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ESCO Technologies
ESE

202 hedge funds and large institutions have $2.54B invested in ESCO Technologies in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 200 → 202 (+2)

1% more capital invested

Capital invested by funds: $2.52B → $2.54B (+$22.5M)

0.04% more ownership

Funds ownership: 94.34% → 94.38% (+0.04%)

25% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 84

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
63
Reduced
84
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$29.7M
2
Comerica Bank
Comerica Bank
Texas
+$9.09M
3
RA
Royce & Associates
New York
+$6.54M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.29M
5
CCA
Conestoga Capital Advisors
Pennsylvania
+$2.68M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$21.5M
2
BlackRock
BlackRock
New York
-$9.21M
3
Goldman Sachs
Goldman Sachs
New York
-$6.93M
4
Invesco
Invesco
Georgia
-$4.6M
5
N
Nuveen
North Carolina
-$4.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
151
State of Wyoming
Wyoming
$139K +$42.5K +414 +45%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$126K +$1.54K +15 +1%
S
153
SignatureFD
Georgia
$87.7K – – –
KBC Group
154
KBC Group
Belgium
$73K -$138K -1,340 -66%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$65.6K – – –
AA
156
Addison Advisors
Vermont
$65.3K – – –
PFBT
157
Parkside Financial Bank & Trust
Missouri
$58.7K -$103 -1 -0.2%
Lazard Asset Management
158
Lazard Asset Management
New York
$56K +$55.7K +542 New
TWM
159
Tradition Wealth Management
Minnesota
$43K – – –
VWM
160
Venturi Wealth Management
Texas
$42.3K – – –
TRCT
161
Tower Research Capital (TRC)
New York
$38.6K -$13.7K -133 -26%
OA
162
Operose Advisors
Wisconsin
$30.3K +$29.8K +290 New
EWA
163
EverSource Wealth Advisors
Alabama
$29.9K – – –
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K -$1.34K -13 -5%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$27K +$1.23K +12 +5%
USB
166
Union Savings Bank
Connecticut
$22.1K – – –
SPIA
167
Steward Partners Investment Advisory
New York
$20.9K – – –
VWM
168
Valley Wealth Managers
New Jersey
$20.9K – – –
WT
169
Whittier Trust
California
$20.9K – – –
QC
170
Quent Capital
New York
$20.8K – – –
PA
171
Parallel Advisors
California
$19.3K -$1.23K -12 -6%
CIM
172
Contravisory Investment Management
Massachusetts
$17.9K – – –
ST
173
Smithfield Trust
Pennsylvania
$11K – – –
VCM
174
Versant Capital Management
Arizona
$9.4K -$925 -9 -9%
HNB
175
Huntington National Bank
Ohio
$9.19K -$925 -9 -9%
5 6
7
8 9

ESE Hedge Fund Activity: Q3 2023 in Review

202 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q3 2023, worth a combined $2.54B — up 0.89% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ESE positions and 11 closed out — a net gain of 3 holders — while 63 added to existing stakes and 84 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $29.7M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $21.5M.

  • 202 institutional investors held ESCO Technologies (ESE) as of Q3 2023, up from 200 in Q2 2023.
  • Funds reported $2.54B of ESCO Technologies stock for Q3 2023, up 0.89% quarter-over-quarter.
  • 14 funds opened new ESCO Technologies positions in Q3 2023 and 11 closed out, a net change of +3 holders.
  • The largest ESCO Technologies buyer in Q3 2023 was Neuberger Berman Group, an estimated $29.7M added.
  • The largest ESCO Technologies seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q3 2023.