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Esquire Financial Holdings
ESQ

111 hedge funds and large institutions have $308M invested in Esquire Financial Holdings in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

43% more capital invested

Capital invested by funds: $216M → $308M (+$92.2M)

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

9% more funds holding

Funds holding: 102 → 111 (+9)

2.14% more ownership

Funds ownership: 54.65% → 56.79% (+2.1%)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
40
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
Ampfield Management
New York
+$13.1M
2
Invesco
Invesco
Georgia
+$2.97M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.53M
4
Morgan Stanley
Morgan Stanley
New York
+$1.37M
5
American Century Companies
American Century Companies
Missouri
+$1.19M

Top Sellers

1
BCM
Basswood Capital Management
New York
-$4.89M
2
JAM
Jacobs Asset Management
New York
-$3.14M
3
Citadel Advisors
Citadel Advisors
Florida
-$974K
4
Millennium Management
Millennium Management
New York
-$973K
5
MCM
Maltese Capital Management
New York
-$962K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1
Wasatch Advisors
Utah
$36.9M +$255K +4,426 +0.8%
BlackRock
2
BlackRock
New York
$35.5M +$498K +8,621 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.9M +$1.53M +26,517 +8%
BCM
4
Basswood Capital Management
New York
$17.5M -$4.89M -84,798 -24%
AM
5
Ampfield Management
New York
$14.8M +$13.1M +226,860 New
GKIM
6
GW&K Investment Management
Massachusetts
$13.7M +$208K +3,600 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$13.5M +$225K +3,891 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$11.9M +$348K +6,025 +3%
State Street
9
State Street
Massachusetts
$9.41M +$655K +11,345 +9%
American Century Companies
10
American Century Companies
Missouri
$9.32M +$1.19M +20,695 +17%
AllianceBernstein
11
AllianceBernstein
Tennessee
$9.15M -$773K -13,391 -9%
GPGA
12
Grandeur Peak Global Advisors
Utah
$6.81M -$27.8K -481 -0.5%
MCM
13
Maltese Capital Management
New York
$6.13M -$962K -16,660 -15%
GCM
14
Gator Capital Management
Florida
$6.09M – – –
PRCP
15
Pacific Ridge Capital Partners
Oregon
$5.99M -$391K -6,768 -7%
First Manhattan
16
First Manhattan
New York
$5.19M -$141K -2,450 -3%
Invesco
17
Invesco
Georgia
$4.38M +$2.97M +51,447 +326%
Northern Trust
18
Northern Trust
Illinois
$3.91M +$100K +1,734 +3%
Renaissance Technologies
19
Renaissance Technologies
New York
$3.64M -$444K -7,700 -12%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$3.56M -$276K -4,777 -8%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$3.48M -$142K -2,466 -4%
EPCA
22
Elizabeth Park Capital Advisors
Ohio
$3.14M -$665K -11,528 -19%
CCM
23
Cox Capital Management
Massachusetts
$2.72M -$44.4K -769 -2%
RHCA
24
Rosenthal Henry Capital Advisors
Indiana
$2.66M +$46.2K +800 +2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.55M -$374K -6,477 -14%
1
2 3 4 5

ESQ Hedge Fund Activity: Q3 2024 in Review

111 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Esquire Financial Holdings (ESQ) for Q3 2024, worth a combined $308M — up 43% from $216M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ESQ positions and 13 closed out — a net gain of 9 holders — while 40 added to existing stakes and 35 trimmed.

The largest buyer was Ampfield Management, opening a new position worth an estimated $13.1M. The largest seller was Basswood Capital Management, cutting an estimated $4.89M.

  • 111 institutional investors held Esquire Financial Holdings (ESQ) as of Q3 2024, up from 102 in Q2 2024.
  • Funds reported $308M of Esquire Financial Holdings stock for Q3 2024, up 43% quarter-over-quarter.
  • 22 funds opened new Esquire Financial Holdings positions in Q3 2024 and 13 closed out, a net change of +9 holders.
  • The largest Esquire Financial Holdings buyer in Q3 2024 was Ampfield Management, an estimated $13.1M added.
  • The largest Esquire Financial Holdings seller in Q3 2024 was Basswood Capital Management, an estimated $4.89M sold.

Based on aggregated 13F filings for Q3 2024.