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ESCO Technologies

194 hedge funds and large institutions have $1.91B invested in ESCO Technologies in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.54% more ownership

Funds ownership: 95.06%96.59% (+1.5%)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

6% less funds holding

Funds holding: 206194 (-12)

17% less capital invested

Capital invested by funds: $2.28B → $1.91B (-$379M)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

Holders
194
Holders Change
-12
Holders Change %
-5.83%
% of All Funds
4.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
67
Reduced
67
Closed
34
Calls
$964K
Puts
Net Calls
+$964K
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
201
Natixis Advisors
Massachusetts
-$1.41M -15,200 Closed
ERSOT
202
Employees Retirement System of Texas
Texas
-$1.09M -11,818 Closed
WC
203
Wexford Capital
Florida
-$870K -9,400 Closed
BFM
204
Boothbay Fund Management
New York
-$434K -4,692 Closed
ProShare Advisors
205
ProShare Advisors
Maryland
-$387K -4,179 Closed
Millennium Management
206
Millennium Management
New York
-$344K -3,722 Closed
D.E. Shaw & Co
207
D.E. Shaw & Co
New York
-$330K -3,569 Closed
SAM
208
Sawgrass Asset Management
Florida
-$318K -3,440 Closed
ARTA
209
A.R.T. Advisors
New York
-$315K -3,403 Closed
Truist Financial
210
Truist Financial
North Carolina
-$299K -3,234 Closed
PA
211
Profund Advisors
Maryland
-$254K -2,746 Closed
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
-$249K -2,688 Closed
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$246K -2,662 Closed
Jane Street
214
Jane Street
New York
-$222K -2,405 Closed
YMRC
215
Yorktown Management & Research Company
Virginia
-$222K -2,400 Closed
OCG
216
Opus Capital Group
Ohio
-$221K -2,389 Closed
SCM
217
Shelton Capital Management
Colorado
-$215K -2,323 Closed
PHK
218
Point72 Hong Kong
Hong Kong
-$165K -1,780 Closed
CSS
219
Cubist Systematic Strategies
Connecticut
-$153K -1,651 Closed
AP
220
Americana Partners
Texas
-$41K -446 Closed
IUHSA
221
Itau Unibanco Holding S.A.
Brazil
-$39K -418 Closed
GDP
222
Great Diamond Partners
Maine
-$20K -220 Closed
BBHC
223
Brown Brothers Harriman & Co
New York
-$12K -135 Closed
SQA
224
Simon Quick Advisors
New Jersey
-$11K -114 Closed
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
-$9K -100 Closed

ESE Hedge Fund Activity: Q1 2020 in Review

194 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2020, worth a combined $1.91B — down 17% from $2.28B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of ESE and 24 opened new positions — a net loss of 10 holders — while 67 trimmed existing stakes and 67 added.

The largest buyer was Fidelity Investments, adding an estimated $43.5M. The largest seller was Wellington Management Group, cutting an estimated $35.6M.

  • 194 institutional investors held ESCO Technologies (ESE) as of Q1 2020, down from 206 in Q4 2019.
  • Funds reported $1.91B of ESCO Technologies stock for Q1 2020, down 17% quarter-over-quarter.
  • 24 funds opened new ESCO Technologies positions in Q1 2020 and 34 closed out, a net change of -10 holders.
  • The largest ESCO Technologies buyer in Q1 2020 was Fidelity Investments, an estimated $43.5M added.
  • The largest ESCO Technologies seller in Q1 2020 was Wellington Management Group, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2020.