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ESCO Technologies
ESE

180 hedge funds and large institutions have $1.65B invested in ESCO Technologies in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 52

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

2% more funds holding

Funds holding: 177 → 180 (+3)

3% more capital invested

Capital invested by funds: $1.6B → $1.65B (+$45.7M)

0.17% less ownership

Funds ownership: 95.13% → 94.96% (-0.17%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
180
Holders Change
+3
Holders Change %
+1.69%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
69
Reduced
52
Closed
22
Calls
$235K
Puts
–
Net Calls
+$235K
Net Calls Change
+$320K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$3.87M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.39M
4
TA
Teachers Advisors
New York
+$2.74M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.38M

Top Sellers

1
ICOM
Investment Counselors of Maryland
Maryland
-$20.1M
2
Brown Advisory
Brown Advisory
Maryland
-$8.3M
3
WG
Winton Group
United Kingdom
-$5.88M
4
CIP
Chartwell Investment Partners
Pennsylvania
-$4.99M
5
SBH
Segall Bryant & Hamill
Illinois
-$4.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$256M +$1.05M +15,645 +0.4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$195M +$2.38M +35,604 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$173M +$3.39M +50,591 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$118M -$3.36M -50,195 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$102M -$513K -7,660 -0.5%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$76.8M +$599K +8,941 +0.8%
SAM
7
Silvercrest Asset Management
New York
$72.9M -$4.02M -59,980 -5%
State Street
8
State Street
Massachusetts
$48.7M +$1.43M +21,344 +3%
Macquarie Group
9
Macquarie Group
Australia
$46.4M +$1.33M +19,915 +3%
Brown Advisory
10
Brown Advisory
Maryland
$37M -$8.3M -123,903 -18%
Northern Trust
11
Northern Trust
Illinois
$32.6M -$79.1K -1,181 -0.2%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$28M +$3.87M +57,742 +16%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$24.4M +$24.4M +364,453 +176,919%
CIP
14
Chartwell Investment Partners
Pennsylvania
$23.8M -$4.99M -74,506 -17%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$22.5M -$114K -1,699 -0.5%
FIM
16
Foresters Investment Management
New York
$21.2M +$408K +6,100 +2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$20.2M +$1.9M +28,443 +10%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$19.6M -$1.76M -26,238 -8%
Ameriprise
19
Ameriprise
Minnesota
$18.8M -$1.24M -18,446 -6%
Invesco
20
Invesco
Georgia
$17.6M +$2.05M +30,653 +13%
KTA
21
Keeley-Teton Advisors
Illinois
$16.7M -$1.63M -24,326 -9%
USAA
22
United Services Automobile Association
Texas
$15.8M – – –
GH
23
GAM Holding
Switzerland
$15.4M – – –
Norges Bank
24
Norges Bank
Norway
$15M – – –
Principal Financial Group
25
Principal Financial Group
Iowa
$14.5M -$142K -2,118 -1%
1
2 3 4 5

ESE Hedge Fund Activity: Q1 2019 in Review

180 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2019, worth a combined $1.65B — up 2.9% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ESE positions and 22 closed out — a net gain of 6 holders — while 69 added to existing stakes and 52 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $24.4M. The largest seller was Investment Counselors of Maryland, exiting entirely with an estimated $20.1M sold.

  • 180 institutional investors held ESCO Technologies (ESE) as of Q1 2019, up from 177 in Q4 2018.
  • Funds reported $1.65B of ESCO Technologies stock for Q1 2019, up 2.9% quarter-over-quarter.
  • 28 funds opened new ESCO Technologies positions in Q1 2019 and 22 closed out, a net change of +6 holders.
  • The largest ESCO Technologies buyer in Q1 2019 was Fidelity Investments, an estimated $24.4M added.
  • The largest ESCO Technologies seller in Q1 2019 was Investment Counselors of Maryland, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2019.