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ESCO Technologies
ESE

182 hedge funds and large institutions have $2.29B invested in ESCO Technologies in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 60

1% less funds holding

Funds holding: 183 → 182 (-1)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

1.09% less ownership

Funds ownership: 94.58% → 93.49% (-1.1%)

15% less capital invested

Capital invested by funds: $2.68B → $2.29B (-$395M)

Holders
182
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
3.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
65
Reduced
60
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$63.2M
2
Capital International Investors
Capital International Investors
California
+$20.1M
3
GCM
Geneva Capital Management
Wisconsin
+$12M
4
Norges Bank
Norges Bank
Norway
+$8.28M
5
Victory Capital Management
Victory Capital Management
Texas
+$7.73M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.3M
2
Brown Advisory
Brown Advisory
Maryland
-$30.3M
3
BlackRock
BlackRock
New York
-$24.8M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$24.6M
5
SAM
Silvercrest Asset Management
New York
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$17.2M -$100K -993 -0.5%
Morgan Stanley
27
Morgan Stanley
New York
$16M +$5.03M +49,873 +41%
Ameriprise
28
Ameriprise
Minnesota
$15.1M -$230K -2,282 -1%
N
29
Nuveen
North Carolina
$14.8M +$1.06M +10,537 +7%
Bank of America
30
Bank of America
North Carolina
$10.9M -$759K -7,526 -6%
CAM
31
Congress Asset Management
Massachusetts
$9.11M +$1.86M +18,471 +23%
MOACM
32
Mutual of America Capital Management
New York
$8.89M +$793K +7,865 +9%
CIC
33
Crawford Investment Counsel
Georgia
$8.34M +$1.08M +10,692 +14%
Comerica Bank
34
Comerica Bank
Texas
$8.18M -$314K -3,116 -3%
BAMCO Inc
35
BAMCO Inc
New York
$8.12M – – –
GIA
36
GHP Investment Advisors
Colorado
$7.99M +$199K +1,969 +2%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$7.73M +$663K +6,569 +9%
PPA
38
Parametric Portfolio Associates
Washington
$6.76M -$1.03M -10,187 -12%
Goldman Sachs
39
Goldman Sachs
New York
$6.46M +$2.91M +28,856 +72%
Legal & General Group
40
Legal & General Group
United Kingdom
$6.37M -$1.81M -17,913 -21%
ZCM
41
Ziegler Capital Management
Illinois
$5.9M -$4.11M -40,717 -63%
Swiss National Bank
42
Swiss National Bank
Switzerland
$5.38M -$212K -2,100 -4%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.36M +$351K +3,482 +6%
MGWM
44
Marks Group Wealth Management
Minnesota
$5.36M +$751K +7,448 +15%
KCM
45
Kennedy Capital Management
Missouri
$5.08M +$47.1K +467 +0.9%
JP Morgan Chase
46
JP Morgan Chase
New York
$5.02M +$310K +3,077 +6%
AllianceBernstein
47
AllianceBernstein
Tennessee
$3.81M +$231K +2,290 +6%
AACP
48
Advantage Alpha Capital Partners
California
$3.64M +$1.75M +17,342 +81%
CS
49
Credit Suisse
Switzerland
$3.64M -$239K -2,370 -6%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$3.43M +$3.68M +36,536 New
1
2
3 4 5

ESE Hedge Fund Activity: Q2 2021 in Review

182 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q2 2021, worth a combined $2.29B — down 15% from $2.68B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ESE and 24 opened new positions — a net loss of 1 holder — while 60 trimmed existing stakes and 65 added.

The largest buyer was Champlain Investment Partners, adding an estimated $63.2M. The largest seller was Fidelity Investments, cutting an estimated $43.3M.

  • 182 institutional investors held ESCO Technologies (ESE) as of Q2 2021, down from 183 in Q1 2021.
  • Funds reported $2.29B of ESCO Technologies stock for Q2 2021, down 15% quarter-over-quarter.
  • 24 funds opened new ESCO Technologies positions in Q2 2021 and 25 closed out, a net change of -1 holder.
  • The largest ESCO Technologies buyer in Q2 2021 was Champlain Investment Partners, an estimated $63.2M added.
  • The largest ESCO Technologies seller in Q2 2021 was Fidelity Investments, an estimated $43.3M sold.

Based on aggregated 13F filings for Q2 2021.