Esquire Financial Holdings
102 hedge funds and large institutions have $216M invested in Esquire Financial Holdings in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 8 closing their positions.
113% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 8
9% more funds holding
Funds holding: 94 → 102 (+8)
3% less capital invested
Capital invested by funds: $222M → $216M (-$6.32M)
1.76% less ownership
Funds ownership: 56.42% → 54.65% (-1.8%)
15% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 40
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.82M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.29M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.47M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.33M |
| 5 |
BFM
Boothbay Fund Management
New York
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
101
Creekmur Asset Management
Morton,
Illinois
| $95 | +$94 | +2 | New |
|
|
NA
102
NewEdge Advisors
New Orleans,
Louisiana
| $48 | – | – | – |
|
|
103
Acadian Asset Management
Boston,
Massachusetts
| – | -$1.47M | -31,015 | Closed |
|
|
EA
104
Ellsworth Advisors
Hudson,
Ohio
| – | -$648K | -14,063 | Closed |
|
|
SPA
105
Sherbrooke Park Advisers
White Plains,
New York
| – | -$294K | -6,198 | Closed |
|
|
AIG
106
American International Group
New York
| – | -$163K | -3,426 | Closed |
|
|
CCM
107
Copeland Capital Management
Conshohocken,
Pennsylvania
| – | -$31.3K | -659 | Closed |
|
|
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$20.4K | -429 | Closed |
|
109
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$2.47K | -52 | Closed |
|
|
AWM
110
Avior Wealth Management
Omaha,
Nebraska
| – | -$47 | -1 | Closed |
|
ESQ Hedge Fund Activity: Q2 2024 in Review
102 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Esquire Financial Holdings (ESQ) for Q2 2024, worth a combined $216M — down 2.8% from $222M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new ESQ positions and 8 closed out — a net gain of 9 holders — while 34 added to existing stakes and 40 trimmed.
The largest buyer was BlackRock, adding an estimated $1.03M. The largest seller was Bank of America, cutting an estimated $4.82M.
- 102 institutional investors held Esquire Financial Holdings (ESQ) as of Q2 2024, up from 94 in Q1 2024.
- Funds reported $216M of Esquire Financial Holdings stock for Q2 2024, down 2.8% quarter-over-quarter.
- 17 funds opened new Esquire Financial Holdings positions in Q2 2024 and 8 closed out, a net change of +9 holders.
- The largest Esquire Financial Holdings buyer in Q2 2024 was BlackRock, an estimated $1.03M added.
- The largest Esquire Financial Holdings seller in Q2 2024 was Bank of America, an estimated $4.82M sold.
Based on aggregated 13F filings for Q2 2024.