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ESND

Essendant Inc.
ESND

Delisted

ESND was delisted on the 30th of January, 2019.

152 hedge funds and large institutions have $490M invested in Essendant Inc. in 2017 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 38

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

3% more funds holding

Funds holding: 147152 (+5)

9% less capital invested

Capital invested by funds: $538M → $490M (-$47.3M)

96% less call options, than puts

Call options by funds: $9K | Put options by funds: $238K

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
75
Reduced
38
Closed
12
Calls
$9K
Puts
$238K
Net Calls
-$229K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$62.9M +$1.39M +109,998 +2%
Pzena Investment Management
2
Pzena Investment Management
New York
$57M +$10.5M +832,767 +24%
Vanguard Group
3
Vanguard Group
Pennsylvania
$47.6M +$308K +24,350 +0.7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$41.7M -$1.91M -151,196 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$34.8M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$33.7M -$1.79M -141,859 -5%
State Street
7
State Street
Massachusetts
$14M +$173K +13,662 +1%
Norges Bank
8
Norges Bank
Norway
$13M
JP Morgan Chase
9
JP Morgan Chase
New York
$9.69M -$264K -20,884 -3%
Charles Schwab
10
Charles Schwab
California
$9.57M +$1.22M +96,391 +15%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.97M -$157K -12,453 -2%
Ameriprise
12
Ameriprise
Minnesota
$8.62M +$2.59M +204,435 +45%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$7.63M +$1.29M +102,118 +21%
Deutsche Bank
14
Deutsche Bank
Germany
$7M +$840K +66,394 +14%
Northern Trust
15
Northern Trust
Illinois
$6.51M +$39.8K +3,149 +0.6%
LSV Asset Management
16
LSV Asset Management
Illinois
$5.43M +$216K +17,100 +4%
Citadel Advisors
17
Citadel Advisors
Florida
$5.41M +$3.23M +255,291 +164%
Prudential Financial
18
Prudential Financial
New Jersey
$4.61M +$126K +9,930 +3%
USAA
19
United Services Automobile Association
Texas
$4.54M
PPA
20
Parametric Portfolio Associates
Washington
$4.14M +$554K +43,780 +16%
NI
21
Numeric Investors
Massachusetts
$3.91M +$3.48M +274,912 +1,244%
O
22
OppenheimerFunds
New York
$3.82M +$515K +40,721 +16%
PTC
23
Philadelphia Trust Company
Pennsylvania
$3.74M -$628K -49,650 -15%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.73M -$27.9K -2,210 -0.8%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$3.68M +$994K +78,600 +39%

ESND Hedge Fund Activity: Q3 2017 in Review

152 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Essendant Inc. (ESND) for Q3 2017, worth a combined $490M — down 8.8% from $538M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ESND positions and 12 closed out — a net gain of 7 holders — while 75 added to existing stakes and 38 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $10.5M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $13.4M sold.

  • 152 institutional investors held Essendant Inc. (ESND) as of Q3 2017, up from 147 in Q2 2017.
  • Funds reported $490M of Essendant Inc. stock for Q3 2017, down 8.8% quarter-over-quarter.
  • 19 funds opened new Essendant Inc. positions in Q3 2017 and 12 closed out, a net change of +7 holders.
  • The largest Essendant Inc. buyer in Q3 2017 was Pzena Investment Management, an estimated $10.5M added.
  • The largest Essendant Inc. seller in Q3 2017 was Frontier Capital Management, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2017.