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ESCO Technologies

257 hedge funds and large institutions have $3.22B invested in ESCO Technologies in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 79 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $26K | Put options by funds: $13K

28% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 79

24% more capital invested

Capital invested by funds: $2.59B → $3.22B (+$628M)

1.14% more ownership

Funds ownership: 95.84%96.97% (+1.1%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding

Funds holding: 257257 (0)

Holders
257
Holders Change
Holders Change %
0%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
101
Reduced
79
Closed
27
Calls
$26K
Puts
$13K
Net Calls
+$13K
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
151
Pictet Asset Management
Switzerland
$419K
II
152
Inspire Investing
Idaho
$414K -$17.1K -145 -4%
WI
153
WrapManager Inc
California
$402K -$111K -939 -23%
MNBTD
154
Moody National Bank Trust Division
Texas
$392K +$25.3K +215 +8%
ECM
155
Everence Capital Management
Indiana
$373K
Envestnet Portfolio Solutions
156
Envestnet Portfolio Solutions
Illinois
$365K +$55.7K +473 +20%
Corient Private Wealth
157
Corient Private Wealth
Florida
$353K +$322K +2,736 New
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$343K +$74.4K +631 +31%
MYIA
159
Mount Yale Investment Advisors
Colorado
$341K -$2.24K -19 -0.7%
AIP
160
Ameritas Investment Partners
Nebraska
$329K
AAM
161
Advisors Asset Management
Colorado
$326K +$298K +2,527 New
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$321K +$5.89K +50 +2%
HighTower Advisors
163
HighTower Advisors
Illinois
$320K +$14.6K +124 +5%
SFA
164
Sequoia Financial Advisors
Ohio
$297K -$3.42K -29 -1%
ECM
165
Evergreen Capital Management
Washington
$279K +$4.48K +38 +2%
CIM
166
Contravisory Investment Management
Massachusetts
$277K
CGH
167
Crossmark Global Holdings
Texas
$271K -$347K -2,945 -58%
Baird Financial Group
168
Baird Financial Group
Wisconsin
$270K
Verition Fund Management
169
Verition Fund Management
Connecticut
$265K -$77.2K -655 -24%
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$264K -$17K -144 -7%
CTC
171
Central Trust Company
Missouri
$263K
CCFCSB
172
Cape Cod Five Cents Savings Bank
Massachusetts
$257K +$235K +1,991 New
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$251K
EC
174
EntryPoint Capital
New York
$247K +$226K +1,916 New
HFO
175
Heritage Family Offices
Arizona
$236K +$216K +1,832 New

ESE Hedge Fund Activity: Q3 2024 in Review

257 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q3 2024, worth a combined $3.22B — up 24% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ESE positions and 27 closed out — a net gain of 2 holders — while 101 added to existing stakes and 79 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $39.5M. The largest seller was Select Equity Group, exiting entirely with an estimated $41.5M sold.

  • 257 institutional investors held ESCO Technologies (ESE) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $3.22B of ESCO Technologies stock for Q3 2024, up 24% quarter-over-quarter.
  • 29 funds opened new ESCO Technologies positions in Q3 2024 and 27 closed out, a net change of +2 holders.
  • The largest ESCO Technologies buyer in Q3 2024 was Goldman Sachs, an estimated $39.5M added.
  • The largest ESCO Technologies seller in Q3 2024 was Select Equity Group, an estimated $41.5M sold.

Based on aggregated 13F filings for Q3 2024.