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ESND

Essendant Inc.
ESND

Delisted

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

139 hedge funds and large institutions have $421M invested in Essendant Inc. in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more capital invested

Capital invested by funds: $277M → $421M (+$144M)

10% less funds holding

Funds holding: 154139 (-15)

25% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 57

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $339K

Holders
139
Holders Change
-15
Holders Change %
-9.74%
% of All Funds
3.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
43
Reduced
57
Closed
30
Calls
Puts
$339K
Net Calls
-$339K
Net Calls Change
-$141K
Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
1
Pzena Investment Management
New York
$65.3M +$829K +73,334 +2%
BlackRock
2
BlackRock
New York
$61.9M -$5.22M -462,030 -9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38M +$1.93M +171,061 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$27.9M +$1.19M +104,835 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$27.4M -$6.92M -611,709 -23%
Charles Schwab
6
Charles Schwab
California
$17.9M +$3.15M +278,361 +26%
JP Morgan Chase
7
JP Morgan Chase
New York
$14M +$921K +81,469 +8%
State Street
8
State Street
Massachusetts
$13.2M -$88.4K -7,823 -0.8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$11.4M -$77.5K -6,856 -0.8%
Deutsche Bank
10
Deutsche Bank
Germany
$9.11M -$2.22M -196,173 -22%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.98M -$1.11M -98,029 -13%
Man Group
12
Man Group
United Kingdom
$7.7M +$6.58M +582,206 New
Northern Trust
13
Northern Trust
Illinois
$6.25M +$101K +8,893 +2%
PPA
14
Parametric Portfolio Associates
Washington
$5.36M +$719K +63,568 +19%
Norges Bank
15
Norges Bank
Norway
$4.9M
Two Sigma Advisers
16
Two Sigma Advisers
New York
$4.55M -$200K -17,661 -5%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.36M -$475K -41,970 -11%
LSV Asset Management
18
LSV Asset Management
Illinois
$4.22M -$991K -87,665 -22%
Invesco
19
Invesco
Georgia
$4.21M +$828K +73,270 +30%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.88M +$49.2K +4,352 +2%
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.79M +$543K +48,053 +20%
IA
22
IndexIQ Advisors
New York
$3.71M +$212K +18,788 +7%
MSL
23
Mackay Shields LLC
New York
$3.34M +$667K +59,000 +30%
SCC
24
Spring Creek Capital
Kansas
$3.31M +$2.83M +250,000 New
O
25
OppenheimerFunds
New York
$3.03M -$1.69M -149,331 -39%

ESND Hedge Fund Activity: Q2 2018 in Review

139 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Essendant Inc. (ESND) for Q2 2018, worth a combined $421M — up 52% from $277M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of ESND and 17 opened new positions — a net loss of 13 holders — while 57 trimmed existing stakes and 43 added.

The largest buyer was Man Group, opening a new position worth an estimated $6.58M. The largest seller was Fidelity Investments, cutting an estimated $6.92M.

  • 139 institutional investors held Essendant Inc. (ESND) as of Q2 2018, down from 154 in Q1 2018.
  • Funds reported $421M of Essendant Inc. stock for Q2 2018, up 52% quarter-over-quarter.
  • 17 funds opened new Essendant Inc. positions in Q2 2018 and 30 closed out, a net change of -13 holders.
  • The largest Essendant Inc. buyer in Q2 2018 was Man Group, an estimated $6.58M added.
  • The largest Essendant Inc. seller in Q2 2018 was Fidelity Investments, an estimated $6.92M sold.

Based on aggregated 13F filings for Q2 2018.