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ESCO Technologies
ESE

Overview Fund Activity

220 hedge funds and large institutions have $2.91B invested in ESCO Technologies in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 81 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+19
Holders Change %
+9.45%
% of All Funds
3.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
67
Reduced
81
Closed
8
Calls
$363K
Puts
$234K
Net Calls
+$129K
Net Calls Change
+$129K

Top Buyers

1
CB
Commerce Bank
Missouri
$33.2M
2
Morgan Stanley
Morgan Stanley
New York
$55M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$86.9M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$48.2M
5
BlackRock
BlackRock
New York
$463M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$199M
2
Capital International Investors
Capital International Investors
California
$126M
3
ZCM
Ziegler Capital Management
Illinois
$4.76M
4
Goldman Sachs
Goldman Sachs
New York
$36.8M
5
CIP
Champlain Investment Partners
Vermont
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$269K +$24.3K +206 +10%
MYIA
152
Mount Yale Investment Advisors
Colorado
$268K +$37.9K +324 +16%
CTC
153
Central Trust Company
Missouri
$257K +$5.5K +47 +2%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$251K -$116K -991 -32%
ECM
155
Evergreen Capital Management
Washington
$233K +$233K +1,992 New
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$227K – – –
LCM
157
Landscape Capital Management
New Jersey
$222K +$222K +1,900 New
Corient Private Wealth
158
Corient Private Wealth
Florida
$212K +$212K +1,812 New
LA
159
Lindenwold Advisors
Pennsylvania
$203K +$203K +1,736 New
HighTower Advisors
160
HighTower Advisors
Illinois
$203K +$203K +1,752 New
Osaic Holdings
161
Osaic Holdings
Arizona
$198K -$106K -908 -35%
SOW
162
State of Wyoming
Wyoming
$181K +$25K +214 +16%
MLICM
163
Metropolitan Life Insurance Company (MetLife)
New York
$173K – – –
Fidelity Investments
164
Fidelity Investments
Massachusetts
$146K +$5.5K +47 +4%
QCG
165
Quadrant Capital Group
Ohio
$141K -$29.4K -251 -17%
S
166
SignatureFD
Georgia
$98.3K – – –
KBC Group
167
KBC Group
Belgium
$82K – – –
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$74.4K +$936 +8 +1%
AA
169
Addison Advisors
Vermont
$73.1K – – –
PFBT
170
Parkside Financial Bank & Trust
Missouri
$59.7K -$6.09K -52 -9%
TWM
171
Tradition Wealth Management
Minnesota
$48K – – –
VWM
172
Venturi Wealth Management
Texas
$47.4K – – –
GI
173
GAMMA Investing
California
$39.5K +$39.5K +388 New
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.3K -$702 -6 -2%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$26K -$4.26K -36 -14%
5 6
7
8 9