We are live on ! Find out more
LMB icon

Limbach Holdings
LMB

36 hedge funds and large institutions have $28.3M invested in Limbach Holdings in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

9% more funds holding

Funds holding: 33 → 36 (+3)

0.01% more ownership

Funds ownership: 41.59% → 41.6% (+0.01%)

34% less capital invested

Capital invested by funds: $43.2M → $28.3M (-$14.9M)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
8
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
Royce & Associates
New York
+$2.14M
2
HA
Heartland Advisors
Wisconsin
+$817K
3
PAMP
Polar Asset Management Partners
Ontario, Canada
+$743K
4
Stifel Financial
Stifel Financial
Missouri
+$295K
5
State Street
State Street
Massachusetts
+$123K

Top Sellers

1
NRC
North Run Capital
Massachusetts
-$1.42M
2
ARS
Adirondack Retirement Specialists
New York
-$631K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$622K
4
Renaissance Technologies
Renaissance Technologies
New York
-$423K
5
Two Sigma Investments
Two Sigma Investments
New York
-$335K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$89K – – –
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$80K -$51.7K -6,326 -34%
EGM
28
Engineers Gate Manager
New York
$67K +$82.2K +10,053 New
Victory Capital Management
29
Victory Capital Management
Texas
$67K +$82.2K +10,057 New
KMC
30
Kirr Marbach & Co
Indiana
$66K – – –
First Eagle Investment Management
31
First Eagle Investment Management
New York
$21K -$9.81K -1,200 -28%
UBS Group
32
UBS Group
Switzerland
$8K -$6.87K -841 -41%
APP
33
Alpha Paradigm Partners
Illinois
$6K – – –
Wells Fargo
34
Wells Fargo
California
$5K +$65 +8 +1%
TRCT
35
Tower Research Capital (TRC)
New York
$5K +$1.87K +229 +50%
TFS
36
TrustCore Financial Services
Tennessee
$2K +$2.45K +300 New
State of Tennessee, Department of Treasury
37
State of Tennessee, Department of Treasury
Tennessee
– -$105K -11,387 Closed
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
– -$2K -164 Closed
1
2

LMB Hedge Fund Activity: Q3 2021 in Review

36 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Limbach Holdings (LMB) for Q3 2021, worth a combined $28.3M — down 34% from $43.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LMB positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was Royce & Associates, adding an estimated $2.14M. The largest seller was North Run Capital, cutting an estimated $1.42M.

  • 36 institutional investors held Limbach Holdings (LMB) as of Q3 2021, up from 33 in Q2 2021.
  • Funds reported $28.3M of Limbach Holdings stock for Q3 2021, down 34% quarter-over-quarter.
  • 5 funds opened new Limbach Holdings positions in Q3 2021 and 2 closed out, a net change of +3 holders.
  • The largest Limbach Holdings buyer in Q3 2021 was Royce & Associates, an estimated $2.14M added.
  • The largest Limbach Holdings seller in Q3 2021 was North Run Capital, an estimated $1.42M sold.

Based on aggregated 13F filings for Q3 2021.