Empfehlung
9,4
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
41.6
19 neu, 18 erhöht, -11913K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | ESSEX INVESTMENT MANAGEMENT CO LLC |
|---|---|
| Ticker | |
| CIK | 0000201772 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:25:44.868507 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 863,551 | 998,029 | -134,478 | 30,612,883 | Reduziert | -13,5% | |
| Azimuth Capital Investment Management LLC | 639,958 | 649,668 | -9,710 | 10,814,650 | Reduziert | -1,5% | |
| Ramirez Asset Management, Inc. | 97,123 | 93,399 | 3,724 | 7,090,683 | Aufgestockt | +4,0% | |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 2,198,893 | 2,231,142 | -32,249 | 4,299,293 | Reduziert | -1,4% | |
| Generali Investments CEE, investicni spolecnost, a.s. | 258,808 | 258,808 | 0 | 3,989,165 | Unverändert | 0,0% | |
| LYRICAL ASSET MANAGEMENT LP | 209,177 | 218,261 | -9,084 | 3,526,724 | Reduziert | -4,2% | |
| Boston Common Asset Management, LLC | 209,221 | 281,235 | -72,014 | 3,396,975 | Reduziert | -25,6% | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 96,516 | 93,176 | 3,340 | 3,231,293 | Aufgestockt | +3,6% | |
| RHUMBLINE ADVISERS | 123,382 | 107,231 | 16,151 | 2,846,670 | Aufgestockt | +15,1% | |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 150,320 | 150,320 | 0 | 2,540,183 | Unverändert | 0,0% | |
| Dorsey Wright & Associates | 70,728 | 72,056 | -1,328 | 1,195,000 | Reduziert | -1,8% | |
| Corient IA LLC | 10,000 | 0 | 10,000 | 938,000 | Neu | +100,0% | |
| O'Brien Greene & Co. Inc | 41,383 | 37,250 | 4,133 | 884,082 | Aufgestockt | +11,1% | |
| Trivant Custom Portfolio Group, LLC | 53,841 | 71,945 | -18,104 | 652,015 | Reduziert | -25,2% | |
| Runnymede Capital Advisors, Inc. | 53,841 | 0 | 53,841 | 652,015 | Neu | +100,0% | |
| Atlatl Advisers LLC | 21,662 | 0 | 21,662 | 462,267 | Neu | +100,0% | |
| Byrne Asset Management LLC | 36,485 | 50,075 | -13,590 | 441,833 | Reduziert | -27,1% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 5,738 | 5,738 | 0 | 441,195 | Unverändert | 0,0% | |
| EVERETT HARRIS & CO /CA/ | 110,000 | 90,000 | 20,000 | 425,022 | Aufgestockt | +22,2% | |
| Myriad Asset Management US LP | 34,907 | 30,800 | 4,107 | 422,724 | Aufgestockt | +13,3% | |
| GAMMA Investing LLC | 20,373 | 23,331 | -2,958 | 381,476 | Reduziert | -12,7% | |
| TOWER BRIDGE ADVISORS | 4,242 | 4,352 | -110 | 309,697 | Reduziert | -2,5% | |
| DRW Securities, LLC | 17,495 | 13,596 | 3,899 | 294,965 | Aufgestockt | +28,7% | |
| SVB WEALTH LLC | 7,870 | 9,636 | -1,766 | 278,992 | Reduziert | -18,3% | |
| Accent Capital Management, LLC | 22,604 | 21,931 | 673 | 278,099 | Aufgestockt | +3,1% | |
| Mengis Capital Management, Inc. | 2,973 | 0 | 2,973 | 216,360 | Neu | +100,0% | |
| Diversified Trust Co | 10,562 | 11,980 | -1,418 | 178,487 | Reduziert | -11,8% | |
| RIVERBRIDGE PARTNERS LLC | 10,392 | 10,392 | 0 | 167,519 | Unverändert | 0,0% | |
| ALBERT D MASON INC | 91,155 | 92,530 | -1,375 | 112,121 | Reduziert | -1,5% | |
