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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
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$657K – – –
ASN
102
Advisory Services Network
Georgia
$650K +$698K +6,925 New
SFI
103
Susquehanna Fundamental Investments
Pennsylvania
$635K -$540K -5,355 -44%
Millennium Management
104
Millennium Management
New York
$630K -$413K -4,092 -38%
First Trust Advisors
105
First Trust Advisors
Illinois
$627K -$1.03M -10,249 -61%
PTC
106
Private Trust Company
Ohio
$620K +$103K +1,020 +18%
GC
107
Guggenheim Capital
Illinois
$558K +$11.3K +112 +2%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$545K +$13.1K +130 +2%
II
109
Inspire Investing
Idaho
$502K +$16.3K +162 +3%
ClearBridge Investments
110
ClearBridge Investments
New York
$500K +$36.1K +358 +7%
CDH
111
Charles D. Hyman
$491K – – –
CSS
112
Cubist Systematic Strategies
Connecticut
$489K +$526K +5,214 New
Mitsubishi UFJ Asset Management
113
Mitsubishi UFJ Asset Management
Japan
$447K +$605 +6 +0.1%
SGI
114
Summit Global Investments
Utah
$441K +$474K +4,700 New
Renaissance Technologies
115
Renaissance Technologies
New York
$422K +$454K +4,500 New
GT
116
Glenmede Trust
Pennsylvania
$421K -$681K -6,751 -60%
AAM
117
Advisors Asset Management
Colorado
$414K -$42.2K -418 -9%
LPL Financial
118
LPL Financial
California
$402K +$52.8K +524 +14%
M&T Bank
119
M&T Bank
New York
$393K -$2.32K -23 -0.5%
DT
120
Diversified Trust
Tennessee
$356K +$383K +3,794 New
ECM
121
Everence Capital Management
Indiana
$353K – – –
HSBC Holdings
122
HSBC Holdings
United Kingdom
$350K +$166K +1,641 +78%
ROC
123
Running Oak Capital
Minnesota
$344K -$4.86M -48,165 -93%
ZB
124
Zions Bancorporation
Utah
$341K +$50.8K +504 +16%
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$321K +$51.3K +509 +18%
3 4
5
6 7

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.