We are live on ! Find out more

889 hedge funds and large institutions have $19.5B invested in Emcor in 2024 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 310 increasing their positions, 325 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 54

25% more call options, than puts

Call options by funds: $120M | Put options by funds: $95.7M

12% more funds holding

Funds holding: 791889 (+98)

6% more capital invested

Capital invested by funds: $18.3B → $19.5B (+$1.15B)

0.45% more ownership

Funds ownership: 91.44%91.89% (+0.45%)

5% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 325

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
889
Holders Change
+98
Holders Change %
+12.39%
% of All Funds
11.71%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.18%
New
165
Increased
310
Reduced
325
Closed
54
Calls
$120M
Puts
$95.7M
Net Calls
+$23.9M
Net Calls Change
-$58.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.79B +$103M +218,310 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.14B -$32.8M -69,427 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$988M -$71M -150,032 -6%
State Street
4
State Street
Massachusetts
$750M +$18.5M +39,168 +2%
Invesco
5
Invesco
Georgia
$598M +$137M +288,765 +28%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$574M -$673M -1,423,485 -53%
Select Equity Group
7
Select Equity Group
New York
$483M +$7.84M +16,563 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$463M +$12.1M +25,502 +3%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$301M -$36.6M -77,401 -10%
Norges Bank
10
Norges Bank
Norway
$300M -$11M -23,323 -3%
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$298M +$12.3K +26 +4%
Northern Trust
12
Northern Trust
Illinois
$250M +$48.6M +102,738 +23%
Morgan Stanley
13
Morgan Stanley
New York
$242M -$2.75M -5,810 -1%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$232M -$18.7M -39,426 -7%
First Trust Advisors
15
First Trust Advisors
Illinois
$225M +$61.1M +129,186 +35%
AQR Capital Management
16
AQR Capital Management
Connecticut
$222M +$27.7M +58,483 +14%
BAM
17
Burgundy Asset Management
Ontario, Canada
$219M +$3.69M +7,799 +2%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$197M +$35.8M +75,578 +21%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$180M -$17.8M -37,555 -9%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$180M -$27.9M -58,967 -13%
UBS AM
21
UBS AM
Illinois
$166M +$14.7M +31,158 +9%
Charles Schwab
22
Charles Schwab
California
$157M -$2.24M -4,731 -1%
Mirae Asset Global ETFs Holdings
23
Mirae Asset Global ETFs Holdings
Hong Kong
$147M +$8.32M +17,585 +6%
Man Group
24
Man Group
United Kingdom
$145M -$40.1M -84,810 -21%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$141M +$12.4M +26,305 +9%