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361 hedge funds and large institutions have $5.8B invested in Emcor in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 107 increasing their positions, 139 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $2.08M

72% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 32

22% more capital invested

Capital invested by funds: $4.75B → $5.8B (+$1.04B)

6% more funds holding

Funds holding: 342361 (+19)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.29% less ownership

Funds ownership: 94.9%94.61% (-0.29%)

23% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 139

Holders
361
Holders Change
+19
Holders Change %
+5.56%
% of All Funds
6.34%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
55
Increased
107
Reduced
139
Closed
32
Calls
$3.98M
Puts
$2.08M
Net Calls
+$1.9M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$834M +$68M +678,597 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$599M +$19.9M +198,037 +4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$428M +$4.33M +43,181 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$232M +$12.8M +127,383 +7%
Victory Capital Management
5
Victory Capital Management
Texas
$195M +$901K +8,992 +0.5%
State Street
6
State Street
Massachusetts
$186M -$3.71M -37,051 -2%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$156M +$255K +2,540 +0.2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$153M -$7.98M -79,609 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$152M +$6.97M +69,569 +5%
Wells Fargo
10
Wells Fargo
California
$107M -$5.06M -50,521 -5%
Northern Trust
11
Northern Trust
Illinois
$106M -$12.5M -125,001 -12%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$95.2M -$690K -6,880 -0.8%
JP Morgan Chase
13
JP Morgan Chase
New York
$85M +$5.03M +50,212 +7%
N
14
Nuveen
North Carolina
$82.7M +$249K +2,487 +0.3%
Goldman Sachs
15
Goldman Sachs
New York
$80M -$2.43M -24,194 -3%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$75.2M -$21.5M -214,052 -24%
TCM
17
TimesSquare Capital Management
New York
$73.9M -$13.8M -137,815 -17%
Prudential Financial
18
Prudential Financial
New Jersey
$71.7M -$16.7M -166,269 -21%
Charles Schwab
19
Charles Schwab
California
$70.8M +$1.24M +12,324 +2%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$69M -$12.9M -128,991 -17%
AllianceBernstein
21
AllianceBernstein
Tennessee
$64.8M +$2.73M +27,197 +5%
Norges Bank
22
Norges Bank
Norway
$64.7M -$3.19M -31,809 -5%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$61.9M -$1M -10,002 -2%
Bank of America
24
Bank of America
North Carolina
$58.4M +$3.59M +35,841 +7%
LSV Asset Management
25
LSV Asset Management
Illinois
$55.1M -$309K -3,085 -0.6%

EME Hedge Fund Activity: Q1 2021 in Review

361 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q1 2021, worth a combined $5.8B — up 22% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EME positions and 32 closed out — a net gain of 23 holders — while 107 added to existing stakes and 139 trimmed.

The largest buyer was BlackRock, adding an estimated $68M. The largest seller was Janus Henderson Group, cutting an estimated $21.5M.

  • 361 institutional investors held Emcor (EME) as of Q1 2021, up from 342 in Q4 2020.
  • Funds reported $5.8B of Emcor stock for Q1 2021, up 22% quarter-over-quarter.
  • 55 funds opened new Emcor positions in Q1 2021 and 32 closed out, a net change of +23 holders.
  • The largest Emcor buyer in Q1 2021 was BlackRock, an estimated $68M added.
  • The largest Emcor seller in Q1 2021 was Janus Henderson Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q1 2021.