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ESCO Technologies

167 hedge funds and large institutions have $1.49B invested in ESCO Technologies in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

6% more funds holding

Funds holding: 158167 (+9)

0% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 55

0% less capital invested

Capital invested by funds: $1.49B → $1.49B (-$5.4M)

0.87% less ownership

Funds ownership: 96.39%95.52% (-0.87%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
167
Holders Change
+9
Holders Change %
+5.7%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
55
Reduced
55
Closed
12
Calls
$1.37M
Puts
Net Calls
+$1.37M
Net Calls Change
+$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$203M -$912K -15,019 -0.4%
BlackRock
2
BlackRock
New York
$198M +$8.96M +147,482 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$141M +$3.05M +50,204 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$108M +$49.8K +820 +0%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$97.6M +$2.68M +44,079 +3%
Brown Advisory
6
Brown Advisory
Maryland
$56.6M +$2.06M +33,984 +4%
SAM
7
Silvercrest Asset Management
New York
$56.2M -$83.4K -1,373 -0.1%
CCA
8
Conestoga Capital Advisors
Pennsylvania
$55M +$10.8M +177,474 +24%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$44.2M -$3.04M -50,115 -6%
State Street
10
State Street
Massachusetts
$40.3M +$883K +14,531 +2%
Macquarie Group
11
Macquarie Group
Australia
$35.7M -$6.14M -101,005 -15%
Northern Trust
12
Northern Trust
Illinois
$29.3M -$155K -2,552 -0.5%
CIP
13
Chartwell Investment Partners
Pennsylvania
$26.4M -$969K -15,950 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$26.3M -$310K -5,104 -1%
KTA
15
Keeley-Teton Advisors
Illinois
$24.4M -$5.97M -98,196 -20%
Ameriprise
16
Ameriprise
Minnesota
$19.4M +$1.05M +17,331 +6%
SBH
17
Segall Bryant & Hamill
Illinois
$19.2M -$2.9M -47,731 -13%
FIM
18
Foresters Investment Management
New York
$18.4M -$5.96M -98,100 -24%
ICOM
19
Investment Counselors of Maryland
Maryland
$18.2M
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$17.1M +$969K +15,956 +6%
GH
21
GAM Holding
Switzerland
$16.9M -$3.39M -55,870 -17%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$12.6M +$91.7K +1,510 +0.7%
USAA
23
United Services Automobile Association
Texas
$11.9M +$457K +7,529 +4%
Principal Financial Group
24
Principal Financial Group
Iowa
$11.6M -$703K -11,568 -6%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$11.2M -$7.69M -126,557 -40%

ESE Hedge Fund Activity: Q4 2017 in Review

167 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q4 2017, worth a combined $1.49B — down 0.36% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ESE positions and 12 closed out — a net gain of 9 holders — while 55 added to existing stakes and 55 trimmed.

The largest buyer was Conestoga Capital Advisors, adding an estimated $10.8M. The largest seller was Invesco, cutting an estimated $9.36M.

  • 167 institutional investors held ESCO Technologies (ESE) as of Q4 2017, up from 158 in Q3 2017.
  • Funds reported $1.49B of ESCO Technologies stock for Q4 2017, down 0.36% quarter-over-quarter.
  • 21 funds opened new ESCO Technologies positions in Q4 2017 and 12 closed out, a net change of +9 holders.
  • The largest ESCO Technologies buyer in Q4 2017 was Conestoga Capital Advisors, an estimated $10.8M added.
  • The largest ESCO Technologies seller in Q4 2017 was Invesco, an estimated $9.36M sold.

Based on aggregated 13F filings for Q4 2017.