Which hedge funds own ESNT? ESSENT GROUP LTD, Q2 2026 13F holders
42 tracked hedge funds disclosed a position in ESNT (ESSENT GROUP LTD) in their Q2 2026 13F filings, worth $503.9m in total. The largest holder by portfolio weight is Bayview Asset Management, LLC at 0.6% of its book. 13 opened a new position this quarter: Bayview Asset Management, LLC, Diametric Capital, LP, Mirabella Financial Services LLP, Campbell & CO Investment Adviser LLC. 10 exited: FJ Capital Management LLC, MQS Management LLC, Scientech Research LLC.
- 42
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 13
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 10
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $30.0m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $13.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $504m
- Combined value Sum of the holders' reported positions in the security.
- 3.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| FJ Capital Management LLC | 0.5% | $4.4m |
| MQS Management LLC | 0.4% | $569k |
| Scientech Research LLC | 0.2% | $237k |
| Lombard Odier Asset Management (USA) Corp | 0.2% | $333k |
| Interval Partners, LP | 0.2% | $4.8m |
| iSAM Funds (UK) Ltd | 0.1% | $290k |
| Twinbeech Capital LP | 0.05% | $517k |
| Magnetar Financial LLC | 0.01% | $1.2m |
| Y-Intercept (Hong Kong) Ltd | 0.01% | $404k |
| Brevan Howard Capital Management LP | 0.0% | $383k |
Ownership over time
Who discovered ESNT first? Beta
| Senvest Management, LLC high conviction | Q2 2020 | +2.0 pts |
| New Vernon Investment Management LLC high conviction | Q4 2017 | +1.7 pts |
| Beach Point Capital Management LP | Q4 2019 | +0.9 pts |
| Robertson Opportunity Capital, LLC | Q1 2016 | +0.8 pts |
| Soros Fund Management | Q4 2013 | −0.1 pts |
| Morgens Waterfall Vintiadis & Co Inc | Q4 2013 | −0.1 pts |
| Endeavour Capital Advisors Inc | Q2 2015 | −0.2 pts |
| Cypress Funds LLC high conviction | Q4 2013 | −0.8 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.