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ESRX

Express Scripts Holding Company
ESRX

Delisted

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

1,121 hedge funds and large institutions have $44.2B invested in Express Scripts Holding Company in 2014 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 400 increasing their positions, 491 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 52

17% more call options, than puts

Call options by funds: $535M | Put options by funds: $458M

11% more funds holding in top 10

Funds holding in top 10: 6572 (+7)

1% more funds holding

Funds holding: 1,1061,121 (+15)

2% less capital invested

Capital invested by funds: $45.2B → $44.2B (-$994M)

19% less repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 491

Holders
1,121
Holders Change
+15
Holders Change %
+1.36%
% of All Funds
32.52%
Holding in Top 10
72
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.77%
% of All Funds
2.09%
New
78
Increased
400
Reduced
491
Closed
52
Calls
$535M
Puts
$458M
Net Calls
+$77.4M
Net Calls Change
+$47.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.79B -$31.1M -436,630 -1%
Capital World Investors
2
Capital World Investors
California
$2.41B +$384M +5,393,308 +19%
State Street
3
State Street
Massachusetts
$2.24B -$15.4M -216,089 -0.7%
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.8B +$519M +7,290,342 +40%
BIT
5
BlackRock Institutional Trust
California
$1.39B -$18.4M -258,830 -1%
Dodge & Cox
6
Dodge & Cox
California
$1.3B +$42.4M +594,765 +3%
Invesco
7
Invesco
Georgia
$1.04B -$44.8M -629,166 -4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.03B -$38M -532,977 -4%
Brown Advisory
9
Brown Advisory
Maryland
$935M -$30.7M -430,286 -3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$896M -$134M -1,875,600 -13%
Northern Trust
11
Northern Trust
Illinois
$894M -$36.2M -507,559 -4%
DSA
12
Davis Selected Advisers
Arizona
$752M -$3.75M -52,683 -0.5%
GVI
13
Green Valley Investors
Delaware
$639M
BFA
14
BlackRock Fund Advisors
California
$606M +$21.9M +306,826 +4%
JHIU
15
Janus Henderson Investors US
Colorado
$594M -$206M -2,897,011 -26%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$593M -$146M -2,051,849 -20%
Boston Partners
17
Boston Partners
Massachusetts
$556M -$82.8M -1,162,575 -13%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$467M -$115M -1,618,996 -20%
Bank of America
19
Bank of America
North Carolina
$427M -$18.3M -256,210 -4%
Wells Fargo
20
Wells Fargo
California
$426M -$45.4M -637,646 -10%
WP
21
Wedgewood Partners
Missouri
$421M +$30.7M +430,795 +8%
Norges Bank
22
Norges Bank
Norway
$410M -$438M -6,151,353 -51%
BG
23
BlackRock Group
United Kingdom
$410M -$51.5M -723,151 -11%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$400M -$2.1M -29,520 -0.5%
CCM
25
Chieftain Capital Management
New York
$385M +$29.5M +413,580 +8%

ESRX Hedge Fund Activity: Q3 2014 in Review

1,121 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Express Scripts Holding Company (ESRX) for Q3 2014, worth a combined $44.2B — down 2.2% from $45.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ESRX positions and 52 closed out — a net gain of 26 holders — while 400 added to existing stakes and 491 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $519M. The largest seller was Norges Bank, cutting an estimated $438M.

  • 1,121 institutional investors held Express Scripts Holding Company (ESRX) as of Q3 2014, up from 1,106 in Q2 2014.
  • Funds reported $44.2B of Express Scripts Holding Company stock for Q3 2014, down 2.2% quarter-over-quarter.
  • 78 funds opened new Express Scripts Holding Company positions in Q3 2014 and 52 closed out, a net change of +26 holders.
  • The largest Express Scripts Holding Company buyer in Q3 2014 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $519M added.
  • The largest Express Scripts Holding Company seller in Q3 2014 was Norges Bank, an estimated $438M sold.

Based on aggregated 13F filings for Q3 2014.