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331 hedge funds and large institutions have $3.85B invested in Emcor in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 102 increasing their positions, 122 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

22% more capital invested

Capital invested by funds: $3.16B → $3.85B (+$688M)

2% more funds holding

Funds holding: 323331 (+8)

2.14% more ownership

Funds ownership: 92.99%95.12% (+2.1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15% less call options, than puts

Call options by funds: $890K | Put options by funds: $1.05M

16% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 122

Holders
331
Holders Change
+8
Holders Change %
+2.48%
% of All Funds
7.16%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
47
Increased
102
Reduced
122
Closed
37
Calls
$890K
Puts
$1.05M
Net Calls
-$162K
Net Calls Change
+$577K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$490M -$10.1M -148,642 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$394M -$16.4M -241,161 -4%
Victory Capital Management
3
Victory Capital Management
Texas
$143M -$5.04M -74,308 -4%
State Street
4
State Street
Massachusetts
$134M +$210K +3,095 +0.2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$105M -$3.66M -53,992 -4%
TCM
6
TimesSquare Capital Management
New York
$101M -$4.4M -64,910 -5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$99.9M -$866K -12,758 -0.9%
AL
8
AJO LP
Pennsylvania
$96.5M -$148K -2,181 -0.2%
Prudential Financial
9
Prudential Financial
New Jersey
$91.7M +$282K +4,151 +0.3%
JP Morgan Chase
10
JP Morgan Chase
New York
$87.4M -$2.49M -36,709 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$83.8M -$1.08M -15,938 -1%
Northern Trust
12
Northern Trust
Illinois
$75.8M +$1.04M +15,314 +1%
Wells Fargo
13
Wells Fargo
California
$72.7M +$10.4M +152,580 +18%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$70.2M +$4.04M +59,516 +7%
Goldman Sachs
15
Goldman Sachs
New York
$61M -$11.5M -169,795 -17%
AQR Capital Management
16
AQR Capital Management
Connecticut
$56.3M -$3.33M -49,038 -6%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$55.6M -$12.3M -181,160 -19%
SAM
18
Silvercrest Asset Management
New York
$55.1M -$779K -11,479 -2%
Norges Bank
19
Norges Bank
Norway
$51.6M +$2.51M +36,957 +6%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$50.6M -$3M -44,288 -6%
Bank of America
21
Bank of America
North Carolina
$50.4M +$13.2M +194,427 +39%
SC
22
Saturna Capital
Washington
$49.9M
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$49M +$33.8M +498,365 +290%
Man Group
24
Man Group
United Kingdom
$48.2M +$21.6M +318,333 +93%
RCAMU
25
Rothschild & Co Asset Management US
Connecticut
$42.4M +$1.02M +14,964 +3%