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ESRX

Express Scripts Holding Company
ESRX

Delisted

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

1,106 hedge funds and large institutions have $45.2B invested in Express Scripts Holding Company in 2014 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 443 increasing their positions, 451 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $331M | Put options by funds: $301M

2% less repeat investments, than reductions

Existing positions increased: 443 | Existing positions reduced: 451

3% less funds holding

Funds holding: 1,1461,106 (-40)

10% less capital invested

Capital invested by funds: $50.4B → $45.2B (-$5.2B)

29% less funds holding in top 10

Funds holding in top 10: 9165 (-26)

34% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 94

Holders
1,106
Holders Change
-40
Holders Change %
-3.49%
% of All Funds
31.78%
Holding in Top 10
65
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-28.57%
% of All Funds
1.87%
New
62
Increased
443
Reduced
451
Closed
94
Calls
$331M
Puts
$301M
Net Calls
+$29.5M
Net Calls Change
-$211M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.77B +$35.5M +504,195 +1%
State Street
2
State Street
Massachusetts
$2.21B +$27.7M +394,248 +1%
Capital World Investors
3
Capital World Investors
California
$1.99B +$44.3M +630,000 +2%
BIT
4
BlackRock Institutional Trust
California
$1.38B +$3.65M +51,819 +0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.26B +$400M +5,685,105 +45%
Dodge & Cox
6
Dodge & Cox
California
$1.24B +$443M +6,288,630 +54%
Invesco
7
Invesco
Georgia
$1.06B -$52.1M -739,642 -5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.05B -$65.5M -931,340 -6%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$1.01B -$98.6M -1,400,327 -9%
Brown Advisory
10
Brown Advisory
Maryland
$947M -$14.2M -202,302 -1%
Northern Trust
11
Northern Trust
Illinois
$913M -$23.1M -328,071 -2%
Norges Bank
12
Norges Bank
Norway
$829M +$421M +5,981,317 +100%
JHIU
13
Janus Henderson Investors US
Colorado
$784M -$126M -1,790,614 -14%
DSA
14
Davis Selected Advisers
Arizona
$742M -$47.7M -677,324 -6%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$724M -$110M -1,559,383 -13%
GVI
16
Green Valley Investors
Delaware
$627M
Boston Partners
17
Boston Partners
Massachusetts
$626M +$142M +2,016,254 +29%
BFA
18
BlackRock Fund Advisors
California
$573M +$10.1M +142,885 +2%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$571M -$74.6M -1,059,507 -11%
Wells Fargo
20
Wells Fargo
California
$462M -$132M -1,877,310 -22%
BG
21
BlackRock Group
United Kingdom
$453M +$12.3M +175,261 +3%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$439M +$84.6M +1,202,393 +23%
Bank of America
23
Bank of America
North Carolina
$437M -$36.6M -519,455 -8%
Fidelity International
24
Fidelity International
Bermuda
$426M -$85.3M -1,211,517 -16%
Deutsche Bank
25
Deutsche Bank
Germany
$425M -$14M -199,228 -3%

ESRX Hedge Fund Activity: Q2 2014 in Review

1,106 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Express Scripts Holding Company (ESRX) for Q2 2014, worth a combined $45.2B — down 10% from $50.4B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of ESRX and 62 opened new positions — a net loss of 32 holders — while 451 trimmed existing stakes and 443 added.

The largest buyer was Dodge & Cox, adding an estimated $443M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $818M sold.

  • 1,106 institutional investors held Express Scripts Holding Company (ESRX) as of Q2 2014, down from 1,146 in Q1 2014.
  • Funds reported $45.2B of Express Scripts Holding Company stock for Q2 2014, down 10% quarter-over-quarter.
  • 62 funds opened new Express Scripts Holding Company positions in Q2 2014 and 94 closed out, a net change of -32 holders.
  • The largest Express Scripts Holding Company buyer in Q2 2014 was Dodge & Cox, an estimated $443M added.
  • The largest Express Scripts Holding Company seller in Q2 2014 was Capital Research Global Investors, an estimated $818M sold.

Based on aggregated 13F filings for Q2 2014.