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Limbach Holdings
LMB

27 hedge funds and large institutions have $20.1M invested in Limbach Holdings in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.17% less ownership

Funds ownership: 39.32% → 36.15% (-3.2%)

23% less funds holding

Funds holding: 35 → 27 (-8)

29% less capital invested

Capital invested by funds: $28.5M → $20.1M (-$8.36M)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
27
Holders Change
-8
Holders Change %
-22.86%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
10
Closed
8
Calls
$446K
Puts
–
Net Calls
+$446K
Net Calls Change
-$214K

Top Buyers

1
RA
Royce & Associates
New York
+$483K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$158K
3
State Street
State Street
Massachusetts
+$13.8K
4
Osaic Holdings
Osaic Holdings
Arizona
+$6.14K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$5.87K

Top Sellers

1
HA
Heartland Advisors
Wisconsin
-$962K
2
Victory Capital Management
Victory Capital Management
Texas
-$537K
3
BCM
Bridgeway Capital Management
Texas
-$401K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$188K
5
TIM
Timelo Investment Management
Ontario, Canada
-$156K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
Royce & Associates
New York
$6.08M +$483K +78,667 +7%
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$5.43M – – –
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.44M +$158K +25,806 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.87M – – –
Renaissance Technologies
5
Renaissance Technologies
New York
$1.42M -$46.7K -7,600 -3%
Victory Capital Management
6
Victory Capital Management
Texas
$818K -$537K -87,474 -36%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$375K +$5.87K +956 +1%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$242K -$31.3K -5,100 -10%
NJBEST
9
New Jersey Better Educational Savings Trust
New Jersey
$181K – – –
NSEDCP
10
NJ State Employees Deferred Compensation Plan
New Jersey
$176K – – –
BlackRock
11
BlackRock
New York
$158K -$10.7K -1,745 -6%
Two Sigma Investments
12
Two Sigma Investments
New York
$137K -$62.4K -10,166 -28%
Millennium Management
13
Millennium Management
New York
$127K -$7.97K -1,298 -5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$103K – – –
BCM
15
Bourgeon Capital Management
Connecticut
$91K – – –
State Street
16
State Street
Massachusetts
$91K +$13.8K +2,255 +15%
WIM
17
Wittenberg Investment Management
Massachusetts
$78K – – –
Squarepoint
18
Squarepoint
New York
$76K -$7.74K -1,261 -8%
Northern Trust
19
Northern Trust
Illinois
$72K – – –
BJL
20
Brighton Jones LLC
Washington
$63K – – –
Simplex Trading
21
Simplex Trading
Illinois
$38K -$36.6K -5,959 -45%
CM
22
Caption Management
Oklahoma
$26K – – –
TRCT
23
Tower Research Capital (TRC)
New York
$5K -$602 -98 -10%
APP
24
Alpha Paradigm Partners
Illinois
$5K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$5K +$6.14K +1,000 New
1
2

LMB Hedge Fund Activity: Q2 2022 in Review

27 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Limbach Holdings (LMB) for Q2 2022, worth a combined $20.1M — down 29% from $28.5M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of LMB and 1 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 5 added.

The largest buyer was Royce & Associates, adding an estimated $483K. The largest seller was Heartland Advisors, exiting entirely with an estimated $962K sold.

  • 27 institutional investors held Limbach Holdings (LMB) as of Q2 2022, down from 35 in Q1 2022.
  • Funds reported $20.1M of Limbach Holdings stock for Q2 2022, down 29% quarter-over-quarter.
  • 1 fund opened new Limbach Holdings positions in Q2 2022 and 8 closed out, a net change of -7 holders.
  • The largest Limbach Holdings buyer in Q2 2022 was Royce & Associates, an estimated $483K added.
  • The largest Limbach Holdings seller in Q2 2022 was Heartland Advisors, an estimated $962K sold.

Based on aggregated 13F filings for Q2 2022.