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Esquire Financial Holdings
ESQ

123 hedge funds and large institutions have $394M invested in Esquire Financial Holdings in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

28% more capital invested

Capital invested by funds: $308M → $394M (+$86M)

11% more funds holding

Funds holding: 111 → 123 (+12)

2.81% more ownership

Funds ownership: 56.79% → 59.6% (+2.8%)

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

Holders
123
Holders Change
+12
Holders Change %
+10.81%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
24
Increased
41
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$30.2M
2
AM
Ampfield Management
New York
+$1.78M
3
American Century Companies
American Century Companies
Missouri
+$1.72M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.53M
5
Goldman Sachs
Goldman Sachs
New York
+$1.39M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$7.42M
2
Millennium Management
Millennium Management
New York
-$2.36M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.35M
4
PRCP
Pacific Ridge Capital Partners
Oregon
-$1.83M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$2.94M +$1.39M +19,419 +110%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.73M -$339K -4,718 -12%
Renaissance Technologies
28
Renaissance Technologies
New York
$2.66M -$1.61M -22,400 -40%
HIS
29
Horizon Investment Services
Indiana
$2.65M +$472K +6,572 +25%
Morgan Stanley
30
Morgan Stanley
New York
$2.55M -$156K -2,180 -6%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$2.52M -$294K -4,100 -11%
RC
32
RBF Capital
California
$2.38M – – –
N
33
Nuveen
North Carolina
$2.35M +$91.4K +1,274 +5%
JP Morgan Chase
34
JP Morgan Chase
New York
$2.17M +$276K +3,840 +16%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.04M +$17.4K +243 +1%
First Trust Advisors
36
First Trust Advisors
Illinois
$2.03M -$164K -2,289 -8%
Two Sigma Investments
37
Two Sigma Investments
New York
$1.9M -$527K -7,346 -24%
BFM
38
Boothbay Fund Management
New York
$1.88M +$220K +3,071 +15%
Ameriprise
39
Ameriprise
Minnesota
$1.82M +$49.9K +696 +3%
Charles Schwab
40
Charles Schwab
California
$1.63M +$33.5K +467 +2%
UBS Group
41
UBS Group
Switzerland
$1.56M +$1.1M +15,319 +353%
EMFAT
42
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.4M – – –
Wells Fargo
43
Wells Fargo
California
$1.21M +$78.6K +1,095 +8%
EI
44
EAM Investors
California
$1.17M -$57.2K -797 -5%
Squarepoint
45
Squarepoint
New York
$1.14M -$384K -5,349 -27%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.04M +$287 +4 +0%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$890K +$1.94K +27 +0.2%
Barclays
48
Barclays
United Kingdom
$888K +$62.1K +865 +8%
Corient Private Wealth
49
Corient Private Wealth
Florida
$749K -$2.15K -30 -0.2%
Boston Partners
50
Boston Partners
Massachusetts
$743K -$540K -7,520 -45%
1
2
3 4 5

ESQ Hedge Fund Activity: Q4 2024 in Review

123 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Esquire Financial Holdings (ESQ) for Q4 2024, worth a combined $394M — up 28% from $308M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ESQ positions and 11 closed out — a net gain of 13 holders — while 41 added to existing stakes and 38 trimmed.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $30.2M. The largest seller was Wasatch Advisors, cutting an estimated $7.42M.

  • 123 institutional investors held Esquire Financial Holdings (ESQ) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $394M of Esquire Financial Holdings stock for Q4 2024, up 28% quarter-over-quarter.
  • 24 funds opened new Esquire Financial Holdings positions in Q4 2024 and 11 closed out, a net change of +13 holders.
  • The largest Esquire Financial Holdings buyer in Q4 2024 was Mawer Investment Management, an estimated $30.2M added.
  • The largest Esquire Financial Holdings seller in Q4 2024 was Wasatch Advisors, an estimated $7.42M sold.

Based on aggregated 13F filings for Q4 2024.