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DLH Holdings

22 hedge funds and large institutions have $37.5M invested in DLH Holdings in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

1.01% more ownership

Funds ownership: 56.42%57.43% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $39.2M → $37.5M (-$1.72M)

4% less funds holding

Funds holding: 2322 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
1
Wynnefield Capital
New York
$21.9M
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$4.38M +$392K +68,607 +9%
PAIM
3
Punch & Associates Investment Management
Minnesota
$2.43M +$400K +70,000 +19%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.86M -$126K -22,000 -6%
PCM
5
Perritt Capital Management
Illinois
$1.59M +$87.9K +15,400 +6%
CSC
6
Cove Street Capital
California
$1.12M +$24.9K +4,363 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$912K +$6.89K +1,207 +0.7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$911K +$949K +166,271 New
BCM
9
Bridgeway Capital Management
Texas
$603K
Vanguard Group
10
Vanguard Group
Pennsylvania
$404K
EIM
11
Essex Investment Management
Massachusetts
$357K
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$226K +$1.3K +227 +0.6%
Creative Planning
13
Creative Planning
Kansas
$195K
BlackRock
14
BlackRock
New York
$167K +$13K +2,277 +8%
Deutsche Bank
15
Deutsche Bank
Germany
$124K -$15.1K -2,641 -10%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$75K
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$65K
First Manhattan
18
First Manhattan
New York
$54K
JIR
19
James Investment Research
Ohio
$16K
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$9K
TRCT
21
Tower Research Capital (TRC)
New York
$4K -$3.72K -651 -46%
ACM
22
Ativo Capital Management
Illinois
-$993K -170,051 Closed
UBS Group
23
UBS Group
Switzerland
-$6K -1,014 Closed
Bank of America
24
Bank of America
North Carolina
-$845 -148 -99%

DLHC Hedge Fund Activity: Q2 2018 in Review

22 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in DLH Holdings (DLHC) for Q2 2018, worth a combined $37.5M — down 4.4% from $39.2M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of DLHC and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 7 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $949K. The largest seller was Ativo Capital Management, exiting entirely with an estimated $993K sold.

  • 22 institutional investors held DLH Holdings (DLHC) as of Q2 2018, down from 23 in Q1 2018.
  • Funds reported $37.5M of DLH Holdings stock for Q2 2018, down 4.4% quarter-over-quarter.
  • 1 fund opened new DLH Holdings positions in Q2 2018 and 2 closed out, a net change of -1 holder.
  • The largest DLH Holdings buyer in Q2 2018 was Wellington Management Group, an estimated $949K added.
  • The largest DLH Holdings seller in Q2 2018 was Ativo Capital Management, an estimated $993K sold.

Based on aggregated 13F filings for Q2 2018.