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Escalade
ESCA

Overview Fund Activity

66 hedge funds and large institutions have $73.5M invested in Escalade in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
25
Reduced
16
Closed
2
Calls
$147K
Puts
$30K
Net Calls
+$117K
Net Calls Change
+$80K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$535K
2
OSAM
2
O'Shaughnessy Asset Management
Connecticut
$217K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$155K
4
Deutsche Bank
4
Deutsche Bank
Germany
$189K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$90.5K
3
Squarepoint
3
Squarepoint
New York
$0
4
DLP
4
De Lisle Partners
United Kingdom
$1.13M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.16M
Name Market Value Shares Shares
Change 		Shares
Change %
TFS
1
Thoroughbred Financial Services
Tennessee
$16M 1,120,994 – –
BlackRock
2
BlackRock
New York
$7.89M 552,861 +5,732 +1%
MA
3
Minerva Advisors
Pennsylvania
$7.68M 537,814 – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.16M 501,645 -4,819 -1%
NSIM
5
North Star Investment Management
Illinois
$7.11M 497,713 +1,509 +0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$6.52M 456,711 -1,765 -0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.05M 213,452 +34 +0%
Morgan Stanley
8
Morgan Stanley
New York
$2.2M 154,338 -55,612 -26%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.82M 127,446 +7,659 +6%
State Street
10
State Street
Massachusetts
$1.63M 113,856 -500 -0.4%
Northern Trust
11
Northern Trust
Illinois
$1.3M 90,786 +76 +0.1%
MCM
12
Mork Capital Management
California
$1.14M 80,000 – –
DLP
13
De Lisle Partners
United Kingdom
$1.13M 78,529 -5,357 -6%
PBO
14
Peoples Bank (Ohio)
Ohio
$959K 67,126 -3,506 -5%
NG
15
Northstar Group
New York
$950K 66,500 – –
IA
16
Inspire Advisors
Idaho
$587K 41,105 -1,987 -5%
BCM
17
Bridgeway Capital Management
Texas
$567K 39,708 – –
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$535K 37,474 +18,560 +98%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$499K 34,965 +1,017 +3%
Charles Schwab
20
Charles Schwab
California
$411K 28,786 +2,221 +8%
Goldman Sachs
21
Goldman Sachs
New York
$394K 27,561 +7,008 +34%
AWA
22
Arete Wealth Advisors
Illinois
$306K 20,929 -46 -0.2%
LPL Financial
23
LPL Financial
California
$296K 20,756 -3,736 -15%
PCG
24
Prosperity Consulting Group
Maryland
$293K 20,523 -1,939 -9%
Bank of America
25
Bank of America
North Carolina
$247K 17,269 +2,510 +17%
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