We are live on ! Find out more

390 hedge funds and large institutions have $6.33B invested in Emcor in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 20

99% more call options, than puts

Call options by funds: $5.16M | Put options by funds: $2.59M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $5.77B → $6.33B (+$566M)

7% more funds holding

Funds holding: 366390 (+24)

0.01% more ownership

Funds ownership: 93.38%93.39% (+0.01%)

13% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 144

Holders
390
Holders Change
+24
Holders Change %
+6.56%
% of All Funds
6%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
48
Increased
125
Reduced
144
Closed
20
Calls
$5.16M
Puts
$2.59M
Net Calls
+$2.57M
Net Calls Change
+$150K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$994M +$6.32M +51,051 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$703M +$1.77M +14,271 +0.3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$474M -$2.59M -20,890 -0.6%
State Street
4
State Street
Massachusetts
$214M +$2.13M +17,194 +1%
Victory Capital Management
5
Victory Capital Management
Texas
$196M -$1.63M -13,186 -0.9%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$157M -$3.23M -26,061 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$152M -$7.36M -59,469 -5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$145M -$8.44M -68,213 -6%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$128M +$7.13M +57,562 +6%
TCM
10
TimesSquare Capital Management
New York
$116M +$20.6M +166,545 +22%
Northern Trust
11
Northern Trust
Illinois
$112M -$2.89M -23,381 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$105M -$5.32M -42,981 -5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$95.1M -$66.6M -538,213 -42%
BAM
14
Burgundy Asset Management
Ontario, Canada
$86.2M +$1.07M +8,657 +1%
Wells Fargo
15
Wells Fargo
California
$77.4M -$26.2M -211,322 -26%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$76.9M -$1.05M -8,510 -1%
Charles Schwab
17
Charles Schwab
California
$76.7M +$1.08M +8,747 +1%
JP Morgan Chase
18
JP Morgan Chase
New York
$70.8M +$90.9K +734 +0.1%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$70.6M -$14.1M -113,582 -17%
Norges Bank
20
Norges Bank
Norway
$67.1M
N
21
Nuveen
North Carolina
$66.2M -$3.33M -26,916 -5%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$64.9M -$2.36M -19,058 -4%
Bank of America
23
Bank of America
North Carolina
$60.5M +$3.63M +29,359 +7%
AllianceBernstein
24
AllianceBernstein
Tennessee
$54.8M -$2.01M -16,272 -4%
Ameriprise
25
Ameriprise
Minnesota
$53.5M +$13.1M +105,475 +33%

EME Hedge Fund Activity: Q4 2021 in Review

390 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q4 2021, worth a combined $6.33B — up 9.8% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EME positions and 20 closed out — a net gain of 28 holders — while 125 added to existing stakes and 144 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $20.6M. The largest seller was Fidelity Investments, cutting an estimated $66.6M.

  • 390 institutional investors held Emcor (EME) as of Q4 2021, up from 366 in Q3 2021.
  • Funds reported $6.33B of Emcor stock for Q4 2021, up 9.8% quarter-over-quarter.
  • 48 funds opened new Emcor positions in Q4 2021 and 20 closed out, a net change of +28 holders.
  • The largest Emcor buyer in Q4 2021 was TimesSquare Capital Management, an estimated $20.6M added.
  • The largest Emcor seller in Q4 2021 was Fidelity Investments, an estimated $66.6M sold.

Based on aggregated 13F filings for Q4 2021.