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ESCO Technologies
ESE

194 hedge funds and large institutions have $1.96B invested in ESCO Technologies in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

3% more funds holding

Funds holding: 189 → 194 (+5)

0.82% less ownership

Funds ownership: 94.2% → 93.38% (-0.82%)

8% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 71

6% less capital invested

Capital invested by funds: $2.07B → $1.96B (-$115M)

Holders
194
Holders Change
+5
Holders Change %
+2.65%
% of All Funds
3.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
65
Reduced
71
Closed
17
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
-$170K

Top Buyers

1
GCM
Geneva Capital Management
Wisconsin
+$7.76M
2
Invesco
Invesco
Georgia
+$6.7M
3
Morgan Stanley
Morgan Stanley
New York
+$4.96M
4
CCA
Conestoga Capital Advisors
Pennsylvania
+$3.07M
5
PI
Putnam Investments
Massachusetts
+$2.58M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$10.6M
2
Victory Capital Management
Victory Capital Management
Texas
-$7.16M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.34M
4
ZCM
Ziegler Capital Management
Illinois
-$5.59M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
176
Rockbridge Investment Management
New York
$8K – – –
ST
177
Smithfield Trust
Pennsylvania
$8K – – –
Bessemer Group
178
Bessemer Group
New Jersey
$6K – – –
GAM
179
Gemmer Asset Management
California
$5K – – –
S
180
SignatureFD
Georgia
$5K – – –
FHA
181
Flagship Harbor Advisors
Massachusetts
$3K – – –
ABC
182
Associated Banc-Corp
Wisconsin
$2K – – –
PCG
183
Private Capital Group
Connecticut
$2K – – –
TFO
184
Tarbox Family Office
California
$2K – – –
Millennium Management
185
Millennium Management
New York
$1.42K +$1.52M +17,587 New
BCA
186
Berman Capital Advisors
Georgia
$1K – – –
HGWM
187
Harvest Group Wealth Management
Massachusetts
$1K – – –
PFWA
188
Paces Ferry Wealth Advisors
Georgia
$1K +$690 +8 New
BWA
189
BDO Wealth Advisors
Florida
$1K +$949 +11 New
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$1K +$1.38K +16 New
FCA
191
FinTrust Capital Advisors
South Carolina
$93 – – –
Lord, Abbett & Co
192
Lord, Abbett & Co
New Jersey
– -$3.69M -43,642 Closed
MSL
193
Mackay Shields LLC
New York
– -$1.13M -13,400 Closed
Squarepoint
194
Squarepoint
New York
– -$1.11M -13,171 Closed
SMC
195
Smith, Moore & Co
Missouri
– -$629K -7,438 Closed
BAM
196
Blueshift Asset Management
New Jersey
– -$505K -5,976 Closed
MFG
197
Magnus Financial Group
New York
– -$343K -4,062 Closed
HC
198
Henshaw Capital
Massachusetts
– -$295K -3,487 Closed
Robeco Institutional Asset Management
199
Robeco Institutional Asset Management
Netherlands
– -$254K -3,010 Closed
SRAM
200
Stone Ridge Asset Management
New York
– -$228K -2,694 Closed
5 6 7
8
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ESE Hedge Fund Activity: Q3 2020 in Review

194 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q3 2020, worth a combined $1.96B — down 5.5% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ESE positions and 17 closed out — a net gain of 6 holders — while 65 added to existing stakes and 71 trimmed.

The largest buyer was Geneva Capital Management, adding an estimated $7.76M. The largest seller was Vanguard Group, cutting an estimated $10.6M.

  • 194 institutional investors held ESCO Technologies (ESE) as of Q3 2020, up from 189 in Q2 2020.
  • Funds reported $1.96B of ESCO Technologies stock for Q3 2020, down 5.5% quarter-over-quarter.
  • 23 funds opened new ESCO Technologies positions in Q3 2020 and 17 closed out, a net change of +6 holders.
  • The largest ESCO Technologies buyer in Q3 2020 was Geneva Capital Management, an estimated $7.76M added.
  • The largest ESCO Technologies seller in Q3 2020 was Vanguard Group, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2020.