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ESRX

Express Scripts Holding Company
ESRX

Delisted

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

1,150 hedge funds and large institutions have $37.4B invested in Express Scripts Holding Company in 2016 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 343 increasing their positions, 560 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 1,2131,150 (-63)

13% less capital invested

Capital invested by funds: $42.9B → $37.4B (-$5.45B)

28% less call options, than puts

Call options by funds: $313M | Put options by funds: $434M

33% less funds holding in top 10

Funds holding in top 10: 5738 (-19)

39% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 560

48% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 108

Holders
1,150
Holders Change
-63
Holders Change %
-5.19%
% of All Funds
30.68%
Holding in Top 10
38
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-33.33%
% of All Funds
1.01%
New
56
Increased
343
Reduced
560
Closed
108
Calls
$313M
Puts
$434M
Net Calls
-$121M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$3.05B -$53.2M -710,807 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.79B +$49.9M +666,859 +2%
State Street
3
State Street
Massachusetts
$1.85B +$32.1M +428,824 +2%
Dodge & Cox
4
Dodge & Cox
California
$1.51B -$21M -281,044 -1%
BIT
5
BlackRock Institutional Trust
California
$1.24B +$49.7M +664,107 +4%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.23B +$206M +2,760,945 +19%
Capital Research Global Investors
7
Capital Research Global Investors
California
$815M -$50.4M -674,315 -6%
Northern Trust
8
Northern Trust
Illinois
$737M +$10.2M +136,327 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$730M -$269M -3,596,083 -26%
Invesco
10
Invesco
Georgia
$722M -$209M -2,800,594 -21%
Macquarie Group
11
Macquarie Group
Australia
$719M -$659M -8,812,289 -46%
BFA
12
BlackRock Fund Advisors
California
$646M +$2.12M +28,399 +0.3%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$537M -$11.2M -149,254 -2%
Boston Partners
14
Boston Partners
Massachusetts
$481M -$18M -240,687 -3%
VAM
15
Veritas Asset Management
United Kingdom
$437M +$38M +508,751 +9%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$433M +$28.5M +381,385 +7%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$427M +$136M +1,825,066 +43%
Norges Bank
18
Norges Bank
Norway
$420M +$3.11M +41,644 +0.7%
BG
19
BlackRock Group
United Kingdom
$398M +$674K +9,016 +0.2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$394M +$9.4M +125,708 +2%
FP
21
FPR Partners
California
$385M
GVI
22
Green Valley Investors
Delaware
$361M -$138M -1,841,631 -26%
Ameriprise
23
Ameriprise
Minnesota
$359M -$89.2M -1,193,459 -19%
Fidelity International
24
Fidelity International
Bermuda
$351M -$16.8M -224,899 -4%
CRC
25
Cedar Rock Capital
United Kingdom
$350M +$2.61M +34,875 +0.7%

ESRX Hedge Fund Activity: Q3 2016 in Review

1,150 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Express Scripts Holding Company (ESRX) for Q3 2016, worth a combined $37.4B — down 13% from $42.9B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of ESRX and 56 opened new positions — a net loss of 52 holders — while 560 trimmed existing stakes and 343 added.

The largest buyer was Toronto Dominion Bank, adding an estimated $244M. The largest seller was Macquarie Group, cutting an estimated $659M.

  • 1,150 institutional investors held Express Scripts Holding Company (ESRX) as of Q3 2016, down from 1,213 in Q2 2016.
  • Funds reported $37.4B of Express Scripts Holding Company stock for Q3 2016, down 13% quarter-over-quarter.
  • 56 funds opened new Express Scripts Holding Company positions in Q3 2016 and 108 closed out, a net change of -52 holders.
  • The largest Express Scripts Holding Company buyer in Q3 2016 was Toronto Dominion Bank, an estimated $244M added.
  • The largest Express Scripts Holding Company seller in Q3 2016 was Macquarie Group, an estimated $659M sold.

Based on aggregated 13F filings for Q3 2016.