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ESCO Technologies
ESE

257 hedge funds and large institutions have $3.22B invested in ESCO Technologies in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 79 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $26K | Put options by funds: $13K

28% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 79

24% more capital invested

Capital invested by funds: $2.59B → $3.22B (+$628M)

1.14% more ownership

Funds ownership: 95.84% → 96.97% (+1.1%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding

Funds holding: 257 → 257 (0)

Holders
257
Holders Change
–
Holders Change %
0%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
101
Reduced
79
Closed
27
Calls
$26K
Puts
$13K
Net Calls
+$13K
Net Calls Change
+$160K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$39.5M
2
Morgan Stanley
Morgan Stanley
New York
+$35.3M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$34.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$17.7M
5
BlackRock
BlackRock
New York
+$7.32M

Top Sellers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
-$41.5M
2
RA
Royce & Associates
New York
-$11.9M
3
Millennium Management
Millennium Management
New York
-$7.82M
4
Norges Bank
Norges Bank
Norway
-$6.53M
5
EP
Edgestream Partners
New Jersey
-$5.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
226
Farther Finance Advisors
California
$5.8K +$471 +4 +10%
LI
227
LRI Investments
Florida
$5.33K – – –
CFD
228
Creative Financial Designs
Indiana
$5.03K – – –
LFA
229
LGT Financial Advisors
Texas
$4.51K – – –
Jones Financial Companies
230
Jones Financial Companies
Missouri
$4.37K +$4.01K +34 New
VCM
231
Versant Capital Management
Arizona
$4K – – –
RWM
232
Reston Wealth Management
Virginia
$3.61K +$3.3K +28 New
BCMLT
233
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.23K – – –
RIL
234
Rothschild Investment LLC
Illinois
$2.84K +$2K +17 +340%
AAP
235
Arax Advisory Partners
Colorado
$2.71K – – –
PWMG
236
Private Wealth Management Group
New Jersey
$2.71K – – –
JWA
237
JFS Wealth Advisors
Pennsylvania
$2.71K +$118 +1 +5%
WSFS
238
Wilmington Savings Fund Society
Delaware
$2.71K +$2.48K +21 New
LFG
239
Larson Financial Group
Missouri
$2.32K +$1.41K +12 +200%
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$2.19K – – –
CFGS
241
Concourse Financial Group Securities
Alabama
$1.55K +$236 +2 +20%
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$1.29K – – –
SIC
243
SJS Investment Consulting
Ohio
$1.16K – – –
CWP
244
Concord Wealth Partners
Virginia
$1.03K +$943 +8 New
CAL
245
Capital Advisors Ltd
Ohio
$1K – – –
HWM
246
Hemington Wealth Management
Virginia
$1K +$1.3K +11 New
BIA
247
Bell Investment Advisors
California
$903 – – –
DPW
248
DiNuzzo Private Wealth
Pennsylvania
$774 – – –
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$774 – – –
CA
250
Continuum Advisory
Idaho
$560 +$471 +4 New
8 9
10
11 12

ESE Hedge Fund Activity: Q3 2024 in Review

257 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q3 2024, worth a combined $3.22B — up 24% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ESE positions and 27 closed out — a net gain of 2 holders — while 101 added to existing stakes and 79 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $39.5M. The largest seller was Select Equity Group, exiting entirely with an estimated $41.5M sold.

  • 257 institutional investors held ESCO Technologies (ESE) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $3.22B of ESCO Technologies stock for Q3 2024, up 24% quarter-over-quarter.
  • 29 funds opened new ESCO Technologies positions in Q3 2024 and 27 closed out, a net change of +2 holders.
  • The largest ESCO Technologies buyer in Q3 2024 was Goldman Sachs, an estimated $39.5M added.
  • The largest ESCO Technologies seller in Q3 2024 was Select Equity Group, an estimated $41.5M sold.

Based on aggregated 13F filings for Q3 2024.