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ESCO Technologies

221 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

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

55% more call options, than puts

Call options by funds: $363K | Put options by funds: $234K

15% more capital invested

Capital invested by funds: $2.54B → $2.91B (+$373M)

9% more funds holding

Funds holding: 202221 (+19)

2.09% more ownership

Funds ownership: 94.38%96.47% (+2.1%)

17% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 81

Holders
221
Holders Change
+19
Holders Change %
+9.41%
% of All Funds
3.22%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
151
Sequoia Financial Advisors
Ohio
$276K +$248K +2,361 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$269K +$21.7K +206 +10%
MYIA
153
Mount Yale Investment Advisors
Colorado
$268K +$34.1K +324 +16%
CTC
154
Central Trust Company
Missouri
$257K +$4.94K +47 +2%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$251K -$104K -991 -32%
ECM
156
Evergreen Capital Management
Washington
$233K +$209K +1,992 New
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$227K
LCM
158
Landscape Capital Management
New Jersey
$222K +$200K +1,900 New
Corient Private Wealth
159
Corient Private Wealth
Florida
$212K +$191K +1,812 New
LA
160
Lindenwold Advisors
Pennsylvania
$203K +$183K +1,736 New
HighTower Advisors
161
HighTower Advisors
Illinois
$203K +$184K +1,752 New
Osaic Holdings
162
Osaic Holdings
Arizona
$198K -$95.5K -908 -35%
SOW
163
State of Wyoming
Wyoming
$181K +$22.5K +214 +16%
MLICM
164
Metropolitan Life Insurance Company (MetLife)
New York
$173K
Fidelity Investments
165
Fidelity Investments
Massachusetts
$146K +$4.94K +47 +4%
QCG
166
Quadrant Capital Group
Ohio
$141K -$26.4K -251 -17%
S
167
SignatureFD
Georgia
$98.3K
KBC Group
168
KBC Group
Belgium
$82K
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$74.4K +$841 +8 +1%
AA
170
Addison Advisors
Vermont
$73.1K
PFBT
171
Parkside Financial Bank & Trust
Missouri
$59.7K -$5.47K -52 -9%
TWM
172
Tradition Wealth Management
Minnesota
$48K
VWM
173
Venturi Wealth Management
Texas
$47.4K
GI
174
GAMMA Investing
California
$39.5K +$40.8K +388 New
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.3K -$631 -6 -2%