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366 hedge funds and large institutions have $5.77B invested in Emcor in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 148 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $4.96M | Put options by funds: $2.54M

0.12% more ownership

Funds ownership: 93.26%93.38% (+0.12%)

2% less funds holding

Funds holding: 374366 (-8)

8% less capital invested

Capital invested by funds: $6.25B → $5.77B (-$481M)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 148

Holders
366
Holders Change
-8
Holders Change %
-2.14%
% of All Funds
6.41%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
31
Increased
118
Reduced
148
Closed
35
Calls
$4.96M
Puts
$2.54M
Net Calls
+$2.42M
Net Calls Change
-$730K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$894M +$23.1M +193,118 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$635M -$6.32M -52,744 -0.9%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$432M -$11.5M -96,261 -3%
State Street
4
State Street
Massachusetts
$192M -$83.5K -697 -0%
Victory Capital Management
5
Victory Capital Management
Texas
$179M -$24.6M -205,343 -12%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$148M -$38.1M -317,841 -20%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$145M -$16M -133,428 -10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$144M -$11.2M -93,869 -7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$140M -$381K -3,177 -0.3%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$109M +$48.4M +403,825 +75%
Northern Trust
11
Northern Trust
Illinois
$104M -$3.24M -27,034 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$100M +$2.49M +20,816 +2%
Wells Fargo
13
Wells Fargo
California
$94.5M -$1.61M -13,461 -2%
TCM
14
TimesSquare Capital Management
New York
$86.1M +$12.3M +102,515 +16%
BAM
15
Burgundy Asset Management
Ontario, Canada
$77.1M +$1.92M +15,995 +2%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$77M -$983K -8,202 -1%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$70.7M -$108K -901 -0.1%
Charles Schwab
18
Charles Schwab
California
$68.5M -$5.05M -42,137 -7%
JP Morgan Chase
19
JP Morgan Chase
New York
$64M -$7.79M -65,032 -10%
N
20
Nuveen
North Carolina
$63.1M -$4.02M -33,571 -6%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$61M -$988K -8,248 -2%
Norges Bank
22
Norges Bank
Norway
$60.8M -$5.08M -42,404 -7%
LSV Asset Management
23
LSV Asset Management
Illinois
$53.8M -$2.4M -20,057 -4%
AllianceBernstein
24
AllianceBernstein
Tennessee
$51.5M -$9.63M -80,333 -15%
Bank of America
25
Bank of America
North Carolina
$51.4M -$4.51M -37,601 -8%

EME Hedge Fund Activity: Q3 2021 in Review

366 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q3 2021, worth a combined $5.77B — down 7.7% from $6.25B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of EME and 31 opened new positions — a net loss of 4 holders — while 148 trimmed existing stakes and 118 added.

The largest buyer was Lord, Abbett & Co, adding an estimated $48.4M. The largest seller was Fidelity Investments, cutting an estimated $38.1M.

  • 366 institutional investors held Emcor (EME) as of Q3 2021, down from 374 in Q2 2021.
  • Funds reported $5.77B of Emcor stock for Q3 2021, down 7.7% quarter-over-quarter.
  • 31 funds opened new Emcor positions in Q3 2021 and 35 closed out, a net change of -4 holders.
  • The largest Emcor buyer in Q3 2021 was Lord, Abbett & Co, an estimated $48.4M added.
  • The largest Emcor seller in Q3 2021 was Fidelity Investments, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2021.