Express Scripts Holding Company
ESRX
ESRX was delisted on the 20th of December, 2018.
1,023 hedge funds and large institutions have $42.9B invested in Express Scripts Holding Company in 2013 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 412 increasing their positions, 383 reducing their positions, and 72 closing their positions.
77% more call options, than puts
Call options by funds: $897M | Put options by funds: $508M
13% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 72
8% more repeat investments, than reductions
Existing positions increased: 412 | Existing positions reduced: 383
0% more funds holding
Funds holding: 1,023 → 1,023 (0)
0% less capital invested
Capital invested by funds: $43B → $42.9B (-$158M)
14% less funds holding in top 10
Funds holding in top 10: 77 → 66 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$261M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$244M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$193M |
| 4 |
MC
Maverick Capital
Dallas,
Texas
|
+$172M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$167M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$516M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$332M |
| 3 |
TCM
Tran Capital Management
San Rafael,
California
|
-$273M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$184M |
| 5 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$149M |
ESRX Hedge Fund Activity: Q3 2013 in Review
1,023 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Express Scripts Holding Company (ESRX) for Q3 2013, worth a combined $42.9B — down 0.37% from $43B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new ESRX positions and 72 closed out — a net gain of 9 holders — while 412 added to existing stakes and 383 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $261M. The largest seller was Fidelity Investments, cutting an estimated $516M.
- 1,023 institutional investors held Express Scripts Holding Company (ESRX) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $42.9B of Express Scripts Holding Company stock for Q3 2013, down 0.37% quarter-over-quarter.
- 81 funds opened new Express Scripts Holding Company positions in Q3 2013 and 72 closed out, a net change of +9 holders.
- The largest Express Scripts Holding Company buyer in Q3 2013 was Massachusetts Financial Services, an estimated $261M added.
- The largest Express Scripts Holding Company seller in Q3 2013 was Fidelity Investments, an estimated $516M sold.
Based on aggregated 13F filings for Q3 2013.