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Limbach Holdings

109 hedge funds and large institutions have $176M invested in Limbach Holdings in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 38 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

387% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $761K

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

65% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 23

43% more capital invested

Capital invested by funds: $123M → $176M (+$52.9M)

35% more funds holding

Funds holding: 81109 (+28)

3.26% more ownership

Funds ownership: 47.05%50.31% (+3.3%)

Holders
109
Holders Change
+28
Holders Change %
+34.57%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
38
Reduced
23
Closed
8
Calls
$3.71M
Puts
$761K
Net Calls
+$2.94M
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$20.1M +$1.48M +48,818 +8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.7M +$895K +29,556 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.4M +$1.49M +49,134 +11%
Renaissance Technologies
4
Renaissance Technologies
New York
$12.6M +$2.46M +81,400 +26%
RA
5
Royce & Associates
New York
$10.4M -$4.09M -135,080 -29%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$10M +$2.7M +89,068 +39%
Invesco
7
Invesco
Georgia
$9.8M +$8.17M +269,814 +691%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.09M +$387K +12,779 +7%
State Street
9
State Street
Massachusetts
$5.95M +$1.09M +36,085 +24%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$5.78M +$4.04M +133,348 +274%
EI
11
EAM Investors
California
$4.02M -$1.53M -50,593 -29%
American Century Companies
12
American Century Companies
Missouri
$3.67M +$1.55M +51,274 +80%
Millennium Management
13
Millennium Management
New York
$3.63M -$547K -18,078 -14%
GC
14
Globeflex Capital
California
$3.03M
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$2.88M -$93.9K -3,102 -3%
Northern Trust
16
Northern Trust
Illinois
$2.4M +$54.5K +1,800 +2%
N
17
Nuveen
North Carolina
$2.28M +$1.28M +42,276 +144%
Victory Capital Management
18
Victory Capital Management
Texas
$1.95M -$544K -17,986 -23%
AQR Capital Management
19
AQR Capital Management
Connecticut
$1.54M +$1.47M +48,604 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$1.39M +$1.33M +43,928 New
SEI Investments
21
SEI Investments
Pennsylvania
$1.39M +$596K +19,691 +82%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$1.27M +$1.21M +39,878 New
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$1.23M +$1.18M +38,891 New
TI
24
Trexquant Investment
Connecticut
$1.23M +$1.17M +38,726 New
RWM
25
Ritholtz Wealth Management
New York
$1.08M -$72.3K -2,390 -7%