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ESCO Technologies

192 hedge funds and large institutions have $2.32B invested in ESCO Technologies in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $2.01B → $2.32B (+$311M)

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

0.23% more ownership

Funds ownership: 93.87%94.1% (+0.23%)

5% less funds holding

Funds holding: 202192 (-10)

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

Holders
192
Holders Change
-10
Holders Change %
-4.95%
% of All Funds
3.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
74
Reduced
67
Closed
24
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
101
Arizona State Retirement System
Arizona
$715K +$18.1K +195 +3%
Vontobel Holding
102
Vontobel Holding
Switzerland
$694K -$117K -1,256 -15%
DT
103
Diversified Trust
Tennessee
$681K -$1.76K -19 -0.3%
Cerity Partners
104
Cerity Partners
New York
$650K +$37.2K +401 New
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$650K -$9.28K -100 -1%
CGH
106
Crossmark Global Holdings
Texas
$640K +$20K +215 +3%
M&T Bank
107
M&T Bank
New York
$622K -$15.2K -164 -2%
American Century Companies
108
American Century Companies
Missouri
$621K +$327K +3,518 +112%
PI
109
Putnam Investments
Massachusetts
$604K -$24.2K -261 -4%
PP
110
PDT Partners
New York
$603K -$557 -6 -0.1%
WI
111
WrapManager Inc
California
$520K -$19K -205 -4%
CDH
112
Charles D. Hyman
$500K
NYLIM
113
New York Life Investment Management
New York
$489K +$475K +5,121 New
Mariner
114
Mariner
Kansas
$484K -$10.8K -116 -2%
GT
115
Glenmede Trust
Pennsylvania
$471K +$2.13K +23 +0.5%
WHG
116
Westwood Holdings Group
Texas
$463K +$10.8K +116 +2%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$413K +$51.9K +559 +15%
API
118
Advisor Partners II
California
$390K +$1.21K +13 +0.3%
Creative Planning
119
Creative Planning
Kansas
$376K +$152K +1,634 +71%
I
120
InceptionR
California
$362K +$352K +3,789 New
ProShare Advisors
121
ProShare Advisors
Maryland
$357K -$30.8K -332 -8%
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
$321K +$312K +3,366 New
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$311K -$108K -1,167 -26%
CC
124
Centiva Capital
New York
$311K +$302K +3,255 New
PAMS
125
Pictet Asset Management (Switzerland)
Switzerland
$310K +$35.4K +381 +13%

ESE Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2023, worth a combined $2.32B — up 16% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of ESE and 15 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 74 added.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $11.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $17.3M.

  • 192 institutional investors held ESCO Technologies (ESE) as of Q1 2023, down from 202 in Q4 2022.
  • Funds reported $2.32B of ESCO Technologies stock for Q1 2023, up 16% quarter-over-quarter.
  • 15 funds opened new ESCO Technologies positions in Q1 2023 and 24 closed out, a net change of -9 holders.
  • The largest ESCO Technologies buyer in Q1 2023 was Loomis, Sayles & Company, an estimated $11.6M added.
  • The largest ESCO Technologies seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2023.