ESI Element Solutions Inc
Element Solutions Inc (ESI) Hedge Fund Activity
This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.
Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.
Most significant moves
Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.
| Fund | Action | Shares changed | Change | Est. value | Portfolio wt. | Score |
|---|---|---|---|---|---|---|
| Southpoint Capital Advisors Long/Short | New | +1.00M | — | $47.8M | 1.1% | 66 |
| Senator Investment Group Event | New | +725.0K | — | $34.6M | 1.3% | 65 |
| Balyasny Asset Management L.P. | New | +1.76M | — | $84.0M | 0.2% | 64 |
| Divisadero Street Capital Management Long/Short | New | +1.02M | — | $48.8M | 1.1% | 64 |
| Gates Capital Management Event Value | Reduced | -1.45M | -47.3% | $69.1M | 2.7% | 61 |
| Weiss Asset Management Event Quant | New | +221.6K | — | $10.6M | 0.2% | 59 |
| Woodline Partners LP Long/Short | New | +561.5K | — | $26.8M | 0.1% | 58 |
| ExodusPoint Capital Management Long/Short Quant | New | +381.8K | — | $18.2M | 0.2% | 57 |
| MARSHALL WACE, LLP Long/Short | Sold Out | -9.4K | -100.0% | $450.8K | 0.0% | 56 |
| Locust Wood Capital Event Long/Short | Reduced | -884.1K | -20.0% | $42.2M | 4.1% | 55 |
Most significant buyers
By move score, not size.
- Southpoint Capital Advisors
- Senator Investment Group
- Balyasny Asset Management L.P.
- Divisadero Street Capital Management
- Weiss Asset Management
Most significant sellers
By move score, not size.
- Gates Capital Management
- MARSHALL WACE, LLP
- Locust Wood Capital
- Bridgewater Associates
- Capstone Investment Advisors
Hedge fund positions
| Fund | Tier | Shares | Previous | Change | Change % | Portfolio wt. | Action | Score |
|---|---|---|---|---|---|---|---|---|
| Southpoint Capital Advisors | 2 | 1.0M | 0 | +1.00M | — | 1.1% | New | 66 |
| Senator Investment Group | 2 | 725.0K | 0 | +725.0K | — | 1.3% | New | 65 |
| Balyasny Asset Management L.P. | 2 | 1.8M | 0 | +1.76M | — | 0.2% | New | 64 |
| Divisadero Street Capital Management | 2 | 1.0M | 0 | +1.02M | — | 1.1% | New | 64 |
| Gates Capital Management | 2 | 1.6M | 3.1M | -1.45M | -47.3% | 2.7% | Reduced | 61 |
| Weiss Asset Management | 2 | 221.6K | 0 | +221.6K | — | 0.2% | New | 59 |
| Woodline Partners LP | 2 | 561.5K | 0 | +561.5K | — | 0.1% | New | 58 |
| ExodusPoint Capital Management | 3 | 381.8K | 0 | +381.8K | — | 0.2% | New | 57 |
| MARSHALL WACE, LLP | 2 | 0 | 9.4K | -9.4K | -100.0% | 0.0% | Sold Out | 56 |
| Locust Wood Capital | 2 | 3.5M | 4.4M | -884.1K | -20.0% | 4.1% | Reduced | 55 |
| Portolan Capital Management | 3 | 469.2K | 221.2K | +248.0K | +112.1% | 0.8% | Increased | 54 |
| Bridgewater Associates | 1 | 19.4K | 155.2K | -135.8K | -87.5% | 0.0% | Reduced | 54 |
| CITADEL ADVISORS LLC | 1 | 223.8K | 94.2K | +129.6K | +137.7% | 0.0% | Increased | 54 |
| Point72 Asset Management, L.P. | 1 | 3.5M | 2.0M | +1.46M | +71.6% | 0.3% | Increased | 54 |
| Cinctive Capital Management | 3 | 144.0K | 0 | +144.0K | — | 0.3% | New | 53 |
| Capstone Investment Advisors | 3 | 0 | 9.8K | -9.8K | -100.0% | 0.0% | Sold Out | 53 |
| Quadrature Capital | 3 | 6.9K | 0 | +6.9K | — | 0.0% | New | 52 |
| Brevan Howard Capital Management | 3 | 38.6K | 0 | +38.6K | — | 0.0% | New | 51 |
| Walleye Capital | 3 | 0 | 107 | -107 | -100.0% | 0.0% | Sold Out | 51 |
| Schonfeld Strategic Advisors | 3 | 12.4K | 0 | +12.4K | — | 0.0% | New | 51 |
| Holocene Advisors, LP | 2 | 2.1M | 1.2M | +952.7K | +80.5% | 0.2% | Increased | 50 |
| Edgestream Partners | 4 | 0 | 8.7K | -8.7K | -100.0% | 0.0% | Sold Out | 49 |
| Glenview Capital Management | 2 | 994.6K | 1.6M | -634.1K | -38.9% | 0.9% | Reduced | 48 |
| Maverick Capital | 2 | 12.8K | 43.5K | -30.7K | -70.6% | 0.0% | Reduced | 46 |
| Scopus Asset Management | 2 | 3.0M | 3.1M | -95.0K | -3.1% | 3.9% | Reduced | 45 |
| Rokos Capital Management | 2 | 176.4K | 114.3K | +62.0K | +54.2% | 0.2% | Increased | 42 |
| Squarepoint Ops LLC | 2 | 224.7K | 149.4K | +75.3K | +50.4% | 0.0% | Increased | 38 |
| AQR Capital Management | 3 | 465.0K | 828.4K | -363.4K | -43.9% | 0.0% | Reduced | 35 |
| Man Group | 3 | 29.8K | 56.2K | -26.4K | -47.0% | 0.0% | Reduced | 35 |
| Verition Fund Management | 2 | 12.1K | 21.1K | -9.0K | -42.7% | 0.0% | Reduced | 33 |
| MILLENNIUM MANAGEMENT LLC | 2 | 468.9K | 514.7K | -45.9K | -8.9% | 0.0% | Reduced | 31 |
| Gotham Asset Management, LLC | 2 | 1.4M | 1.3M | +75.4K | +5.8% | 0.2% | Increased | 28 |
| Jain Global | 3 | 215.4K | 252.3K | -36.8K | -14.6% | 0.1% | Reduced | 27 |
| Hudson Bay Capital Management | 3 | 58.6K | 71.1K | -12.5K | -17.6% | 0.0% | Reduced | 27 |
| Boothbay Fund Management | 4 | 69.8K | 65.1K | +4.6K | +7.1% | 0.1% | Increased | 20 |
Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeHedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.