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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
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$26K -$3.79K -36 -14%
EWA
177
EverSource Wealth Advisors
Alabama
$26K -$6.73K -64 -22%
USB
178
Union Savings Bank
Connecticut
$24.8K
SPIA
179
Steward Partners Investment Advisory
New York
$24.1K +$631 +6 +3%
VWM
180
Valley Wealth Managers
New Jersey
$23.4K
WT
181
Whittier Trust
California
$23.4K
QC
182
Quent Capital
New York
$23.3K
PA
183
Parallel Advisors
California
$23.1K +$1.26K +12 +6%
ACM
184
Aquatic Capital Management
Illinois
$23K +$21K +200 New
TFIPS
185
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.7K +$16.8K +160 New
CIM
186
Contravisory Investment Management
Massachusetts
$15K -$4.52K -43 -25%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$11.9K +$10.7K +102 New
ST
188
Smithfield Trust
Pennsylvania
$11K
HNB
189
Huntington National Bank
Ohio
$10.3K
CB
190
Community Bank
New York
$9.83K
JFGIW
191
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.31K +$7.47K +71 New
EC
192
EntryPoint Capital
New York
$8.07K +$7.26K +69 New
AF
193
Allworth Financial
California
$5.38K -$105 -1 -2%
BTI
194
Blue Trust Inc
Georgia
$5K +$5.05K +48 New
GRP
195
Global Retirement Partners
California
$4.83K
CFD
196
Creative Financial Designs
Indiana
$4.56K
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$4.21K +$1.05K +10 +38%
LFA
198
LGT Financial Advisors
Texas
$4.1K
WTG
199
West Tower Group
Virginia
$4.1K +$1.47K +14 +67%
VCM
200
Versant Capital Management
Arizona
$3.63K -$6.21K -59 -66%