Limbach Holdings
LMB
38 hedge funds and large institutions have $50.1M invested in Limbach Holdings in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
57% more capital invested
Capital invested by funds: $31.8M → $50.1M (+$18.3M)
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
9.94% more ownership
Funds ownership: 32.54% → 42.48% (+9.9%)
6% more funds holding
Funds holding: 36 → 38 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$11.4M |
| 2 |
NRC
North Run Capital
Boston,
Massachusetts
|
+$7.15M |
| 3 |
RA
Royce & Associates
New York
|
+$2.44M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.83M |
| 5 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARS
Adirondack Retirement Specialists
Queensbury,
New York
|
-$4.05M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
-$1.03M |
| 3 |
KSCM
Kamunting Street Capital Management
Miami Beach,
Florida
|
-$674K |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$416K |
| 5 |
QC
Quadrature Capital
London,
United Kingdom
|
-$343K |
LMB Hedge Fund Activity: Q1 2021 in Review
38 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Limbach Holdings (LMB) for Q1 2021, worth a combined $50.1M — up 57% from $31.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new LMB positions and 9 closed out — a net gain of 2 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $11.4M. The largest seller was Adirondack Retirement Specialists, cutting an estimated $4.05M.
- 38 institutional investors held Limbach Holdings (LMB) as of Q1 2021, up from 36 in Q4 2020.
- Funds reported $50.1M of Limbach Holdings stock for Q1 2021, up 57% quarter-over-quarter.
- 11 funds opened new Limbach Holdings positions in Q1 2021 and 9 closed out, a net change of +2 holders.
- The largest Limbach Holdings buyer in Q1 2021 was Polar Asset Management Partners, an estimated $11.4M added.
- The largest Limbach Holdings seller in Q1 2021 was Adirondack Retirement Specialists, an estimated $4.05M sold.
Based on aggregated 13F filings for Q1 2021.