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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
LIA
201
LS Investment Advisors
Michigan
– -$152K -1,799 Closed
OSAM
202
O'Shaughnessy Asset Management
Connecticut
– -$65K -771 Closed
HNB
203
Huntington National Bank
Ohio
– -$52.8K -612 -100%
PAG
204
Private Advisor Group
New Jersey
– -$17K -200 Closed
VAIA
205
Virtus Alternative Investment Advisers
Connecticut
– -$13K -155 Closed
CFG
206
Citizens Financial Group
Rhode Island
– -$10K -120 Closed
BL
207
Balentine LLC
Georgia
– -$8K -96 Closed
KPW
208
Kore Private Wealth
New York
– -$4K -55 Closed
EFSCE
209
Enterprise Financial Services Corp (EFSC)
Missouri
– -$3K -31 Closed
PFO
210
Pathstone Family Office
New Jersey
– -$345 -4 -50%
MAM
211
Meeder Asset Management
Ohio
– +$86 +1 New
5 6 7 8
9

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.