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ESI

ITT EDUCATIONAL SERVICES INC

Delisted

ESI was delisted on the 2nd of September, 2016.

163 hedge funds and large institutions have $837M invested in ITT EDUCATIONAL SERVICES INC in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $12.4M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% less capital invested

Capital invested by funds: $921M → $837M (-$84.1M)

15% less funds holding

Funds holding: 191163 (-28)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

57% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 47

Holders
163
Holders Change
-28
Holders Change %
-14.66%
% of All Funds
4.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
20
Increased
55
Reduced
65
Closed
47
Calls
$18.5M
Puts
$12.4M
Net Calls
+$6.06M
Net Calls Change
-$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Select Equity Group
1
Select Equity Group
New York
$92.3M -$1.32M -39,994 -1%
PI
2
Putnam Investments
Massachusetts
$91.7M +$53M +1,601,849 +100%
BCP
3
Blum Capital Partners
California
$59.7M -$7.12M -215,000 -9%
CPCM
4
Clifton Park Capital Management
Delaware
$46.1M
PEP
5
Providence Equity Partners
Rhode Island
$42.5M
Vanguard Group
6
Vanguard Group
Pennsylvania
$38.4M +$1.66M +50,182 +4%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$37.9M +$30.7M +926,190 +234%
BFA
8
BlackRock Fund Advisors
California
$32.3M +$494K +14,917 +1%
SCA
9
SAC Capital Advisors
Connecticut
$22.8M +$25.9M +783,391 +7,152%
CWAM
10
Columbia Wanger Asset Management
Illinois
$21.6M +$1.65M +50,000 +7%
CII
11
CR Intrinsic Investors
Connecticut
$20.1M +$23.2M +700,000 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$18.7M +$914K +27,620 +4%
AAP
13
Ardsley Advisory Partners
Connecticut
$18.4M +$1.32M +40,000 +7%
Bank of America
14
Bank of America
North Carolina
$17.2M +$9.04M +273,154 +84%
BIT
15
BlackRock Institutional Trust
California
$15.7M +$227K +6,863 +1%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$13.2M -$2.49M -75,135 -14%
State Street
17
State Street
Massachusetts
$13.1M -$369K -11,151 -2%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.2M +$1.72M +51,928 +17%
AL
19
AJO LP
Pennsylvania
$11.2M +$5.92M +178,900 +84%
RA
20
Royce & Associates
New York
$10.1M -$1.64M -49,500 -12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$9.54M +$1.48M +44,845 +16%
SC
22
Skylands Capital
Wisconsin
$9.43M -$1.81M -54,637 -14%
Wells Fargo
23
Wells Fargo
California
$9.16M +$3.98M +120,306 +60%
Northern Trust
24
Northern Trust
Illinois
$8.62M -$915K -27,650 -8%
MP
25
Mangrove Partners
Connecticut
$8.54M +$9.86M +297,945 New

ESI Hedge Fund Activity: Q1 2014 in Review

163 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in ITT EDUCATIONAL SERVICES INC (ESI) for Q1 2014, worth a combined $837M — down 9.1% from $921M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of ESI and 20 opened new positions — a net loss of 27 holders — while 65 trimmed existing stakes and 55 added.

The largest buyer was Putnam Investments, adding an estimated $53M. The largest seller was Susquehanna International Group, cutting an estimated $8.59M.

  • 163 institutional investors held ITT EDUCATIONAL SERVICES INC (ESI) as of Q1 2014, down from 191 in Q4 2013.
  • Funds reported $837M of ITT EDUCATIONAL SERVICES INC stock for Q1 2014, down 9.1% quarter-over-quarter.
  • 20 funds opened new ITT EDUCATIONAL SERVICES INC positions in Q1 2014 and 47 closed out, a net change of -27 holders.
  • The largest ITT EDUCATIONAL SERVICES INC buyer in Q1 2014 was Putnam Investments, an estimated $53M added.
  • The largest ITT EDUCATIONAL SERVICES INC seller in Q1 2014 was Susquehanna International Group, an estimated $8.59M sold.

Based on aggregated 13F filings for Q1 2014.