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Limbach Holdings
LMB

35 hedge funds and large institutions have $28.5M invested in Limbach Holdings in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.31% less ownership

Funds ownership: 41.63% → 39.32% (-2.3%)

5% less funds holding

Funds holding: 37 → 35 (-2)

26% less capital invested

Capital invested by funds: $38.6M → $28.5M (-$10.1M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
14
Closed
7
Calls
$660K
Puts
–
Net Calls
+$660K
Net Calls Change
+$885K

Top Buyers

1
RA
Royce & Associates
New York
+$646K
2
Victory Capital Management
Victory Capital Management
Texas
+$474K
3
BAM
Barrett Asset Management
New York
+$279K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$133K
5
BJL
Brighton Jones LLC
Washington
+$92.5K

Top Sellers

1
HA
Heartland Advisors
Wisconsin
-$1.48M
2
Renaissance Technologies
Renaissance Technologies
New York
-$326K
3
CAN
Cetera Advisor Networks
California
-$312K
4
Two Sigma Investments
Two Sigma Investments
New York
-$266K
5
Invesco
Invesco
Georgia
-$187K
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
26
Simplex Trading
Illinois
$91K +$14K +1,774 +16%
BJL
27
Brighton Jones LLC
Washington
$82K +$92.5K +11,765 New
CI Investments Inc
28
CI Investments Inc
Ontario, Canada
$58K -$9.44K -1,200 -13%
CM
29
Caption Management
Oklahoma
$33K -$33.1K -4,214 -47%
PFS
30
Prospera Financial Services
Texas
$16K +$17.7K +2,250 New
UBS Group
31
UBS Group
Switzerland
$12K +$14.1K +1,795 New
TRCT
32
Tower Research Capital (TRC)
New York
$7K +$7.84K +997 New
APP
33
Alpha Paradigm Partners
Illinois
$6K – – –
Morgan Stanley
34
Morgan Stanley
New York
$3K +$3.7K +470 +47,000%
Wells Fargo
35
Wells Fargo
California
$1K -$3.93K -500 -66%
CAN
36
Cetera Advisor Networks
California
– -$312K -34,628 Closed
Invesco
37
Invesco
Georgia
– -$187K -20,724 Closed
Citadel Advisors
38
Citadel Advisors
Florida
– -$127K -16,190 Closed
KMC
39
Kirr Marbach & Co
Indiana
– -$125K -13,900 Closed
Marshall Wace
40
Marshall Wace
United Kingdom
– -$91K -10,103 Closed
CWS
41
Confluence Wealth Services
Pennsylvania
– -$3K -366 Closed
1
2

LMB Hedge Fund Activity: Q1 2022 in Review

35 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Limbach Holdings (LMB) for Q1 2022, worth a combined $28.5M — down 26% from $38.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LMB and 5 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 8 added.

The largest buyer was Royce & Associates, adding an estimated $646K. The largest seller was Heartland Advisors, cutting an estimated $1.48M.

  • 35 institutional investors held Limbach Holdings (LMB) as of Q1 2022, down from 37 in Q4 2021.
  • Funds reported $28.5M of Limbach Holdings stock for Q1 2022, down 26% quarter-over-quarter.
  • 5 funds opened new Limbach Holdings positions in Q1 2022 and 7 closed out, a net change of -2 holders.
  • The largest Limbach Holdings buyer in Q1 2022 was Royce & Associates, an estimated $646K added.
  • The largest Limbach Holdings seller in Q1 2022 was Heartland Advisors, an estimated $1.48M sold.

Based on aggregated 13F filings for Q1 2022.