We are live on ! Find out more
ESE icon

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
WPA
201
West Paces Advisors
Georgia
$3.39K +$3.05K +29 New
LC
202
Lindbrook Capital
California
$2.81K
SWS
203
SYSTM Wealth Solutions
Illinois
$2.58K +$2.31K +22 New
PWMG
204
Private Wealth Management Group
New Jersey
$2.46K +$2.21K +21 New
JWA
205
JFS Wealth Advisors
Pennsylvania
$2.34K
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$2.11K
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$2.11K
ASN
208
Advisory Services Network
Georgia
$1.87K +$1.68K +16 New
FHA
209
First Horizon Advisors
Tennessee
$1.75K
SIC
210
SJS Investment Consulting
Ohio
$1.05K
BIA
211
Bell Investment Advisors
California
$820
AWM
212
Abound Wealth Management
Tennessee
$586
DPW
213
DiNuzzo Private Wealth
Pennsylvania
$586 +$526 +5 New
AF
214
Advisornet Financial
Minnesota
$585
GI
215
Gradient Investments
Minnesota
$585
LFG
216
Larson Financial Group
Missouri
$585
PS
217
Principal Securities
Iowa
$468 +$421 +4 New
GWS
218
Glassman Wealth Services
Virginia
$351
TWP
219
TFO Wealth Partners
Ohio
$117
SG Americas Securities
220
SG Americas Securities
New York
-$1.14M -10,921 Closed
XT
221
XTX Topco
Cayman Islands
-$317K -3,039 Closed
M&T Bank
222
M&T Bank
New York
-$287K -2,752 Closed
Lazard Asset Management
223
Lazard Asset Management
New York
-$56K -542 Closed
OA
224
Operose Advisors
Wisconsin
-$30.3K -290 Closed
MCM
225
Manchester Capital Management
Vermont
-$2.82K -27 Closed