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ESRX

Express Scripts Holding Company
ESRX

Delisted

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

1,235 hedge funds and large institutions have $51.9B invested in Express Scripts Holding Company in 2015 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 461 increasing their positions, 507 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $1.12B | Put options by funds: $475M

9% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 80

9% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 507

1% less funds holding

Funds holding: 1,2521,235 (-17)

9% less funds holding in top 10

Funds holding in top 10: 10696 (-10)

11% less capital invested

Capital invested by funds: $58B → $51.9B (-$6.18B)

Holders
1,235
Holders Change
-17
Holders Change %
-1.36%
% of All Funds
34.48%
Holding in Top 10
96
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.43%
% of All Funds
2.68%
New
73
Increased
461
Reduced
507
Closed
80
Calls
$1.12B
Puts
$475M
Net Calls
+$645M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$3.6B +$95.8M +1,099,400 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.23B -$172M -1,972,330 -5%
Dodge & Cox
3
Dodge & Cox
California
$2.3B +$41.2M +472,746 +2%
State Street
4
State Street
Massachusetts
$2.23B -$182M -2,088,534 -7%
ACM
5
Americafirst Capital Management
California
$1.8B +$279K +3,206 +17%
Morgan Stanley
6
Morgan Stanley
New York
$1.55B -$1.29B -14,828,105 -44%
BIT
7
BlackRock Institutional Trust
California
$1.41B -$122M -1,398,862 -7%
Invesco
8
Invesco
Georgia
$1.27B -$43M -493,308 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.26B +$20.5M +235,423 +2%
Capital Research Global Investors
10
Capital Research Global Investors
California
$1.13B +$412M +4,725,000 +51%
Northern Trust
11
Northern Trust
Illinois
$925M -$78.9M -906,220 -7%
Brown Advisory
12
Brown Advisory
Maryland
$803M -$94.4M -1,083,598 -10%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$754M -$27.2M -312,147 -3%
BFA
14
BlackRock Fund Advisors
California
$747M -$37.8M -434,362 -4%
DSA
15
Davis Selected Advisers
Arizona
$742M -$333M -3,824,321 -29%
GVI
16
Green Valley Investors
Delaware
$733M
Fidelity Investments
17
Fidelity Investments
Massachusetts
$729M -$45.2M -518,508 -5%
Boston Partners
18
Boston Partners
Massachusetts
$698M +$21.3M +244,029 +3%
Macquarie Group
19
Macquarie Group
Australia
$586M +$29.5M +338,305 +5%
Bank of America
20
Bank of America
North Carolina
$534M +$158M +1,814,094 +38%
Norges Bank
21
Norges Bank
Norway
$482M -$9.56M -109,717 -2%
BG
22
BlackRock Group
United Kingdom
$478M -$3.59M -41,230 -0.7%
WP
23
Wedgewood Partners
Missouri
$465M -$69.2M -794,070 -12%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$443M -$43.6M -500,718 -8%
Ameriprise
25
Ameriprise
Minnesota
$442M +$2.86M +32,806 +0.6%

ESRX Hedge Fund Activity: Q3 2015 in Review

1,235 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Express Scripts Holding Company (ESRX) for Q3 2015, worth a combined $51.9B — down 11% from $58B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of ESRX and 73 opened new positions — a net loss of 7 holders — while 507 trimmed existing stakes and 461 added.

The largest buyer was Capital Research Global Investors, adding an estimated $412M. The largest seller was Morgan Stanley, cutting an estimated $1.29B.

  • 1,235 institutional investors held Express Scripts Holding Company (ESRX) as of Q3 2015, down from 1,252 in Q2 2015.
  • Funds reported $51.9B of Express Scripts Holding Company stock for Q3 2015, down 11% quarter-over-quarter.
  • 73 funds opened new Express Scripts Holding Company positions in Q3 2015 and 80 closed out, a net change of -7 holders.
  • The largest Express Scripts Holding Company buyer in Q3 2015 was Capital Research Global Investors, an estimated $412M added.
  • The largest Express Scripts Holding Company seller in Q3 2015 was Morgan Stanley, an estimated $1.29B sold.

Based on aggregated 13F filings for Q3 2015.