$129K -300 -31%
Kovitz Investment Group Partners
606
Kovitz Investment Group Partners
Illinois
$285K +$285K +1,050 New
CIG
607
CHB Investment Group
Pennsylvania
$285K +$285K +661 New
ACM
608
Advisors Capital Management
New Jersey
$284K +$284K +660 New
PFS
609
Prospera Financial Services
Texas
$283K +$431 +1 +0.2%
PWM
610
Paulson Wealth Management
Illinois
$282K +$1.29K +3 +0.5%
B
611
Bensler
Washington
$282K +$430 +1 +0.2%
AFG
612
Atomi Financial Group
New York
$281K -$8.61K -20 -3%
MWM
613
Mindset Wealth Management
Indiana
$281K +$281K +653 New
EI
614
Ellevest Inc
New York
$276K +$2.58K +6 +0.9%
VSQM
615
V-Square Quantitative Management
Illinois
$274K +$861 +2 +0.3%
AWA
616
Arkadios Wealth Advisors
Georgia
$272K +$34.5K +80 +15%
Koshinski Asset Management
617
Koshinski Asset Management
Illinois
$271K -$373K -867 -58%
CC
618
Capital Counsel
New York
$267K – – –
LCM
619
Lazari Capital Management
California
$266K +$22K +51 +9%
ECM
620
Evergreen Capital Management
Washington
$266K +$266K +617 New
AWA
621
Amplius Wealth Advisors
Pennsylvania
$266K -$1.29K -3 -0.5%
AAS
622
Ameritas Advisory Services
Nebraska
$263K +$2.15K +5 +0.8%
AF
623
Advisornet Financial
Minnesota
$261K – – –
DDC
624
DF Dent & Co
Maryland
$260K – – –
DWM
625
Dakota Wealth Management
Florida
$260K -$59K -137 -18%
23 24
25
26 27