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ESRX

Express Scripts Holding Company
ESRX

Delisted

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

1,119 hedge funds and large institutions have $34B invested in Express Scripts Holding Company in 2018 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 299 increasing their positions, 493 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 118

1% more funds holding

Funds holding: 1,1091,119 (+10)

9% less capital invested

Capital invested by funds: $37.5B → $34B (-$3.53B)

21% less call options, than puts

Call options by funds: $561M | Put options by funds: $706M

26% less funds holding in top 10

Funds holding in top 10: 3123 (-8)

39% less repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 493

Holders
1,119
Holders Change
+10
Holders Change %
+0.9%
% of All Funds
25.65%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.53%
New
139
Increased
299
Reduced
493
Closed
118
Calls
$561M
Puts
$706M
Net Calls
-$145M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.72B +$24.5M +320,696 +0.8%
Dodge & Cox
2
Dodge & Cox
California
$2.42B +$16M +209,825 +0.6%
BlackRock
3
BlackRock
New York
$2.41B -$52.3M -685,003 -2%
Capital World Investors
4
Capital World Investors
California
$2.07B -$139M -1,815,645 -6%
State Street
5
State Street
Massachusetts
$1.63B -$103M -1,346,802 -5%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.18B -$150M -1,965,880 -10%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$995M -$205M -2,691,215 -16%
Northern Trust
8
Northern Trust
Illinois
$702M -$16.2M -211,694 -2%
Macquarie Group
9
Macquarie Group
Australia
$658M -$49.7M -651,275 -6%
Invesco
10
Invesco
Georgia
$633M +$11.6M +152,187 +2%
PCM
11
Pentwater Capital Management
Florida
$505M +$557M +7,305,600 New
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$497M +$29.6M +388,601 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$494M -$86.8M -1,137,752 -14%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$480M -$1.49M -19,570 -0.3%
Ameriprise
15
Ameriprise
Minnesota
$468M +$66M +865,658 +15%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$455M -$68.4K -897 -0%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$448M -$873K -11,445 -0.2%
Norges Bank
18
Norges Bank
Norway
$412M
Deutsche Bank
19
Deutsche Bank
Germany
$390M +$337M +4,416,972 +359%
LSV Asset Management
20
LSV Asset Management
Illinois
$352M +$12.6M +165,700 +3%
CRC
21
Cedar Rock Capital
United Kingdom
$330M -$8.26M -108,297 -2%
GCM
22
Glenview Capital Management
New York
$321M +$354M +4,641,986 New
Goldman Sachs
23
Goldman Sachs
New York
$280M -$38.4M -503,329 -11%
MF
24
Magnetar Financial
Illinois
$247M +$272M +3,569,260 New
Prudential Financial
25
Prudential Financial
New Jersey
$246M -$7.99M -104,688 -3%

ESRX Hedge Fund Activity: Q1 2018 in Review

1,119 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Express Scripts Holding Company (ESRX) for Q1 2018, worth a combined $34B — down 9.4% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new ESRX positions and 118 closed out — a net gain of 21 holders — while 299 added to existing stakes and 493 trimmed.

The largest buyer was Pentwater Capital Management, opening a new position worth an estimated $557M. The largest seller was Veritas Asset Management, cutting an estimated $438M.

  • 1,119 institutional investors held Express Scripts Holding Company (ESRX) as of Q1 2018, up from 1,109 in Q4 2017.
  • Funds reported $34B of Express Scripts Holding Company stock for Q1 2018, down 9.4% quarter-over-quarter.
  • 139 funds opened new Express Scripts Holding Company positions in Q1 2018 and 118 closed out, a net change of +21 holders.
  • The largest Express Scripts Holding Company buyer in Q1 2018 was Pentwater Capital Management, an estimated $557M added.
  • The largest Express Scripts Holding Company seller in Q1 2018 was Veritas Asset Management, an estimated $438M sold.

Based on aggregated 13F filings for Q1 2018.