We are live on ! Find out more
ESE icon

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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
CDH
126
Charles D. Hyman
$403K – – –
LPL Financial
127
LPL Financial
California
$370K +$41.5K +469 +11%
AQR Capital Management
128
AQR Capital Management
Connecticut
$368K +$423K +4,782 New
GT
129
Glenmede Trust
Pennsylvania
$335K -$11.3K -128 -3%
Wellington Management Group
130
Wellington Management Group
Massachusetts
$327K +$375K +4,241 New
GAM
131
Gotham Asset Management
New York
$327K +$376K +4,249 New
M&T Bank
132
M&T Bank
New York
$325K +$2.74K +31 +0.7%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$323K +$69K +780 +23%
ZB
134
Zions Bancorporation
Utah
$314K +$38.2K +432 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
135
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$312K -$1.87M -21,172 -84%
Stifel Financial
136
Stifel Financial
Missouri
$305K +$120K +1,357 +52%
ProShare Advisors
137
ProShare Advisors
Maryland
$304K -$300K -3,394 -46%
TI
138
Trexquant Investment
Connecticut
$292K +$336K +3,795 New
ECM
139
Everence Capital Management
Indiana
$290K – – –
Balyasny Asset Management
140
Balyasny Asset Management
Illinois
$278K +$320K +3,613 New
PP
141
PDT Partners
New York
$266K +$306K +3,459 New
AAM
142
Advisors Asset Management
Colorado
$264K -$86.7K -980 -22%
HSBC Holdings
143
HSBC Holdings
United Kingdom
$260K -$33.9K -383 -10%
II
144
Inspire Investing
Idaho
$234K -$204K -2,310 -43%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$233K -$14.4K -163 -5%
AIM
146
Aigen Investment Management
New York
$206K +$237K +2,679 New
PA
147
Profund Advisors
Maryland
$202K -$44K -497 -16%
Janus Henderson Group
148
Janus Henderson Group
United Kingdom
$202K +$232K +2,627 New
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$198K – – –
CTC
150
Central Trust Company
Missouri
$196K -$15.5K -175 -6%
4 5
6
7 8

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.