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Limbach Holdings
LMB

47 hedge funds and large institutions have $76.2M invested in Limbach Holdings in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,751% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $211K

475% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 4

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

113% more capital invested

Capital invested by funds: $35.8M → $76.2M (+$40.5M)

18% more funds holding

Funds holding: 40 → 47 (+7)

4.92% more ownership

Funds ownership: 37.27% → 42.19% (+4.9%)

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
23
Reduced
4
Closed
6
Calls
$3.9M
Puts
$211K
Net Calls
+$3.69M
Net Calls Change
+$1.43M

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.17M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$901K
3
EI
EAM Investors
California
+$777K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$674K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$668K

Top Sellers

1
RA
Royce & Associates
New York
-$3.42M
2
RC
RBF Capital
California
-$207K
3
Two Sigma Investments
Two Sigma Investments
New York
-$189K
4
PI
PEAK6 Investments
Illinois
-$144K
5
RIM
Redwood Investment Management
Arizona
-$131K
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
26
HRT Financial
New York
$376K +$295K +21,740 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$372K +$4.02K +296 +1%
TI
28
Trexquant Investment
Connecticut
$361K +$284K +20,894 New
QC
29
Quadrature Capital
United Kingdom
$361K +$283K +20,854 New
JCP
30
JB Capital Partners
New York
$346K +$272K +20,000 New
RIM
31
Redwood Investment Management
Arizona
$317K -$131K -9,676 -35%
BCM
32
Bourgeon Capital Management
Connecticut
$294K – – –
BCM
33
Bridgeway Capital Management
Texas
$277K +$218K +16,015 New
Northern Trust
34
Northern Trust
Illinois
$265K +$26.3K +1,935 +14%
WIM
35
Wittenberg Investment Management
Massachusetts
$253K – – –
Squarepoint
36
Squarepoint
New York
$247K +$17K +1,249 +10%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$223K -$87K -6,400 -33%
BJL
38
Brighton Jones LLC
Washington
$204K – – –
HIM
39
Hillsdale Investment Management
Ontario, Canada
$119K +$93.7K +6,900 New
Barclays
40
Barclays
United Kingdom
$87K +$68.3K +5,030 New
Morgan Stanley
41
Morgan Stanley
New York
$83K +$61.1K +4,494 +1,493%
UBS Group
42
UBS Group
Switzerland
$52.4K +$14.2K +1,045 +53%
Osaic Holdings
43
Osaic Holdings
Arizona
$33K +$20.4K +1,500 +375%
DWA
44
Dorsey Wright & Associates
California
$31.1K +$24.4K +1,799 New
Bank of America
45
Bank of America
North Carolina
$15.7K +$12.1K +894 +8,127%
Wells Fargo
46
Wells Fargo
California
$4.55K +$14 +1 +0.4%
JP Morgan Chase
47
JP Morgan Chase
New York
$554 +$435 +32 New
RC
48
RBF Capital
California
– -$207K -18,709 Closed
Two Sigma Investments
49
Two Sigma Investments
New York
– -$189K -18,202 Closed
PI
50
PEAK6 Investments
Illinois
– -$144K -10,592 Closed
1
2
3

LMB Hedge Fund Activity: Q1 2023 in Review

47 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Limbach Holdings (LMB) for Q1 2023, worth a combined $76.2M — up 113% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new LMB positions and 6 closed out — a net gain of 8 holders — while 23 added to existing stakes and 4 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $1.17M. The largest seller was Royce & Associates, cutting an estimated $3.42M.

  • 47 institutional investors held Limbach Holdings (LMB) as of Q1 2023, up from 40 in Q4 2022.
  • Funds reported $76.2M of Limbach Holdings stock for Q1 2023, up 113% quarter-over-quarter.
  • 14 funds opened new Limbach Holdings positions in Q1 2023 and 6 closed out, a net change of +8 holders.
  • The largest Limbach Holdings buyer in Q1 2023 was Acadian Asset Management, an estimated $1.17M added.
  • The largest Limbach Holdings seller in Q1 2023 was Royce & Associates, an estimated $3.42M sold.

Based on aggregated 13F filings for Q1 2023.