Ticker · CUSIP 28618M106
Holders (tracked)
10
Combined shares
9,821,911
Combined value
$229.11M
Last close
$37.30
Quarter
2025Q4
Tracked holders · last 8 quarters
+2 vs previous quarter over the last 8.
Price is +59.9% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
16 events
- Ken Griffin (Citadel Advisors) trimmed2026-02-17−216,042 shares · 2025Q413F
- Izzy Englander (Millennium Mgmt) added2026-02-17+360,959 shares · 2025Q413F
- Steve Cohen (Point72) added2026-02-17+1,163,391 shares · 2025Q413F
- T. Rowe Price added2026-02-17+95,238 shares · 2025Q413F
- Wellington Management trimmed2026-02-17−504,961 shares · 2025Q413F
- +10,700 shares · 2025Q413F
- Larry Robbins (Glenview Capital) added2026-02-17+626,720 shares · 2025Q413F
- AQR Capital Management added2026-02-17+8,267 shares · 2025Q413F
- +207,388 shares · 2025Q413F
- AQR Capital Management trimmed2025-11-14−234,328 shares · 2025Q313F
- Steve Cohen (Point72) opened position2025-11-14+13,661 shares · 2025Q313F
- D.E. Shaw & Co. exited2025-11-14−121,503 shares · 2025Q313F
- Izzy Englander (Millennium Mgmt) trimmed2025-11-14−1,801,964 shares · 2025Q313F
- T. Rowe Price added2025-11-14+15,497 shares · 2025Q313F
- Larry Robbins (Glenview Capital) trimmed2025-11-14−608,879 shares · 2025Q313F
- Wellington Management trimmed2025-11-14−499,220 shares · 2025Q313F
Insider activity
No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of ESI…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| T. Rowe Price | 2019Q1 | $8.85 | +321.6% | $24.4M |
| Wellington Management | 2019Q1 | $9.50 | +292.6% | $93.7M |
| Mario Gabelli (GAMCO) | 2019Q1 | $10.11 | +268.9% | $5.0M |
| Larry Robbins (Glenview Capital) | 2019Q1 | $22.59 | +65.1% | $105.7M |
| AQR Capital Management | 2019Q4 | $23.17 | +61.0% | $38.4M |
| Izzy Englander (Millennium Mgmt) | 2019Q1 | $23.28 | +60.3% | $46.7M |
| Ray Dalio (Bridgewater Associates) | 2023Q1 | $24.58 | +51.8% | $7.7M |
| Steve Cohen (Point72) | 2019Q1 | $25.00 | +49.2% | $43.9M |
| Ken Griffin (Citadel Advisors) | 2019Q1 | $25.04 | +49.0% | $368K |
| Paul Tudor Jones (Tudor Investment) | 2021Q3 | $25.63 | +45.5% | $399K |
Who moved on this name in 2025Q4
13F transactions reported for the latest quarter, grouped by direction.
New positions2
- Ray Dalio (Bridgewater Associates)+207,388$5.2M
- Paul Tudor Jones (Tudor Investment)+10,700$267K
Added to5
- Steve Cohen (Point72)+1,163,391$29.1M
- Larry Robbins (Glenview Capital)+626,720$15.7M
- Izzy Englander (Millennium Mgmt)+360,959$9.0M
- AQR Capital Management+8,267$207K
- T. Rowe Price+95,238$2K
Trimmed2
- Wellington Management−504,961$12.6M
- Ken Griffin (Citadel Advisors)−216,042$5.4M
Exited0
—
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 14 | $55.21B |
| 2022Q2 | 14 | $42.26B |
| 2022Q3 | 13 | $41.6M |
| 2022Q4 | 14 | $627.1M |
| 2023Q1 | 16 | $612.3M |
| 2023Q2 | 14 | $563.1M |
| 2023Q3 | 12 | $305.4M |
| 2023Q4 | 11 | $398.7M |
| 2024Q1 | 13 | $735.7M |
| 2024Q2 | 15 | $739.7M |
| 2024Q3 | 15 | $393.2M |
| 2024Q4 | 12 | $152.4M |
| 2025Q1 | 14 | $299.2M |
| 2025Q2 | 8 | $239.0M |
| 2025Q3 | 8 | $189.0M |
| 2025Q4 | 10 | $229.1M |
Who owns ESI
10 super-investors · 2025Q4
Tracked stake
9.82M
shares
Combined value
$229M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New2Added5Trim2Held1
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Larry Robbins Glenview Capital | 2.83M | $71M |
| 2 | Wellington Management | 2.51M | $63M |
| 3 | Izzy Englander Millennium Mgmt | 1.25M | $31M |
| 4 | Steve Cohen Point72 | 1.18M | $29M |
| 5 | AQR Capital Management | 1.03M | $26M |
| 6 | Ray Dalio Bridgewater Associates | 207.4K | $5M |
| 7 | Mario Gabelli GAMCO | 132.9K | $3M |
| 8 | Paul Tudor Jones Tudor Investment | 10.7K | $267K |
| 9 | Ken Griffin Citadel Advisors | 9.9K | $247K |
| 10 | T. Rowe Price | 654.5K | $16K |
Recent moves
20 transactions
- −216,042 · 2025Q4
- +8,267 · 2025Q4
- +360,959 · 2025Q4
- +626,720 · 2025Q4
- +10,700 · 2025Q4
- +95,238 · 2025Q4
- −504,961 · 2025Q4
- +1,163,391 · 2025Q4
- +207,388 · 2025Q4
- +13,661 · 2025Q3
- −1,801,964 · 2025Q3
- SOLDD.E. Shaw & Co.−121,503 · 2025Q3
- −234,328 · 2025Q3
- +15,497 · 2025Q3
- −499,220 · 2025Q3
- −608,879 · 2025Q3
- −512,767 · 2025Q2
- +37,396 · 2025Q2
- +2,247,414 · 2025Q2
- −86,442 · 2025Q2
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