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ESRX

Express Scripts Holding Company
ESRX

Delisted

ESRX was delisted on the 20th of December, 2018.

1,046 hedge funds and large institutions have $33.1B invested in Express Scripts Holding Company in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 307 increasing their positions, 505 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $34.9B → $33.1B (-$1.73B)

6% less funds holding

Funds holding: 1,1091,046 (-63)

32% less call options, than puts

Call options by funds: $331M | Put options by funds: $489M

33% less funds holding in top 10

Funds holding in top 10: 4329 (-14)

39% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 505

43% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 126

Holders
1,046
Holders Change
-63
Holders Change %
-5.68%
% of All Funds
26.08%
Holding in Top 10
29
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-32.56%
% of All Funds
0.72%
New
72
Increased
307
Reduced
505
Closed
126
Calls
$331M
Puts
$489M
Net Calls
-$159M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$233M +$3.91M +62,263 +2%
Morgan Stanley
27
Morgan Stanley
New York
$230M -$31.4M -500,208 -12%
Toronto Dominion Bank
28
Toronto Dominion Bank
Ontario, Canada
$221M +$2.28M +36,254 +1%
O
29
OppenheimerFunds
New York
$217M -$15M -238,716 -7%
American Century Companies
30
American Century Companies
Missouri
$208M +$8.49M +135,124 +4%
TCIM
31
TIAA CREF Investment Management
New York
$201M -$66.2M -1,054,060 -25%
Prudential Financial
32
Prudential Financial
New Jersey
$198M +$18.9M +301,350 +11%
Charles Schwab
33
Charles Schwab
California
$195M +$6.07M +96,586 +3%
LSV Asset Management
34
LSV Asset Management
Illinois
$192M -$1.16M -18,500 -0.6%
Goldman Sachs
35
Goldman Sachs
New York
$185M -$11.8M -188,489 -6%
Pzena Investment Management
36
Pzena Investment Management
New York
$181M +$178M +2,838,878 New
UBS AM
37
UBS AM
Illinois
$164M -$3.26M -51,961 -2%
BG
38
Baupost Group
Massachusetts
$163M +$83.4M +1,328,272 +108%
Capital International Investors
39
Capital International Investors
California
$161M
Wells Fargo
40
Wells Fargo
California
$156M -$12.8M -203,647 -8%
B
41
BloombergSen
Ontario, Canada
$151M
Brown Advisory
42
Brown Advisory
Maryland
$150M +$32.7M +520,119 +28%
BIP
43
Brandes Investment Partners
California
$143M -$10M -159,134 -7%
MNA
44
Manning & Napier Advisors
New York
$141M -$30.6M -486,755 -18%
Swiss National Bank
45
Swiss National Bank
Switzerland
$141M +$1.69M +26,900 +1%
JIM
46
Jupiter Investment Management
United Kingdom
$136M -$1.6M -25,496 -1%
APG Asset Management
47
APG Asset Management
Netherlands
$132M -$16.9M -269,218 -11%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$132M -$55.4M -881,463 -30%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$130M +$8.1K +129 +0%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$126M -$2.14M -34,002 -2%

ESRX Hedge Fund Activity: Q2 2017 in Review

1,046 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Express Scripts Holding Company (ESRX) for Q2 2017, worth a combined $33.1B — down 5% from $34.9B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of ESRX and 72 opened new positions — a net loss of 54 holders — while 505 trimmed existing stakes and 307 added.

The largest buyer was Dodge & Cox, adding an estimated $464M. The largest seller was Numeric Investors, cutting an estimated $124M.

  • 1,046 institutional investors held Express Scripts Holding Company (ESRX) as of Q2 2017, down from 1,109 in Q1 2017.
  • Funds reported $33.1B of Express Scripts Holding Company stock for Q2 2017, down 5% quarter-over-quarter.
  • 72 funds opened new Express Scripts Holding Company positions in Q2 2017 and 126 closed out, a net change of -54 holders.
  • The largest Express Scripts Holding Company buyer in Q2 2017 was Dodge & Cox, an estimated $464M added.
  • The largest Express Scripts Holding Company seller in Q2 2017 was Numeric Investors, an estimated $124M sold.

Based on aggregated 13F filings for Q2 2017.