Essent Group
ESNT
369 hedge funds and large institutions have $5.11B invested in Essent Group in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 133 increasing their positions, 138 reducing their positions, and 40 closing their positions.
40% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 40
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
3% more funds holding
Funds holding: 360 → 369 (+9)
4% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 138
2.8% less ownership
Funds ownership: 95.83% → 93.03% (-2.8%)
15% less capital invested
Capital invested by funds: $6.03B → $5.11B (-$915M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$34.1M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$33M |
| 3 |
Two Sigma Investments
New York
|
+$26.6M |
| 4 |
Millennium Management
New York
|
+$19.6M |
| 5 |
Jane Street
New York
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$68.7M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$66.2M |
| 3 |
NAMI
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
-$63.2M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$31.1M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$23.6M |
ESNT Hedge Fund Activity: Q1 2026 in Review
369 of the 8,177 institutional investors tracked by Wall St. Rank reported a position in Essent Group (ESNT) for Q1 2026, worth a combined $5.11B — down 15% from $6.03B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new ESNT positions and 40 closed out — a net gain of 16 holders — while 133 added to existing stakes and 138 trimmed.
The largest buyer was American Century Companies, adding an estimated $34.1M. The largest seller was BlackRock, cutting an estimated $68.7M.
- 369 institutional investors held Essent Group (ESNT) as of Q1 2026, up from 360 in Q4 2025.
- Funds reported $5.11B of Essent Group stock for Q1 2026, down 15% quarter-over-quarter.
- 56 funds opened new Essent Group positions in Q1 2026 and 40 closed out, a net change of +16 holders.
- The largest Essent Group buyer in Q1 2026 was American Century Companies, an estimated $34.1M added.
- The largest Essent Group seller in Q1 2026 was BlackRock, an estimated $68.7M sold.
Based on aggregated 13F filings for Q1 2026.