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ESCO Technologies

200 hedge funds and large institutions have $2.52B invested in ESCO Technologies in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $2.32B → $2.52B (+$201M)

4% more funds holding

Funds holding: 192200 (+8)

0.24% more ownership

Funds ownership: 94.1%94.34% (+0.24%)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

Holders
200
Holders Change
+8
Holders Change %
+4.17%
% of All Funds
3.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
62
Reduced
72
Closed
17
Calls
$20K
Puts
Net Calls
+$20K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$412M -$9.38M -97,654 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M -$3.62M -37,657 -1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$210M -$36.9M -384,176 -16%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$144M -$776K -8,071 -0.6%
CIP
5
Champlain Investment Partners
Vermont
$126M +$2.63M +27,370 +2%
Capital International Investors
6
Capital International Investors
California
$120M
CCA
7
Conestoga Capital Advisors
Pennsylvania
$102M +$427K +4,446 +0.5%
State Street
8
State Street
Massachusetts
$98.4M +$737K +7,665 +0.8%
GCM
9
Geneva Capital Management
Wisconsin
$90M -$273K -2,843 -0.3%
SAM
10
Silvercrest Asset Management
New York
$66.2M -$30.5K -317 -0%
RA
11
Royce & Associates
New York
$63.8M +$5.73M +59,676 +11%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$51.7M +$395K +4,113 +0.8%
Macquarie Group
13
Macquarie Group
Australia
$51.3M +$9.21M +95,803 +24%
Goldman Sachs
14
Goldman Sachs
New York
$47.3M -$43.6K -454 -0.1%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$35.8M +$21.2M +221,120 +177%
N
16
Nuveen
North Carolina
$33.1M +$3.02M +31,399 +11%
Bank of America
17
Bank of America
North Carolina
$30.9M -$542K -5,645 -2%
Northern Trust
18
Northern Trust
Illinois
$30.7M +$757K +7,874 +3%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$30.3M +$28.1M +292,193 New
Charles Schwab
20
Charles Schwab
California
$27.1M -$424K -4,408 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$26.6M +$1.85M +19,303 +8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$26.4M -$1.18M -12,254 -5%
Invesco
23
Invesco
Georgia
$24.2M -$1.11M -11,534 -5%
Public Employees Retirement Association of Colorado
24
Public Employees Retirement Association of Colorado
Colorado
$22M
Norges Bank
25
Norges Bank
Norway
$21.8M -$1.34M -13,928 -6%

ESE Hedge Fund Activity: Q2 2023 in Review

200 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q2 2023, worth a combined $2.52B — up 8.7% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ESE positions and 17 closed out — a net gain of 8 holders — while 62 added to existing stakes and 72 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $28.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $36.9M.

  • 200 institutional investors held ESCO Technologies (ESE) as of Q2 2023, up from 192 in Q1 2023.
  • Funds reported $2.52B of ESCO Technologies stock for Q2 2023, up 8.7% quarter-over-quarter.
  • 25 funds opened new ESCO Technologies positions in Q2 2023 and 17 closed out, a net change of +8 holders.
  • The largest ESCO Technologies buyer in Q2 2023 was Neuberger Berman Group, an estimated $28.1M added.
  • The largest ESCO Technologies seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $36.9M sold.

Based on aggregated 13F filings for Q2 2023.