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Limbach Holdings

22 hedge funds and large institutions have $22.6M invested in Limbach Holdings in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

16% more funds holding

Funds holding: 1922 (+3)

13% more capital invested

Capital invested by funds: $20M → $22.6M (+$2.56M)

0.26% more ownership

Funds ownership: 22.35%22.61% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
5
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$8.53M
PCM
2
Perritt Capital Management
Illinois
$4.14M
NCGI
3
Next Century Growth Investors
Minnesota
$2.81M -$49.5K -3,882 -2%
AAM
4
ACK Asset Management
Connecticut
$2.69M
NJBEST
5
New Jersey Better Educational Savings Trust
New Jersey
$662K
LPL Financial
6
LPL Financial
California
$556K +$526K +41,240 New
MFIM
7
Mesirow Financial Investment Management
Illinois
$498K +$11.9K +936 +3%
NSEDCP
8
NJ State Employees Deferred Compensation Plan
New Jersey
$477K +$76.5K +6,000 +20%
Wells Fargo
9
Wells Fargo
California
$314K +$65.4K +5,133 +28%
EIM
10
Essex Investment Management
Massachusetts
$312K -$441K -34,564 -60%
AWM
11
Arbor Wealth Management
Florida
$220K +$208K +16,281 New
CAMG
12
CWA Asset Management Group
Florida
$218K -$2.55K -200 -1%
Renaissance Technologies
13
Renaissance Technologies
New York
$193K +$182K +14,315 New
SCM
14
Silver Capital Management
New York
$192K
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$190K +$183K +14,368 New
Deutsche Bank
16
Deutsche Bank
Germany
$178K +$164K +12,832 +3,208%
IECM
17
Intrinsic Edge Capital Management
Illinois
$143K +$135K +10,600 New
BlackRock
18
BlackRock
New York
$133K -$11K -865 -8%
SPIA
19
Steward Partners Investment Advisory
New York
$57K +$40.4K +3,167 +295%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34K
Morgan Stanley
21
Morgan Stanley
New York
$2K
LF
22
Lee Financial
Texas
$1K +$1.27K +100 New
MAMNY
23
Marathon Asset Management (New York)
New York
-$600K -50,000 Closed
RA
24
Royce & Associates
New York
-$180K -15,000 Closed
UBS Group
25
UBS Group
Switzerland
-$9K -771 Closed

LMB Hedge Fund Activity: Q3 2017 in Review

22 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Limbach Holdings (LMB) for Q3 2017, worth a combined $22.6M — up 13% from $20M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LMB positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $526K. The largest seller was Marathon Asset Management (New York), exiting entirely with an estimated $600K sold.

  • 22 institutional investors held Limbach Holdings (LMB) as of Q3 2017, up from 19 in Q2 2017.
  • Funds reported $22.6M of Limbach Holdings stock for Q3 2017, up 13% quarter-over-quarter.
  • 6 funds opened new Limbach Holdings positions in Q3 2017 and 3 closed out, a net change of +3 holders.
  • The largest Limbach Holdings buyer in Q3 2017 was LPL Financial, an estimated $526K added.
  • The largest Limbach Holdings seller in Q3 2017 was Marathon Asset Management (New York), an estimated $600K sold.

Based on aggregated 13F filings for Q3 2017.