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374 hedge funds and large institutions have $6.25B invested in Emcor in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 118 increasing their positions, 149 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $4.53M | Put options by funds: $1.38M

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

8% more capital invested

Capital invested by funds: $5.8B → $6.25B (+$451M)

4% more funds holding

Funds holding: 361374 (+13)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.36% less ownership

Funds ownership: 94.61%93.26% (-1.4%)

21% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 149

Holders
374
Holders Change
+13
Holders Change %
+3.6%
% of All Funds
6.51%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
45
Increased
118
Reduced
149
Closed
32
Calls
$4.53M
Puts
$1.38M
Net Calls
+$3.15M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$931M +$14.4M +117,682 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$685M +$26.5M +217,107 +4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$473M +$3.2M +26,196 +0.7%
Victory Capital Management
4
Victory Capital Management
Texas
$216M +$2.3M +18,886 +1%
State Street
5
State Street
Massachusetts
$205M +$556K +4,557 +0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$197M -$56.7M -465,026 -22%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$172M +$436K +3,573 +0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$166M -$1.6M -13,120 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$149M -$18.8M -153,886 -11%
Northern Trust
10
Northern Trust
Illinois
$115M -$1.93M -15,833 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$104M -$155K -1,271 -0.1%
Wells Fargo
12
Wells Fargo
California
$103M -$14.6M -119,556 -13%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$83.2M +$665K +5,452 +0.8%
BAM
14
Burgundy Asset Management
Ontario, Canada
$80.3M +$56.1M +460,085 +240%
TCM
15
TimesSquare Capital Management
New York
$79.3M -$1.77M -14,500 -2%
Charles Schwab
16
Charles Schwab
California
$78.3M +$563K +4,612 +0.7%
JP Morgan Chase
17
JP Morgan Chase
New York
$76.4M -$16.9M -138,333 -18%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$75.5M -$218K -1,790 -0.3%
N
19
Nuveen
North Carolina
$71.5M -$19.2M -157,489 -21%
Norges Bank
20
Norges Bank
Norway
$70.1M -$932K -7,642 -1%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$66.5M +$35.2M +288,468 +115%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$66.2M -$1.84M -15,092 -3%
AllianceBernstein
23
AllianceBernstein
Tennessee
$64.9M -$6.17M -50,537 -9%
Prudential Financial
24
Prudential Financial
New Jersey
$64.3M -$14.4M -117,841 -18%
LSV Asset Management
25
LSV Asset Management
Illinois
$59.9M -$692K -5,670 -1%

EME Hedge Fund Activity: Q2 2021 in Review

374 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q2 2021, worth a combined $6.25B — up 7.8% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new EME positions and 32 closed out — a net gain of 13 holders — while 118 added to existing stakes and 149 trimmed.

The largest buyer was Burgundy Asset Management, adding an estimated $56.1M. The largest seller was Goldman Sachs, cutting an estimated $67.8M.

  • 374 institutional investors held Emcor (EME) as of Q2 2021, up from 361 in Q1 2021.
  • Funds reported $6.25B of Emcor stock for Q2 2021, up 7.8% quarter-over-quarter.
  • 45 funds opened new Emcor positions in Q2 2021 and 32 closed out, a net change of +13 holders.
  • The largest Emcor buyer in Q2 2021 was Burgundy Asset Management, an estimated $56.1M added.
  • The largest Emcor seller in Q2 2021 was Goldman Sachs, an estimated $67.8M sold.

Based on aggregated 13F filings for Q2 2021.