We are live on ! Find out more
ESE icon

ESCO Technologies
ESE

200 hedge funds and large institutions have $2.52B invested in ESCO Technologies in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $2.32B → $2.52B (+$201M)

4% more funds holding

Funds holding: 192 → 200 (+8)

0.24% more ownership

Funds ownership: 94.1% → 94.34% (+0.24%)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

Holders
200
Holders Change
+8
Holders Change %
+4.17%
% of All Funds
3.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
62
Reduced
72
Closed
17
Calls
$20K
Puts
–
Net Calls
+$20K
Net Calls Change
+$11K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$28.1M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$21.2M
3
Macquarie Group
Macquarie Group
Australia
+$9.21M
4
RA
Royce & Associates
New York
+$5.73M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.31M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$36.9M
2
Victory Capital Management
Victory Capital Management
Texas
-$24.8M
3
BlackRock
BlackRock
New York
-$9.38M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$3.62M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
176
Huntington National Bank
Ohio
$10.1K +$4.52K +47 +94%
CB
177
Community Bank
New York
$8.7K – – –
GRP
178
Global Retirement Partners
California
$4.97K -$577 -6 -11%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$3.73K +$3.46K +36 New
AF
180
Allworth Financial
California
$3.11K – – –
MCM
181
Manchester Capital Management
Vermont
$2.8K – – –
LC
182
Lindbrook Capital
California
$2.49K – – –
JWA
183
JFS Wealth Advisors
Pennsylvania
$2.07K – – –
RFG
184
RFP Financial Group
Georgia
$2.07K – – –
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$1.97K +$1.83K +19 New
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$1.86K – – –
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$1.86K – – –
BIA
188
Bell Investment Advisors
California
$1.55K – – –
FHA
189
First Horizon Advisors
Tennessee
$1.55K +$1.44K +15 New
SIC
190
SJS Investment Consulting
Ohio
$830 – – –
AWM
191
Abound Wealth Management
Tennessee
$519 +$480 +5 New
DI
192
Disciplined Investments
Oklahoma
$518 – – –
LFG
193
Larson Financial Group
Missouri
$518 – – –
AF
194
Advisornet Financial
Minnesota
$518 +$96 +1 +25%
GI
195
Gradient Investments
Minnesota
$518 +$480 +5 New
GWS
196
Glassman Wealth Services
Virginia
$311 – – –
CA
197
Crewe Advisors
Utah
$208 +$192 +2 New
TWP
198
TFO Wealth Partners
Ohio
$104 – – –
SFI
199
Susquehanna Fundamental Investments
Pennsylvania
– -$1.34M -14,017 Closed
ECM
200
ExodusPoint Capital Management
New York
– -$1.03M -10,752 Closed
5 6 7
8
9

ESE Hedge Fund Activity: Q2 2023 in Review

200 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q2 2023, worth a combined $2.52B — up 8.7% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ESE positions and 17 closed out — a net gain of 8 holders — while 62 added to existing stakes and 72 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $28.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $36.9M.

  • 200 institutional investors held ESCO Technologies (ESE) as of Q2 2023, up from 192 in Q1 2023.
  • Funds reported $2.52B of ESCO Technologies stock for Q2 2023, up 8.7% quarter-over-quarter.
  • 25 funds opened new ESCO Technologies positions in Q2 2023 and 17 closed out, a net change of +8 holders.
  • The largest ESCO Technologies buyer in Q2 2023 was Neuberger Berman Group, an estimated $28.1M added.
  • The largest ESCO Technologies seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $36.9M sold.

Based on aggregated 13F filings for Q2 2023.