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Limbach Holdings
LMB

26 hedge funds and large institutions have $6.67M invested in Limbach Holdings in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.01% less ownership

Funds ownership: 32.98% → 22.97% (-10%)

16% less funds holding

Funds holding: 31 → 26 (-5)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

46% less capital invested

Capital invested by funds: $12.4M → $6.67M (-$5.75M)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
26
Holders Change
-5
Holders Change %
-16.13%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
Wittenberg Investment Management
Massachusetts
+$263K
2
SGCA
Steel Grove Capital Advisors
Tennessee
+$158K
3
CPP
Crow Point Partners
Massachusetts
+$152K
4
BlackRock
BlackRock
New York
+$17.7K
5
JP Morgan Chase
JP Morgan Chase
New York
+$15.5K

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$2.77M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$867K
3
B
Bailard
California
-$156K
4
LPL Financial
LPL Financial
California
-$115K
5
Squarepoint
Squarepoint
New York
-$108K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$2.04M -$54.6K -14,049 -3%
WIM
2
Wittenberg Investment Management
Massachusetts
$1.11M +$263K +67,743 +30%
Vanguard Group
3
Vanguard Group
Pennsylvania
$635K +$777 +200 +0.1%
PCM
4
Perritt Capital Management
Illinois
$595K -$5.05K -1,300 -0.8%
Renaissance Technologies
5
Renaissance Technologies
New York
$464K -$91.8K -23,615 -16%
BCM
6
Bridgeway Capital Management
Texas
$293K -$28K -7,200 -9%
CAM
7
ClariVest Asset Management
California
$243K -$1.94K -500 -0.8%
LSV Asset Management
8
LSV Asset Management
Illinois
$158K – – –
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$155K -$33.4K -8,600 -17%
SGCA
10
Steel Grove Capital Advisors
Tennessee
$153K +$158K +40,589 New
CPP
11
Crow Point Partners
Massachusetts
$139K +$152K +39,013 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$138K – – –
BlackRock
13
BlackRock
New York
$129K +$17.7K +4,548 +15%
NJBEST
14
New Jersey Better Educational Savings Trust
New Jersey
$128K -$389 -100 -0.3%
NSEDCP
15
NJ State Employees Deferred Compensation Plan
New Jersey
$125K – – –
CAN
16
Cetera Advisor Networks
California
$46K – – –
LPL Financial
17
LPL Financial
California
$41K -$115K -29,631 -73%
UBS Group
18
UBS Group
Switzerland
$21K -$2.28K -586 -9%
JP Morgan Chase
19
JP Morgan Chase
New York
$19K +$15.5K +4,000 +400%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11K +$11.2K +2,891 +2,652%
Deutsche Bank
21
Deutsche Bank
Germany
$8K -$13.2K -3,401 -60%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$4K – – –
Morgan Stanley
23
Morgan Stanley
New York
$4K +$4.18K +1,075 New
Wells Fargo
24
Wells Fargo
California
$3K +$1.94K +500 +250%
PAM
25
Panagora Asset Management
Massachusetts
$1K – – –
1
2

LMB Hedge Fund Activity: Q4 2019 in Review

26 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Limbach Holdings (LMB) for Q4 2019, worth a combined $6.67M — down 46% from $12.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LMB and 3 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 6 added.

The largest buyer was Wittenberg Investment Management, adding an estimated $263K. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $2.77M sold.

  • 26 institutional investors held Limbach Holdings (LMB) as of Q4 2019, down from 31 in Q3 2019.
  • Funds reported $6.67M of Limbach Holdings stock for Q4 2019, down 46% quarter-over-quarter.
  • 3 funds opened new Limbach Holdings positions in Q4 2019 and 8 closed out, a net change of -5 holders.
  • The largest Limbach Holdings buyer in Q4 2019 was Wittenberg Investment Management, an estimated $263K added.
  • The largest Limbach Holdings seller in Q4 2019 was State of New Jersey Common Pension Fund D, an estimated $2.77M sold.

Based on aggregated 13F filings for Q4 2019.