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ESCO Technologies

257 hedge funds and large institutions have $3.22B invested in ESCO Technologies in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 79 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $26K | Put options by funds: $13K

28% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 79

24% more capital invested

Capital invested by funds: $2.59B → $3.22B (+$628M)

1.14% more ownership

Funds ownership: 95.84%96.97% (+1.1%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding

Funds holding: 257257 (0)

Holders
257
Holders Change
Holders Change %
0%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
101
Reduced
79
Closed
27
Calls
$26K
Puts
$13K
Net Calls
+$13K
Net Calls Change
+$160K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$512M +$7.32M +62,095 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$371M +$1.81M +15,360 +0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$174M -$2.92M -24,752 -2%
CIP
4
Champlain Investment Partners
Vermont
$163M +$47.9K +406 +0%
State Street
5
State Street
Massachusetts
$136M +$5.84M +49,577 +5%
CCA
6
Conestoga Capital Advisors
Pennsylvania
$135M +$2.2M +18,676 +2%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$133M -$4M -33,914 -3%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$122M +$529K +4,492 +0.5%
GCM
9
Geneva Capital Management
Wisconsin
$109M +$248K +2,100 +0.2%
Morgan Stanley
10
Morgan Stanley
New York
$79.1M +$35.3M +299,124 +95%
N
11
Nuveen
North Carolina
$77.1M -$3.94M -33,439 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$76M -$21.3K -181 -0%
SAM
13
Silvercrest Asset Management
New York
$75.8M -$824K -6,994 -1%
RA
14
Royce & Associates
New York
$71.7M -$11.9M -100,852 -15%
Macquarie Group
15
Macquarie Group
Australia
$63.3M -$1.36M -11,542 -2%
Goldman Sachs
16
Goldman Sachs
New York
$59M +$39.5M +335,069 +274%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$56.6M +$1.64M +13,894 +3%
Bank of America
18
Bank of America
North Carolina
$45.2M +$1.5M +12,699 +4%
Charles Schwab
19
Charles Schwab
California
$38.7M +$939K +7,963 +3%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$38M +$34.7M +294,646 New
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$37M +$6.96M +59,037 +26%
Northern Trust
22
Northern Trust
Illinois
$35.8M -$24.8K -210 -0.1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$31.9M -$4.25M -36,040 -13%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$30.9M -$297K -2,519 -1%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$30.6M +$1.61M +13,645 +6%

ESE Hedge Fund Activity: Q3 2024 in Review

257 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ESCO Technologies (ESE) for Q3 2024, worth a combined $3.22B — up 24% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ESE positions and 27 closed out — a net gain of 2 holders — while 101 added to existing stakes and 79 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $39.5M. The largest seller was Select Equity Group, exiting entirely with an estimated $41.5M sold.

  • 257 institutional investors held ESCO Technologies (ESE) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $3.22B of ESCO Technologies stock for Q3 2024, up 24% quarter-over-quarter.
  • 29 funds opened new ESCO Technologies positions in Q3 2024 and 27 closed out, a net change of +2 holders.
  • The largest ESCO Technologies buyer in Q3 2024 was Goldman Sachs, an estimated $39.5M added.
  • The largest ESCO Technologies seller in Q3 2024 was Select Equity Group, an estimated $41.5M sold.

Based on aggregated 13F filings for Q3 2024.