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ESCO Technologies

257 hedge funds and large institutions have $2.59B invested in ESCO Technologies in 2024 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 96 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

22% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 79

6% more funds holding

Funds holding: 243257 (+14)

0.62% more ownership

Funds ownership: 95.21%95.84% (+0.62%)

1% less capital invested

Capital invested by funds: $2.63B → $2.59B (-$37.4M)

40% less call options, than puts

Call options by funds: $221K | Put options by funds: $368K

Holders
257
Holders Change
+14
Holders Change %
+5.76%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
96
Reduced
79
Closed
25
Calls
$221K
Puts
$368K
Net Calls
-$147K
Net Calls Change
-$490K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$411M -$5.83M -55,282 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$300M -$3.75M -35,553 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$144M +$1.7M +16,152 +1%
CIP
4
Champlain Investment Partners
Vermont
$133M +$5.05M +47,875 +4%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$112M -$44.3M -420,244 -28%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$108M +$332K +3,146 +0.3%
State Street
7
State Street
Massachusetts
$106M +$458K +4,341 +0.4%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$98.5M +$5.62M +53,308 +6%
GCM
9
Geneva Capital Management
Wisconsin
$88.8M -$2.21M -20,921 -2%
RA
10
Royce & Associates
New York
$69M -$4.12M -39,108 -6%
N
11
Nuveen
North Carolina
$66.3M +$23.7M +225,084 +55%
SAM
12
Silvercrest Asset Management
New York
$62.4M +$4.92M +46,705 +9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$61.9M +$2.81M +26,633 +5%
Macquarie Group
14
Macquarie Group
Australia
$52.7M +$192K +1,822 +0.4%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$44.6M +$2.71M +25,733 +6%
Select Equity Group
16
Select Equity Group
New York
$41.5M +$30.6M +290,711 +278%
Bank of America
17
Bank of America
North Carolina
$35.5M +$2.4M +22,753 +7%
Morgan Stanley
18
Morgan Stanley
New York
$33M +$6.15M +58,313 +23%
Charles Schwab
19
Charles Schwab
California
$30.7M +$1.2M +11,410 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$29.8M +$4.63M +43,907 +18%
Northern Trust
21
Northern Trust
Illinois
$29.2M -$979K -9,287 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$25.4M -$625K -5,928 -2%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$24.1M
Public Employees Retirement Association of Colorado
24
Public Employees Retirement Association of Colorado
Colorado
$23.5M +$1.31M +12,385 +6%
FWIA
25
Fort Washington Investment Advisors
Ohio
$19.5M +$5.13M +48,693 +36%

ESE Hedge Fund Activity: Q2 2024 in Review

257 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q2 2024, worth a combined $2.59B — down 1.4% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ESE positions and 25 closed out — a net gain of 16 holders — while 96 added to existing stakes and 79 trimmed.

The largest buyer was Select Equity Group, adding an estimated $30.6M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $44.3M.

  • 257 institutional investors held ESCO Technologies (ESE) as of Q2 2024, up from 243 in Q1 2024.
  • Funds reported $2.59B of ESCO Technologies stock for Q2 2024, down 1.4% quarter-over-quarter.
  • 41 funds opened new ESCO Technologies positions in Q2 2024 and 25 closed out, a net change of +16 holders.
  • The largest ESCO Technologies buyer in Q2 2024 was Select Equity Group, an estimated $30.6M added.
  • The largest ESCO Technologies seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $44.3M sold.

Based on aggregated 13F filings for Q2 2024.