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ESCO Technologies
ESE

194 hedge funds and large institutions have $1.88B invested in ESCO Technologies in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

7% more funds holding

Funds holding: 182 → 194 (+12)

4% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 67

0.33% more ownership

Funds ownership: 93.49% → 93.83% (+0.33%)

18% less capital invested

Capital invested by funds: $2.29B → $1.88B (-$402M)

Holders
194
Holders Change
+12
Holders Change %
+6.59%
% of All Funds
3.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
70
Reduced
67
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$20.8M
2
Millennium Management
Millennium Management
New York
+$18.2M
3
RA
Royce & Associates
New York
+$12.6M
4
CB
Commerce Bank
Missouri
+$7.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.25M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$48.3M
2
BlackRock
BlackRock
New York
-$26.7M
3
Macquarie Group
Macquarie Group
Australia
-$10M
4
SAM
Silvercrest Asset Management
New York
-$6.07M
5
Capital International Investors
Capital International Investors
California
-$5.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$13.7M -$490K -5,537 -3%
N
27
Nuveen
North Carolina
$12.7M +$610K +6,890 +4%
Morgan Stanley
28
Morgan Stanley
New York
$12.4M -$815K -9,207 -5%
Ameriprise
29
Ameriprise
Minnesota
$12.2M -$171K -1,937 -1%
Bank of America
30
Bank of America
North Carolina
$9.99M +$1.22M +13,782 +12%
Comerica Bank
31
Comerica Bank
Texas
$8.57M +$737K +8,330 +9%
MOACM
32
Mutual of America Capital Management
New York
$7.85M +$636K +7,192 +8%
CIC
33
Crawford Investment Counsel
Georgia
$7.67M +$944K +10,670 +12%
Goldman Sachs
34
Goldman Sachs
New York
$7.39M +$2.39M +27,011 +39%
CAM
35
Congress Asset Management
Massachusetts
$7.38M -$117K -1,319 -1%
Victory Capital Management
36
Victory Capital Management
Texas
$7.03M -$48.3M -546,186 -86%
GIA
37
GHP Investment Advisors
Colorado
$6.86M +$346K +3,908 +5%
BAMCO Inc
38
BAMCO Inc
New York
$6.67M – – –
CB
39
Commerce Bank
Missouri
$6.35M +$7.3M +82,489 New
ZCM
40
Ziegler Capital Management
Illinois
$5.84M +$4.57M +51,650 +213%
Legal & General Group
41
Legal & General Group
United Kingdom
$5.63M +$461K +5,211 +8%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$5.55M -$915K -10,343 -13%
PPA
43
Parametric Portfolio Associates
Washington
$5.52M -$39.6K -448 -0.6%
SG Americas Securities
44
SG Americas Securities
New York
$4.9M +$4.68M +52,890 +492%
KCM
45
Kennedy Capital Management
Missouri
$4.75M +$662K +7,482 +14%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.68M +$315K +3,565 +6%
MGWM
47
Marks Group Wealth Management
Minnesota
$4.5M +$142K +1,610 +3%
Swiss National Bank
48
Swiss National Bank
Switzerland
$4.42M – – –
AACP
49
Advantage Alpha Capital Partners
California
$4.02M +$1.18M +13,376 +34%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$3.65M +$956K +10,806 +30%
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ESE Hedge Fund Activity: Q3 2021 in Review

194 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q3 2021, worth a combined $1.88B — down 18% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ESE positions and 17 closed out — a net gain of 13 holders — while 70 added to existing stakes and 67 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $20.8M. The largest seller was Victory Capital Management, cutting an estimated $48.3M.

  • 194 institutional investors held ESCO Technologies (ESE) as of Q3 2021, up from 182 in Q2 2021.
  • Funds reported $1.88B of ESCO Technologies stock for Q3 2021, down 18% quarter-over-quarter.
  • 30 funds opened new ESCO Technologies positions in Q3 2021 and 17 closed out, a net change of +13 holders.
  • The largest ESCO Technologies buyer in Q3 2021 was Champlain Investment Partners, an estimated $20.8M added.
  • The largest ESCO Technologies seller in Q3 2021 was Victory Capital Management, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2021.