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Escalade
ESCA

Overview Fund Activity

61 hedge funds and large institutions have $97.5M invested in Escalade in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
23
Reduced
13
Closed
4
Calls
–
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$30K

Top Buyers

1
BlackRock
1
BlackRock
New York
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$967K
3
EI
3
EAM Investors
California
$507K
4
Barclays
4
Barclays
United Kingdom
$277K
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$206K

Top Sellers

1
NSIM
1
North Star Investment Management
Illinois
$9.72M
2
MA
2
Minerva Advisors
Pennsylvania
$10.8M
3
AWA
3
Arete Wealth Advisors
Illinois
$260K
4
EARNEST Partners
4
EARNEST Partners
Georgia
$0
5
DA
5
Denali Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFS
1
Thoroughbred Financial Services
Tennessee
$22.5M 1,120,994 – –
MA
2
Minerva Advisors
Pennsylvania
$10.8M 537,814 -15,707 -3%
BlackRock
3
BlackRock
New York
$10.7M 534,933 +79,846 +18%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.95M 495,376 +4,795 +1%
NSIM
5
North Star Investment Management
Illinois
$9.72M 483,887 -17,681 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$9.18M 457,099 -773 -0.2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.02M 199,907 +6,769 +4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.52M 125,229 +2,798 +2%
State Street
9
State Street
Massachusetts
$2.25M 111,932 -375 -0.3%
Northern Trust
10
Northern Trust
Illinois
$1.84M 91,685 +1,157 +1%
MCM
11
Mork Capital Management
California
$1.61M 80,000 – –
PBO
12
Peoples Bank (Ohio)
Ohio
$1.42M 70,632 – –
NG
13
Northstar Group
New York
$1.34M 66,500 -500 -0.7%
Morgan Stanley
14
Morgan Stanley
New York
$967K 48,126 +36,965 +331%
BCM
15
Bridgeway Capital Management
Texas
$768K 38,208 – –
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$702K 34,951 +3,408 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$608K 30,279 +1,044 +4%
LPL Financial
18
LPL Financial
California
$558K 27,780 -525 -2%
Charles Schwab
19
Charles Schwab
California
$534K 26,565 – –
Invesco
20
Invesco
Georgia
$509K 25,350 +5,757 +29%
EI
21
EAM Investors
California
$507K 25,230 +25,230 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$474K 23,614 +1,369 +6%
RWM
23
Ritholtz Wealth Management
New York
$340K 16,940 +2,056 +14%
Bank of America
24
Bank of America
North Carolina
$340K 16,902 +1,084 +7%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$294K 14,629 +1,627 +13%
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