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ESCO Technologies
ESE

195 hedge funds and large institutions have $2.19B invested in ESCO Technologies in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $1.88B → $2.19B (+$306M)

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1% more funds holding

Funds holding: 194 → 195 (+1)

0.53% less ownership

Funds ownership: 93.83% → 93.3% (-0.53%)

10% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 72

Holders
195
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
65
Reduced
72
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$48.9M
2
Goldman Sachs
Goldman Sachs
New York
+$36.3M
3
N
Nuveen
North Carolina
+$16.5M
4
BlackRock
BlackRock
New York
+$14.5M
5
State Street
State Street
Massachusetts
+$4.44M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$60.7M
2
Millennium Management
Millennium Management
New York
-$11.7M
3
Norges Bank
Norges Bank
Norway
-$9.25M
4
Invesco
Invesco
Georgia
-$7.04M
5
Victory Capital Management
Victory Capital Management
Texas
-$6.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$389K +$31.2K +361 +9%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$379K +$364K +4,207 New
M&T Bank
128
M&T Bank
New York
$377K -$2.42K -28 -0.7%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$353K +$116K +1,346 +52%
E
130
Ergoteles
New York
$342K +$328K +3,800 New
ECM
131
Everence Capital Management
Indiana
$338K – – –
Jane Street
132
Jane Street
New York
$306K -$590K -6,831 -67%
CIBC Asset Management
133
CIBC Asset Management
Ontario, Canada
$296K +$284K +3,287 New
PAM
134
Panagora Asset Management
Massachusetts
$282K +$271K +3,135 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$281K +$8.82K +102 +3%
SSA
136
Schonfeld Strategic Advisors
New York
$265K +$255K +2,947 New
MYIA
137
Mount Yale Investment Advisors
Colorado
$263K +$252K +2,921 New
PA
138
Profund Advisors
Maryland
$260K +$23.7K +274 +10%
II
139
Inspire Investing
Idaho
$249K -$23.1K -267 -9%
AGM
140
Alpine Global Management
New York
$233K +$224K +2,590 New
CTC
141
Central Trust Company
Missouri
$229K – – –
HC
142
Henshaw Capital
Massachusetts
$222K +$214K +2,472 New
Baird Financial Group
143
Baird Financial Group
Wisconsin
$221K +$213K +2,460 New
Balyasny Asset Management
144
Balyasny Asset Management
Illinois
$217K -$104K -1,202 -33%
V
145
Veritable
Delaware
$207K +$199K +2,299 New
AIP
146
Ameritas Investment Partners
Nebraska
$176K – – –
Fidelity Investments
147
Fidelity Investments
Massachusetts
$172K -$60.7M -701,719 -100%
FCA
148
FinTrust Capital Advisors
South Carolina
$169K – – –
AAM
149
Advisors Asset Management
Colorado
$164K -$138K -1,602 -47%
Osaic Holdings
150
Osaic Holdings
Arizona
$140K +$42.3K +489 +46%
4 5
6
7 8

ESE Hedge Fund Activity: Q4 2021 in Review

195 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q4 2021, worth a combined $2.19B — up 16% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ESE positions and 29 closed out — a net gain of 3 holders — while 65 added to existing stakes and 72 trimmed.

The largest buyer was Capital International Investors, adding an estimated $48.9M. The largest seller was Fidelity Investments, cutting an estimated $60.7M.

  • 195 institutional investors held ESCO Technologies (ESE) as of Q4 2021, up from 194 in Q3 2021.
  • Funds reported $2.19B of ESCO Technologies stock for Q4 2021, up 16% quarter-over-quarter.
  • 32 funds opened new ESCO Technologies positions in Q4 2021 and 29 closed out, a net change of +3 holders.
  • The largest ESCO Technologies buyer in Q4 2021 was Capital International Investors, an estimated $48.9M added.
  • The largest ESCO Technologies seller in Q4 2021 was Fidelity Investments, an estimated $60.7M sold.

Based on aggregated 13F filings for Q4 2021.