Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Esco Technologies Inc (ESE)

441 + Investors. Track Smart Money conviction in ESE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
3Q ▲
Buyers last Q
49%

Smart Money Signals — ESE

Based on 448 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added ESE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
448 hedge funds hold ESE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+93 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 49% buying

214 buying227 selling
Last quarter: 227 funds reduced or exited vs 214 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 47 → 75 → 93 → 71. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 23% medium ■ 26% new
229 out of 448 hedge funds have held ESE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +47%, value +27%

Value
+27%
Shares
+46%
Last quarter: funds added +47% more shares while total portfolio value only changed +27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

66 → 47 → 75 → 93 → 71 new funds/Q
New funds entering each quarter: 47 → 75 → 93 → 71. A growing number of institutions are discovering ESE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 56% veterans vs 32% newcomers

■ 56% veterans ■ 12% 1-2yr ■ 32% new
Entry-cohort mix of 456 holders: 255 (56%) are 2+ year veterans, 53 entered 1–2 years ago, and 148 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
58 of 445 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in ESE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ESE

In 2026 Q2, 214 hedge funds were net buyers of ESE (71 opened a new position, 143 added to an existing one), while 227 reduced or exited (173 trimmed, 54 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 58% of total institutional value in ESE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 448.

Hedge Fund Ownership: ESE

How many hedge funds hold ESE — quarterly history vs. share price
Quarterly hedge fund ownership of ESE vs. share price

Market Analysis: ESE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESE

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 2 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: ESE
441 + Investors

Track Smart Money conviction in ESE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 441 431 2.32%
13F Shares 26M 25M 4.24%
Total Value $8.47B $6.69B 26.58%
New Positions 70 93 -23
Increased Positions 138 142 -4
Closed Positions 57 49 +8
Reduced Positions 170 144 +26
Total Calls 6 5 20.0%
Total Puts 4 2 100.0%
PUT/CALL Ratio 0.67 0.4 Bullish

Statistics: ESE

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Financial Highlights

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Institutional Holders (2026 Q2)

441 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ESE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ESE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Congruence Capital, LLC 3.89% 42,575 $14.9M
2 Geneva Capital Management LLC 3.60% 449,149 $157.2M
3 Conestoga Capital Advisors, LLC 3.40% 447,077 $156.5M
4 Hawk Ridge Capital Management LP 3.38% 301,500 $105.5M
5 Tributary Capital Management, LLC 2.99% 103,844 $36.3M
6 Emerald Advisers, LLC 1.48% 179,798 $62.9M
7 Emerald Mutual Fund Advisers Trust 1.43% 116,457 $40.8M
8 Future Fund LLC 1.35% 13,423 $4.7M
9 Pier Capital, LLC 1.34% 28,971 $10.1M
10 Globeflex Capital L P 1.32% 29,489 $10.3M
11 GHP Investment Advisors, Inc. 1.17% 91,295 $32.0M
12 Wasatch Advisors LP 1.09% 477,687 $167.2M
13 American Capital Management Inc 1.03% 65,312 $22.9M
14 Illumine Investment Management, LLC 0.95% — $1.5M
15 Shaker Investments LLC/Oh 0.86% 6,864 $2.4M
16 Pinnbrook Capital Management LP 0.86% 22,960 $8.0M
17 Hood River Capital Management LLC 0.84% 330,297 $115.6M
18 Hanseatic Management Services Inc 0.83% 3,231 $1.1M
19 Emerald Investment Advisers, LLC 0.82% 35,089 $12.3M
20 Enhancing Capital LLC 0.79% 3,293 $1.2M
21 Silvercrest Asset Management Group LLC 0.79% 343,856 $120.4M
22 Lisanti Capital Growth, LLC 0.78% 10,130 $3.5M
23 Royce & Associates LP 0.74% 262,164 $91.8M
24 Qp Wealth Management, LLC 0.71% 1,413 $495K
25 Cim, LLC 0.64% 14,143 $5.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Esco Technologies Inc (ESE)

What does the Smart Money Trend signal show for ESE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ESE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ESE?

More sellers than buyers — 49% buying: Last quarter: 227 funds reduced or exited vs 214 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ESE holders?

Elite ownership — 58% AUM from top-100 funds: 58 of 445 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in ESE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ESE?

51% of holders stayed for 2+ years: 229 out of 448 hedge funds have held ESE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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