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Escalade
ESCA

Overview Fund Activity

59 hedge funds and large institutions have $72.6M invested in Escalade in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
20
Reduced
16
Closed
6
Calls
$62K
Puts
$25K
Net Calls
+$37K
Net Calls Change
+$23K

Top Buyers

1
IA
Inspire Advisors
Idaho
+$401K
2
BlackRock
BlackRock
New York
+$292K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$200K
4
HWM
Hohimer Wealth Management
Washington
+$166K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$158K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$677K
2
Invesco
Invesco
Georgia
-$388K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$306K
4
HIM
Hillsdale Investment Management
Ontario, Canada
-$197K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$129K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
1
Thoroughbred Financial Services
Tennessee
$15.8M – – –
BlackRock
2
BlackRock
New York
$7.7M +$292K +20,735 +4%
MA
3
Minerva Advisors
Pennsylvania
$7.52M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.13M +$128K +9,077 +2%
NSIM
5
North Star Investment Management
Illinois
$6.98M -$29.8K -2,116 -0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$6.45M +$169 +12 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3M -$108K -7,653 -3%
Morgan Stanley
8
Morgan Stanley
New York
$2.95M -$677K -48,096 -19%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.69M -$94.1K -6,687 -5%
State Street
10
State Street
Massachusetts
$1.61M -$54.5K -3,875 -3%
Northern Trust
11
Northern Trust
Illinois
$1.28M -$19.3K -1,372 -1%
DLP
12
De Lisle Partners
United Kingdom
$1.18M +$70.1K +5,000 +6%
MCM
13
Mork Capital Management
California
$1.13M – – –
PBO
14
Peoples Bank (Ohio)
Ohio
$994K – – –
NG
15
Northstar Group
New York
$936K – – –
IA
16
Inspire Advisors
Idaho
$606K +$401K +28,503 +195%
BCM
17
Bridgeway Capital Management
Texas
$559K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$477K +$2.92K +208 +0.6%
Charles Schwab
19
Charles Schwab
California
$374K – – –
LPL Financial
20
LPL Financial
California
$345K -$17.3K -1,228 -5%
PCG
21
Prosperity Consulting Group
Maryland
$316K -$92.3K -6,561 -23%
AWA
22
Arete Wealth Advisors
Illinois
$292K +$84.3K +6,059 +41%
Goldman Sachs
23
Goldman Sachs
New York
$289K +$144K +10,221 +99%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$266K +$200K +14,204 +302%
Citadel Advisors
25
Citadel Advisors
Florida
$250K +$129K +9,196 +107%
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