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ESCO Technologies
ESE

194 hedge funds and large institutions have $1.96B invested in ESCO Technologies in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

3% more funds holding

Funds holding: 189 → 194 (+5)

0.82% less ownership

Funds ownership: 94.2% → 93.38% (-0.82%)

8% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 71

6% less capital invested

Capital invested by funds: $2.07B → $1.96B (-$115M)

Holders
194
Holders Change
+5
Holders Change %
+2.65%
% of All Funds
3.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
65
Reduced
71
Closed
17
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
-$170K

Top Buyers

1
GCM
Geneva Capital Management
Wisconsin
+$7.76M
2
Invesco
Invesco
Georgia
+$6.7M
3
Morgan Stanley
Morgan Stanley
New York
+$4.96M
4
CCA
Conestoga Capital Advisors
Pennsylvania
+$3.07M
5
PI
Putnam Investments
Massachusetts
+$2.58M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$10.6M
2
Victory Capital Management
Victory Capital Management
Texas
-$7.16M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.34M
4
ZCM
Ziegler Capital Management
Illinois
-$5.59M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
AACP
51
Advantage Alpha Capital Partners
California
$4.31M +$523K +6,062 +13%
GH
52
GAM Holding
Switzerland
$4.27M -$431K -5,000 -9%
MGWM
53
Marks Group Wealth Management
Minnesota
$4.17M +$209K +2,423 +5%
MAP
54
Moody Aldrich Partners
Massachusetts
$3.88M +$101K +1,172 +2%
Barclays
55
Barclays
United Kingdom
$3.63M +$516K +5,980 +15%
JP Morgan Chase
56
JP Morgan Chase
New York
$3.3M -$947K -10,976 -21%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$3.13M – – –
AllianceBernstein
58
AllianceBernstein
Tennessee
$3.07M -$75K -870 -2%
CS
59
Credit Suisse
Switzerland
$2.95M -$132K -1,526 -4%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$2.82M +$434K +5,032 +17%
TD Asset Management
61
TD Asset Management
Ontario, Canada
$2.7M – – –
Prudential Financial
62
Prudential Financial
New Jersey
$2.58M +$69K +800 +3%
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$2.36M +$2.53M +29,320 New
Canada Life
64
Canada Life
Manitoba, Canada
$2.35M -$249K -2,891 -9%
KBC Group
65
KBC Group
Belgium
$2.25M +$504K +5,848 +27%
US Bancorp
66
US Bancorp
Minnesota
$2.18M +$536K +6,219 +30%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$2.17M -$560K -6,497 -19%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$1.97M – – –
SOADOR
69
State of Alaska Department of Revenue
Alaska
$1.96M -$15.5K -180 -0.7%
AG
70
Aperio Group
California
$1.96M +$36.7K +426 +2%
TPSF
71
Texas Permanent School Fund
Texas
$1.96M +$323K +3,748 +18%
Deutsche Bank
72
Deutsche Bank
Germany
$1.93M +$179K +2,074 +9%
Balyasny Asset Management
73
Balyasny Asset Management
Illinois
$1.93M +$1.69M +19,565 +447%
UBS AM
74
UBS AM
Illinois
$1.82M -$313K -3,631 -14%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$1.79M +$4.31K +50 +0.2%
1 2
3
4 5

ESE Hedge Fund Activity: Q3 2020 in Review

194 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q3 2020, worth a combined $1.96B — down 5.5% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ESE positions and 17 closed out — a net gain of 6 holders — while 65 added to existing stakes and 71 trimmed.

The largest buyer was Geneva Capital Management, adding an estimated $7.76M. The largest seller was Vanguard Group, cutting an estimated $10.6M.

  • 194 institutional investors held ESCO Technologies (ESE) as of Q3 2020, up from 189 in Q2 2020.
  • Funds reported $1.96B of ESCO Technologies stock for Q3 2020, down 5.5% quarter-over-quarter.
  • 23 funds opened new ESCO Technologies positions in Q3 2020 and 17 closed out, a net change of +6 holders.
  • The largest ESCO Technologies buyer in Q3 2020 was Geneva Capital Management, an estimated $7.76M added.
  • The largest ESCO Technologies seller in Q3 2020 was Vanguard Group, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2020.