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ESCO Technologies
ESE

Overview Fund Activity

220 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
Holders
220
Holders Change
+19
Holders Change %
+9.45%
% of All Funds
3.23%
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

Top Buyers

1
CB
Commerce Bank
Missouri
$33.2M
2
Morgan Stanley
Morgan Stanley
New York
$55M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$86.9M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$48.2M
5
BlackRock
BlackRock
New York
$463M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$199M
2
Capital International Investors
Capital International Investors
California
$126M
3
ZCM
Ziegler Capital Management
Illinois
$4.76M
4
Goldman Sachs
Goldman Sachs
New York
$36.8M
5
CIP
Champlain Investment Partners
Vermont
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
201
Lindbrook Capital
California
$2.81K – – –
SWS
202
SYSTM Wealth Solutions
Illinois
$2.58K +$2.58K +22 New
PWMG
203
Private Wealth Management Group
New Jersey
$2.46K +$2.46K +21 New
JWA
204
JFS Wealth Advisors
Pennsylvania
$2.34K – – –
FMII
205
Farmers & Merchants Investments Inc
Nebraska
$2.11K – – –
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$2.11K – – –
ASN
207
Advisory Services Network
Georgia
$1.87K +$1.87K +16 New
FHA
208
First Horizon Advisors
Tennessee
$1.76K – – –
SIC
209
SJS Investment Consulting
Ohio
$1.06K – – –
BIA
210
Bell Investment Advisors
California
$820 – – –
AWM
211
Abound Wealth Management
Tennessee
$586 – – –
DPW
212
DiNuzzo Private Wealth
Pennsylvania
$586 +$586 +5 New
GI
213
Gradient Investments
Minnesota
$585 – – –
LFG
214
Larson Financial Group
Missouri
$585 – – –
AF
215
Advisornet Financial
Minnesota
$585 – – –
PS
216
Principal Securities
Iowa
$468 +$468 +4 New
GWS
217
Glassman Wealth Services
Virginia
$351 – – –
TWP
218
TFO Wealth Partners
Ohio
$117 – – –
SG Americas Securities
219
SG Americas Securities
New York
– -$1.14M -10,921 Closed
XT
220
XTX Topco
Cayman Islands
– -$317K -3,039 Closed
M&T Bank
221
M&T Bank
New York
– -$287K -2,752 Closed
Lazard Asset Management
222
Lazard Asset Management
New York
– -$56K -542 Closed
OA
223
Operose Advisors
Wisconsin
– -$30.3K -290 Closed
MCM
224
Manchester Capital Management
Vermont
– -$2.82K -27 Closed
RFG
225
RFP Financial Group
Georgia
– -$2.09K -20 Closed
6 7 8
9
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