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ESCO Technologies

192 hedge funds and large institutions have $2.32B invested in ESCO Technologies in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 74 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $2.01B → $2.32B (+$311M)

10% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 67

0.23% more ownership

Funds ownership: 93.87%94.1% (+0.23%)

5% less funds holding

Funds holding: 202192 (-10)

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

Holders
192
Holders Change
-10
Holders Change %
-4.95%
% of All Funds
3.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
74
Reduced
67
Closed
24
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$389M -$2.11M -22,744 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$278M +$3.81M +41,011 +1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$230M -$17.3M -186,689 -7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$133M +$646K +6,962 +0.5%
CIP
5
Champlain Investment Partners
Vermont
$113M -$1.9M -20,440 -2%
Capital International Investors
6
Capital International Investors
California
$110M +$5.64M +60,725 +6%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$93.6M +$489K +5,265 +0.5%
State Street
8
State Street
Massachusetts
$90M +$1.31M +14,166 +2%
GCM
9
Geneva Capital Management
Wisconsin
$83.1M +$1.08M +11,660 +1%
SAM
10
Silvercrest Asset Management
New York
$61M -$1.76M -18,955 -3%
RA
11
Royce & Associates
New York
$53M +$282K +3,042 +0.6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$47.2M +$2.15M +23,207 +5%
Goldman Sachs
13
Goldman Sachs
New York
$43.6M +$26.8K +289 +0.1%
Macquarie Group
14
Macquarie Group
Australia
$38.2M +$875K +9,430 +2%
Bank of America
15
Bank of America
North Carolina
$29M -$242K -2,611 -0.9%
Northern Trust
16
Northern Trust
Illinois
$27.5M -$365K -3,931 -1%
N
17
Nuveen
North Carolina
$27.5M +$1.84M +19,852 +7%
Victory Capital Management
18
Victory Capital Management
Texas
$25.5M +$4.89M +52,638 +25%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$25.4M -$678K -7,302 -3%
Charles Schwab
20
Charles Schwab
California
$25.4M -$154K -1,654 -0.6%
Invesco
21
Invesco
Georgia
$23.4M +$140K +1,509 +0.6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$22.6M -$1.65M -17,800 -7%
Norges Bank
23
Norges Bank
Norway
$21.4M -$1.55M -16,720 -7%
Public Employees Retirement Association of Colorado
24
Public Employees Retirement Association of Colorado
Colorado
$20.2M +$196K +2,114 +1%
CIC
25
Crawford Investment Counsel
Georgia
$18M -$319K -3,434 -2%

ESE Hedge Fund Activity: Q1 2023 in Review

192 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q1 2023, worth a combined $2.32B — up 16% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of ESE and 15 opened new positions — a net loss of 9 holders — while 67 trimmed existing stakes and 74 added.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $11.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $17.3M.

  • 192 institutional investors held ESCO Technologies (ESE) as of Q1 2023, down from 202 in Q4 2022.
  • Funds reported $2.32B of ESCO Technologies stock for Q1 2023, up 16% quarter-over-quarter.
  • 15 funds opened new ESCO Technologies positions in Q1 2023 and 24 closed out, a net change of -9 holders.
  • The largest ESCO Technologies buyer in Q1 2023 was Loomis, Sayles & Company, an estimated $11.6M added.
  • The largest ESCO Technologies seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2023.