ESCO Technologies
207 hedge funds and large institutions have $2.28B invested in ESCO Technologies in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 17 closing their positions.
112% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 17
17% more capital invested
Capital invested by funds: $1.95B → $2.28B (+$331M)
7% more funds holding
Funds holding: 194 → 207 (+13)
0.52% more ownership
Funds ownership: 94.54% → 95.06% (+0.52%)
7% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 68
10% less call options, than puts
Call options by funds: $601K | Put options by funds: $666K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.5M |
| 2 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
+$20.7M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$15.8M |
| 4 |
BlackRock
New York
|
+$14.6M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$35M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$25M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$19.7M |
| 4 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$8.13M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$4.48M |
ESE Hedge Fund Activity: Q4 2019 in Review
207 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q4 2019, worth a combined $2.28B — up 17% from $1.95B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new ESE positions and 17 closed out — a net gain of 19 holders — while 63 added to existing stakes and 68 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $21.5M. The largest seller was Wellington Management Group, cutting an estimated $35M.
- 207 institutional investors held ESCO Technologies (ESE) as of Q4 2019, up from 194 in Q3 2019.
- Funds reported $2.28B of ESCO Technologies stock for Q4 2019, up 17% quarter-over-quarter.
- 36 funds opened new ESCO Technologies positions in Q4 2019 and 17 closed out, a net change of +19 holders.
- The largest ESCO Technologies buyer in Q4 2019 was Fidelity Investments, an estimated $21.5M added.
- The largest ESCO Technologies seller in Q4 2019 was Wellington Management Group, an estimated $35M sold.
Based on aggregated 13F filings for Q4 2019.