- Quarter end
- 30 Sep 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 12 Nov 2024
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q2 2024 and Q3 2024; 10 listed it in both
- Shares listed
- 53,986,869
- combined, among listed positions
- Reported value
- $1.5bn
- combined, at the quarter end
Among the 94 comparable managers: 2 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing ESI in Q3 2024
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Fidelity (FMR LLC) | 19,085,704 | $518m | under 0.1% | Trimmed | -3,718,148 | 5 Nov 2026 (the filing on sec.gov) |
| Neuberger Berman Group LLC | 8,101,750 | $220m | 0.17% | Added | +825,292 | 14 Nov 2024 (the filing on sec.gov) |
| AllianceBernstein LP | 7,310,199 | $199m | 0.07% | Trimmed | -367,992 | 14 Nov 2024 (the filing on sec.gov) |
| Wellington Management Group LLP | 6,652,940 | $181m | under 0.1% | Trimmed | -1,252,317 | 14 Nov 2024 (the filing on sec.gov) |
| Glenview Capital Management LLC | 4,507,369 | $122m | 2.37% | Trimmed | -1,819,534 | 14 Nov 2024 (the filing on sec.gov) |
| Marshall Wace LLP | 3,491,968 | $95m | 0.12% | Trimmed | -442,342 | 14 Nov 2024 (the filing on sec.gov) |
| Capital World Investors | 2,641,640 | $72m | under 0.1% | Added | +589,640 | 13 Nov 2024 (the filing on sec.gov) |
| MFS Investment Management | 1,978,129 | $54m | under 0.1% | Trimmed | -362,308 | 12 Nov 2024 (the filing on sec.gov) |
| GAMCO Investors Inc | 132,900 | $3.6m | under 0.1% | Held | 0 | 14 Nov 2024 (the filing on sec.gov) |
| Quantbot Technologies LP | 84,270 | $2.3m | 0.09% | Trimmed | -39,251 | 13 Nov 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Neuberger Berman Group LLCexisting position · 8,101,750 shares now+825,292
- Capital World Investorsexisting position · 2,641,640 shares now+589,640
Reductions
- Fidelity (FMR LLC)existing position · 19,085,704 shares now-3,718,148
- Glenview Capital Management LLCexisting position · 4,507,369 shares now-1,819,534
- Wellington Management Group LLPexisting position · 6,652,940 shares now-1,252,317
- Marshall Wace LLPexisting position · 3,491,968 shares now-442,342
- AllianceBernstein LPexisting position · 7,310,199 shares now-367,992
New positions and exits
New (0)
No new position among listed positions.
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
ESI and LIN →ESI and GLW →ESI and HWM →Choose a stock to compare with ESI →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own ESI, latest filings →Back to the 13F Explorer →