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ESCO Technologies
ESE

202 hedge funds and large institutions have $2.54B invested in ESCO Technologies in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 84 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 200 → 202 (+2)

1% more capital invested

Capital invested by funds: $2.52B → $2.54B (+$22.5M)

0.04% more ownership

Funds ownership: 94.34% → 94.38% (+0.04%)

25% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 84

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
63
Reduced
84
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$29.7M
2
Comerica Bank
Comerica Bank
Texas
+$9.09M
3
RA
Royce & Associates
New York
+$6.54M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.29M
5
CCA
Conestoga Capital Advisors
Pennsylvania
+$2.68M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$21.5M
2
BlackRock
BlackRock
New York
-$9.21M
3
Goldman Sachs
Goldman Sachs
New York
-$6.93M
4
Invesco
Invesco
Georgia
-$4.6M
5
N
Nuveen
North Carolina
-$4.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$406M -$9.21M -89,617 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$301M +$332K +3,232 +0.1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$190M -$21.5M -209,624 -10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$144M -$1.03M -10,036 -0.7%
CIP
5
Champlain Investment Partners
Vermont
$127M +$320K +3,117 +0.3%
Capital International Investors
6
Capital International Investors
California
$121M – – –
CCA
7
Conestoga Capital Advisors
Pennsylvania
$106M +$2.68M +26,040 +3%
State Street
8
State Street
Massachusetts
$100M +$1.19M +11,586 +1%
GCM
9
Geneva Capital Management
Wisconsin
$91.3M +$611K +5,943 +0.7%
RA
10
Royce & Associates
New York
$70.9M +$6.54M +63,672 +10%
SAM
11
Silvercrest Asset Management
New York
$66.4M -$328K -3,190 -0.5%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$60.7M +$29.7M +289,048 +99%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$54.2M +$2.03M +19,756 +4%
Macquarie Group
14
Macquarie Group
Australia
$53.9M +$2.14M +20,816 +4%
Goldman Sachs
15
Goldman Sachs
New York
$40.6M -$6.93M -67,423 -15%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$36.4M +$240K +2,331 +0.7%
Bank of America
17
Bank of America
North Carolina
$32.9M +$1.71M +16,645 +6%
Northern Trust
18
Northern Trust
Illinois
$31.1M +$99.2K +965 +0.3%
N
19
Nuveen
North Carolina
$29.1M -$4.21M -40,962 -13%
Charles Schwab
20
Charles Schwab
California
$28.1M +$852K +8,289 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$26.7M -$40K -389 -0.2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$25.7M -$838K -8,150 -3%
Public Employees Retirement Association of Colorado
23
Public Employees Retirement Association of Colorado
Colorado
$22.3M +$122K +1,185 +0.6%
Invesco
24
Invesco
Georgia
$19.7M -$4.6M -44,729 -19%
Morgan Stanley
25
Morgan Stanley
New York
$19.6M +$794K +7,725 +4%
1
2 3 4 5

ESE Hedge Fund Activity: Q3 2023 in Review

202 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q3 2023, worth a combined $2.54B — up 0.89% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ESE positions and 11 closed out — a net gain of 3 holders — while 63 added to existing stakes and 84 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $29.7M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $21.5M.

  • 202 institutional investors held ESCO Technologies (ESE) as of Q3 2023, up from 200 in Q2 2023.
  • Funds reported $2.54B of ESCO Technologies stock for Q3 2023, up 0.89% quarter-over-quarter.
  • 14 funds opened new ESCO Technologies positions in Q3 2023 and 11 closed out, a net change of +3 holders.
  • The largest ESCO Technologies buyer in Q3 2023 was Neuberger Berman Group, an estimated $29.7M added.
  • The largest ESCO Technologies seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q3 2023.