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ESCO Technologies

194 hedge funds and large institutions have $1.91B invested in ESCO Technologies in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.54% more ownership

Funds ownership: 95.06%96.59% (+1.5%)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

6% less funds holding

Funds holding: 206194 (-12)

17% less capital invested

Capital invested by funds: $2.28B → $1.91B (-$379M)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

Holders
194
Holders Change
-12
Holders Change %
-5.83%
% of All Funds
4.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
67
Reduced
67
Closed
34
Calls
$964K
Puts
Net Calls
+$964K
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$96K -$892K -9,764 -89%
Simplex Trading
152
Simplex Trading
Illinois
$95K -$208K -2,274 -64%
FCA
153
FinTrust Capital Advisors
South Carolina
$88K +$100K +1,095 +1,685%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$87K -$281K -3,082 -72%
ASN
155
Advisory Services Network
Georgia
$81K +$98K +1,073 New
PAM
156
Panagora Asset Management
Massachusetts
$77K +$93K +1,018 New
Osaic Holdings
157
Osaic Holdings
Arizona
$54K +$63.7K +698 New
SWA
158
Sutton Wealth Advisors
Florida
$52.9K -$5.66K -62 -8%
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$52K -$3.29K -36 -5%
PI
160
PineBridge Investments
New York
$50K -$1.53M -16,735 -96%
TCOV
161
Trust Company of Vermont
Vermont
$47K
HNB
162
Huntington National Bank
Ohio
$46K +$54.8K +600 +60,000%
PFBT
163
Parkside Financial Bank & Trust
Missouri
$42K +$2.47K +27 +5%
WT
164
Whittier Trust
California
$41K
MIFH
165
Migdal Insurance & Financial Holdings
Israel
$40K -$12.8K -140 -21%
QCG
166
Quadrant Capital Group
Ohio
$35K -$4.66K -51 -10%
VAIA
167
Virtus Alternative Investment Advisers
Connecticut
$23K +$17.9K +196 +188%
CI
168
CX Institutional
Indiana
$19K
HIA
169
Harbor Investment Advisory
Maryland
$18K +$21.6K +236 New
First Manhattan
170
First Manhattan
New York
$15K
MMG
171
Monetary Management Group
Missouri
$15K
MAM
172
Meeder Asset Management
Ohio
$15K +$6.03K +66 +51%
AS
173
Altshuler Shaham
Israel
$14K +$16.9K +185 New
ClearBridge Investments
174
ClearBridge Investments
New York
$13K
Federated Hermes
175
Federated Hermes
Pennsylvania
$13K +$15.2K +166 New

ESE Hedge Fund Activity: Q1 2020 in Review

194 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2020, worth a combined $1.91B — down 17% from $2.28B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ESE and 24 opened new positions — a net loss of 10 holders — while 67 trimmed existing stakes and 67 added.

The largest buyer was Fidelity Investments, adding an estimated $43.5M. The largest seller was Wellington Management Group, cutting an estimated $35.6M.

  • 194 institutional investors held ESCO Technologies (ESE) as of Q1 2020, down from 206 in Q4 2019.
  • Funds reported $1.91B of ESCO Technologies stock for Q1 2020, down 17% quarter-over-quarter.
  • 24 funds opened new ESCO Technologies positions in Q1 2020 and 34 closed out, a net change of -10 holders.
  • The largest ESCO Technologies buyer in Q1 2020 was Fidelity Investments, an estimated $43.5M added.
  • The largest ESCO Technologies seller in Q1 2020 was Wellington Management Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2020.