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ESCO Technologies
ESE

202 hedge funds and large institutions have $2.54B invested in ESCO Technologies in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 200 → 202 (+2)

1% more capital invested

Capital invested by funds: $2.52B → $2.54B (+$22.5M)

0.04% more ownership

Funds ownership: 94.34% → 94.38% (+0.04%)

25% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 84

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
63
Reduced
84
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$29.7M
2
Comerica Bank
Comerica Bank
Texas
+$9.09M
3
RA
Royce & Associates
New York
+$6.54M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.29M
5
CCA
Conestoga Capital Advisors
Pennsylvania
+$2.68M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$21.5M
2
BlackRock
BlackRock
New York
-$9.21M
3
Goldman Sachs
Goldman Sachs
New York
-$6.93M
4
Invesco
Invesco
Georgia
-$4.6M
5
N
Nuveen
North Carolina
-$4.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
176
Community Bank
New York
$8.77K – – –
GRP
177
Global Retirement Partners
California
$5.13K – – –
AF
178
Allworth Financial
California
$4.91K +$1.75K +17 +57%
CFD
179
Creative Financial Designs
Indiana
$4.07K +$4.01K +39 New
LFA
180
LGT Financial Advisors
Texas
$3.65K +$3.6K +35 New
MCM
181
Manchester Capital Management
Vermont
$2.82K – – –
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$2.71K +$719 +7 +37%
LC
183
Lindbrook Capital
California
$2.51K – – –
WTG
184
West Tower Group
Virginia
$2.19K +$2.16K +21 New
JWA
185
JFS Wealth Advisors
Pennsylvania
$2.09K – – –
RFG
186
RFP Financial Group
Georgia
$2.09K – – –
SFG
187
Steward Financial Group
Texas
$2K +$2.06K +20 New
FMII
188
Farmers & Merchants Investments Inc
Nebraska
$1.88K – – –
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$1.88K – – –
FHA
190
First Horizon Advisors
Tennessee
$1.57K – – –
SIC
191
SJS Investment Consulting
Ohio
$941 +$103 +1 +13%
BIA
192
Bell Investment Advisors
California
$732 -$822 -8 -53%
AWM
193
Abound Wealth Management
Tennessee
$523 – – –
AF
194
Advisornet Financial
Minnesota
$522 – – –
GI
195
Gradient Investments
Minnesota
$522 – – –
LFG
196
Larson Financial Group
Missouri
$522 – – –
GWS
197
Glassman Wealth Services
Virginia
$313 – – –
ECM
198
Everence Capital Management
Indiana
$302 – – –
CA
199
Crewe Advisors
Utah
$105 -$103 -1 -50%
TWP
200
TFO Wealth Partners
Ohio
$104 – – –
5 6 7
8
9

ESE Hedge Fund Activity: Q3 2023 in Review

202 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q3 2023, worth a combined $2.54B — up 0.89% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ESE positions and 11 closed out — a net gain of 3 holders — while 63 added to existing stakes and 84 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $29.7M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $21.5M.

  • 202 institutional investors held ESCO Technologies (ESE) as of Q3 2023, up from 200 in Q2 2023.
  • Funds reported $2.54B of ESCO Technologies stock for Q3 2023, up 0.89% quarter-over-quarter.
  • 14 funds opened new ESCO Technologies positions in Q3 2023 and 11 closed out, a net change of +3 holders.
  • The largest ESCO Technologies buyer in Q3 2023 was Neuberger Berman Group, an estimated $29.7M added.
  • The largest ESCO Technologies seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q3 2023.