We are live on ! Find out more
ESND

Essendant Inc.
ESND

Delisted

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

126 hedge funds and large institutions have $369M invested in Essendant Inc. in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less capital invested

Capital invested by funds: $401M → $369M (-$31.5M)

10% less funds holding

Funds holding: 140126 (-14)

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

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: $328K

Holders
126
Holders Change
-14
Holders Change %
-10%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
35
Reduced
46
Closed
30
Calls
Puts
$328K
Net Calls
-$328K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$65.2M +$1.5M +118,645 +2%
Pzena Investment Management
2
Pzena Investment Management
New York
$41.3M -$15.3M -1,213,328 -27%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36M
Vanguard Group
4
Vanguard Group
Pennsylvania
$29M +$2.29M +181,335 +9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$25.2M -$13 -1 -0%
JP Morgan Chase
6
JP Morgan Chase
New York
$24.9M +$4.29M +339,715 +21%
Charles Schwab
7
Charles Schwab
California
$16.2M -$1.62M -128,645 -9%
State Street
8
State Street
Massachusetts
$13M -$210K -16,656 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$10.3M -$420K -33,293 -4%
OAM
10
Oxford Asset Management
United Kingdom
$6.27M +$5.74M +454,608 +1,043%
Northern Trust
11
Northern Trust
Illinois
$5.95M -$33K -2,614 -0.5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.35M +$239K +18,912 +5%
OAC
13
OMERS Administration Corp
Ontario, Canada
$5.03M +$2.84M +225,100 +129%
Invesco
14
Invesco
Georgia
$4.76M +$509K +40,352 +12%
PPA
15
Parametric Portfolio Associates
Washington
$4.72M -$26.3K -2,081 -0.6%
Norges Bank
16
Norges Bank
Norway
$4.67M
Principal Financial Group
17
Principal Financial Group
Iowa
$3.35M +$18.3K +1,452 +0.5%
Goldman Sachs
18
Goldman Sachs
New York
$3.17M +$429K +34,014 +16%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$3.01M -$139K -11,010 -4%
CL
20
CSS LLC
Illinois
$2.83M +$2.83M +224,604 New
O
21
OppenheimerFunds
New York
$2.54M -$696K -55,151 -21%
Ameriprise
22
Ameriprise
Minnesota
$2.32M -$329K -26,040 -12%
Barrow, Hanley, Mewhinney & Strauss
23
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.04M -$914K -72,445 -31%
BCM
24
Bridgeway Capital Management
Texas
$2.04M
MSL
25
Mackay Shields LLC
New York
$1.94M -$1.04M -82,400 -35%

ESND Hedge Fund Activity: Q4 2018 in Review

126 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Essendant Inc. (ESND) for Q4 2018, worth a combined $369M — down 7.8% from $401M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of ESND and 17 opened new positions — a net loss of 13 holders — while 46 trimmed existing stakes and 35 added.

The largest buyer was Oxford Asset Management, adding an estimated $5.74M. The largest seller was Pzena Investment Management, cutting an estimated $15.3M.

  • 126 institutional investors held Essendant Inc. (ESND) as of Q4 2018, down from 140 in Q3 2018.
  • Funds reported $369M of Essendant Inc. stock for Q4 2018, down 7.8% quarter-over-quarter.
  • 17 funds opened new Essendant Inc. positions in Q4 2018 and 30 closed out, a net change of -13 holders.
  • The largest Essendant Inc. buyer in Q4 2018 was Oxford Asset Management, an estimated $5.74M added.
  • The largest Essendant Inc. seller in Q4 2018 was Pzena Investment Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2018.