| Knuff & Co LLC | 5,000 | 0 | 5,000 | 98,600 | Neu | +100,0% | |
| 1620 INVESTMENT ADVISORS, INC. | 1,209 | 0 | 1,209 | 66,090 | Neu | +100,0% | |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 3,228 | 1,001 | 2,227 | 54,590 | Aufgestockt | +222,5% | |
| PARADIGM ASSET MANAGEMENT CO LLC | 485 | 485 | 0 | 35,298 | Unverändert | 0,0% | |
| FSA Wealth Management LLC | 2,442 | 0 | 2,442 | 35,227 | Neu | +100,0% | |
| Salomon & Ludwin, LLC | 1,268 | 2,108 | -840 | 34,649 | Reduziert | -39,8% | |
| BRISTOL JOHN W & CO INC /NY/ | 455 | 0 | 455 | 33,113 | Neu | +100,0% | |
| NBC SECURITIES, INC. | 1,624 | 130 | 1,494 | 30,580 | Aufgestockt | +1149,2% | |
| S.A. Mason LLC | 548 | 0 | 548 | 29,956 | Neu | +100,0% | |
| Ancora Advisors LLC | 1,702 | 400 | 1,302 | 29,387 | Aufgestockt | +325,5% | |
| Steigerwald, Gordon & Koch Inc. | 879 | 879 | 0 | 27,570 | Unverändert | 0,0% | |
| CURIO WEALTH, LLC | 20,161 | 40,322 | -20,161 | 25,806 | Reduziert | -50,0% | |
| Brooklyn Investment Group | 635 | 0 | 635 | 20,930 | Neu | +100,0% | |
| ORG Wealth Partners, LLC | 1,085 | 1,071 | 14 | 14,728 | Aufgestockt | +1,3% | |
| Westside Investment Management, Inc. | 926 | 926 | 0 | 12,903 | Unverändert | 0,0% | |
| IMA Advisory Services, Inc. | 367 | 64 | 303 | 9,057 | Aufgestockt | +473,4% | |
| Main Street Group, LTD | 314 | 264 | 50 | 7,074 | Aufgestockt | +18,9% | |
| ORG Partners LLC | 89 | 40 | 49 | 6,476 | Aufgestockt | +122,5% | |
| AMERIFLEX GROUP, INC. | 276 | 0 | 276 | 3,889 | Neu | +100,0% | |
| Heritage Wealth Advisors | 62 | 62 | 0 | 3,673 | Unverändert | 0,0% | |
| CROWLEY WEALTH MANAGEMENT, INC. | 52 | 52 | 0 | 3,101 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 863,551 | 30,612,883 | 38.22 |
| Azimuth Capital Investment Management LLC | 639,958 | 10,814,650 | 13.50 |
| Ramirez Asset Management, Inc. | 97,123 | 7,090,683 | 8.85 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 2,198,893 | 4,299,293 | 5.37 |
| Generali Investments CEE, investicni spolecnost, a.s. | 258,808 | 3,989,165 | 4.98 |
| LYRICAL ASSET MANAGEMENT LP | 209,177 | 3,526,724 | 4.40 |
| Boston Common Asset Management, LLC | 209,221 | 3,396,975 | 4.24 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 96,516 | 3,231,293 | 4.03 |
| RHUMBLINE ADVISERS | 123,382 | 2,846,670 | 3.55 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 150,320 | 2,540,183 | 3.17 |
| Dorsey Wright & Associates | 70,728 | 1,195,000 | 1.49 |
| O'Brien Greene & Co. Inc | 41,383 | 884,082 | 1.10 |
| Runnymede Capital Advisors, Inc. | 53,841 | 652,015 | 0.81 |
| Trivant Custom Portfolio Group, LLC | 53,841 | 652,015 | 0.81 |
| Byrne Asset Management LLC | 36,485 | 441,833 | 0.55 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 5,738 | 441,195 | 0.55 |
| EVERETT HARRIS & CO /CA/ | 110,000 | 425,022 | 0.53 |
| Myriad Asset Management US LP | 34,907 | 422,724 | 0.53 |
| GAMMA Investing LLC | 20,373 | 381,476 | 0.48 |
| TOWER BRIDGE ADVISORS | 4,242 | 309,697 | 0.39 |