We are live on ! Find out more
ESS icon

Essex Property Trust

477 hedge funds and large institutions have $12.8B invested in Essex Property Trust in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 186 increasing their positions, 179 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 179

0.99% more ownership

Funds ownership: 96.64%97.63% (+0.99%)

4% less funds holding

Funds holding: 498477 (-21)

12% less capital invested

Capital invested by funds: $14.5B → $12.8B (-$1.71B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

28% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 60

56% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $31M

Holders
477
Holders Change
-21
Holders Change %
-4.22%
% of All Funds
9.62%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
43
Increased
186
Reduced
179
Closed
60
Calls
$13.5M
Puts
$31M
Net Calls
-$17.5M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
376
Sutton Wealth Advisors
Florida
$118K -$653 -3 -0.5%
AF
377
Allworth Financial
California
$117K +$1.09K +5 +0.9%
TWI
378
Thomas White International
Illinois
$113K
DZ Bank
379
DZ Bank
Germany
$108K
MC
380
Muzinich & Co
New York
$104K
WTC
381
WhitTier Trust Company
Nevada
$98K
IA
382
IndexIQ Advisors
New York
$98K +$63.4K +291 +148%
Lazard Asset Management
383
Lazard Asset Management
New York
$83K -$2.18K -10 -2%
GT
384
Glenmede Trust
Pennsylvania
$79K +$653 +3 +0.8%
SFS
385
Sowell Financial Services
Arkansas
$73K +$74.9K +344 +1,911%
ASN
386
Advisory Services Network
Georgia
$72K +$78K +358 New
CHC
387
City Holding Co
West Virginia
$71K
Twin Tree Management
388
Twin Tree Management
Texas
$71K +$76.9K +353 New
QCG
389
Quadrant Capital Group
Ohio
$68K +$46.4K +213 +170%
CIA
390
CSat Investment Advisory
Michigan
$66K +$12.6K +58 +21%
FC
391
FORA Capital
Florida
$63K -$528K -2,423 -89%
MIFH
392
Migdal Insurance & Financial Holdings
Israel
$63K -$29.6K -136 -30%
GWS
393
Glassman Wealth Services
Virginia
$61K -$653 -3 -1%
CA
394
Clearstead Advisors
Ohio
$60K
AIM
395
AIA Investment Management
Singapore
$60K +$24.2K +111 +58%
PO
396
Private Ocean
California
$55K
RA
397
Rational Advisors
New York
$53K +$56.6K +260 New
FPFS
398
First Personal Financial Services
North Carolina
$48K
FQ
399
First Quadrant
California
$47K -$174K -798 -77%
HPC
400
HM Payson & Co
Maine
$47K +$871 +4 +2%