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ESCO Technologies
ESE

194 hedge funds and large institutions have $1.91B invested in ESCO Technologies in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.54% more ownership

Funds ownership: 95.06% → 96.59% (+1.5%)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

6% less funds holding

Funds holding: 206 → 194 (-12)

17% less capital invested

Capital invested by funds: $2.28B → $1.91B (-$379M)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

Holders
194
Holders Change
-12
Holders Change %
-5.83%
% of All Funds
4.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
67
Reduced
67
Closed
34
Calls
$964K
Puts
–
Net Calls
+$964K
Net Calls Change
+$1.03M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.5M
2
RA
Royce & Associates
New York
+$40.8M
3
Victory Capital Management
Victory Capital Management
Texas
+$31M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$9.74M
5
State Street
State Street
Massachusetts
+$5.04M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.6M
2
CIP
Chartwell Investment Partners
Pennsylvania
-$17M
3
Northern Trust
Northern Trust
Illinois
-$12.7M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$12.5M
5
Stifel Financial
Stifel Financial
Missouri
-$9.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
226
Concourse Financial Group Securities
Alabama
– -$2.92K -32 Closed
EW
227
Evoke Wealth
California
– -$2.96K -32 Closed
6 7 8 9
10

ESE Hedge Fund Activity: Q1 2020 in Review

194 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2020, worth a combined $1.91B — down 17% from $2.28B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ESE and 24 opened new positions — a net loss of 10 holders — while 67 trimmed existing stakes and 67 added.

The largest buyer was Fidelity Investments, adding an estimated $43.5M. The largest seller was Wellington Management Group, cutting an estimated $35.6M.

  • 194 institutional investors held ESCO Technologies (ESE) as of Q1 2020, down from 206 in Q4 2019.
  • Funds reported $1.91B of ESCO Technologies stock for Q1 2020, down 17% quarter-over-quarter.
  • 24 funds opened new ESCO Technologies positions in Q1 2020 and 34 closed out, a net change of -10 holders.
  • The largest ESCO Technologies buyer in Q1 2020 was Fidelity Investments, an estimated $43.5M added.
  • The largest ESCO Technologies seller in Q1 2020 was Wellington Management Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2020.