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Limbach Holdings

190 hedge funds and large institutions have $706M invested in Limbach Holdings in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,104% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $1.57M

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

17% more funds holding

Funds holding: 162190 (+28)

13% more capital invested

Capital invested by funds: $625M → $706M (+$80.8M)

0.08% more ownership

Funds ownership: 73.11%73.18% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

21% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 63

Holders
190
Holders Change
+28
Holders Change %
+17.28%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
48
Increased
50
Reduced
63
Closed
17
Calls
$18.9M
Puts
$1.57M
Net Calls
+$17.4M
Net Calls Change
+$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$81.5M -$1.75M -19,857 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$51.7M +$265K +3,001 +0.5%
NPIC
3
Neumeier Poma Investment Counsel
California
$39.5M -$6.19M -70,200 -13%
WA
4
Wasatch Advisors
Utah
$32M +$136K +1,546 +0.4%
Renaissance Technologies
5
Renaissance Technologies
New York
$30.6M -$335K -3,800 -1%
First Trust Advisors
6
First Trust Advisors
Illinois
$27.6M +$11.4M +129,869 +67%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$27.1M -$3.87M -43,917 -12%
CCM
8
Corsair Capital Management
New York
$26.7M -$63.4K -719 -0.2%
Goldman Sachs
9
Goldman Sachs
New York
$24.1M -$1.03M -11,638 -4%
Invesco
10
Invesco
Georgia
$21.5M -$1.37M -15,581 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20.2M -$161K -1,829 -0.8%
Morgan Stanley
12
Morgan Stanley
New York
$19.5M -$7.82M -88,760 -28%
State Street
13
State Street
Massachusetts
$19.2M +$442K +5,009 +2%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$18.5M +$5.55M +62,987 +41%
RA
15
Royce & Associates
New York
$17.3M -$4.15M -47,108 -19%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$15.7M +$2.52M +28,556 +18%
NCGI
17
Next Century Growth Investors
Minnesota
$13.4M +$13.8M +156,350 New
American Century Companies
18
American Century Companies
Missouri
$12.1M -$3.02M -34,277 -19%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$11.8M
OAM
20
Oberweis Asset Management
Illinois
$9.48M
SBH
21
Segall Bryant & Hamill
Illinois
$8.69M -$120K -1,364 -1%
Northern Trust
22
Northern Trust
Illinois
$7.85M +$609K +6,905 +8%
Charles Schwab
23
Charles Schwab
California
$7.28M +$101K +1,141 +1%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$6.35M -$2.19M -24,819 -25%
GC
25
Globeflex Capital
California
$5.78M -$1.4M -15,880 -19%

LMB Hedge Fund Activity: Q4 2024 in Review

190 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Limbach Holdings (LMB) for Q4 2024, worth a combined $706M — up 13% from $625M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new LMB positions and 17 closed out — a net gain of 31 holders — while 50 added to existing stakes and 63 trimmed.

The largest buyer was Next Century Growth Investors, opening a new position worth an estimated $13.8M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $9.35M sold.

  • 190 institutional investors held Limbach Holdings (LMB) as of Q4 2024, up from 162 in Q3 2024.
  • Funds reported $706M of Limbach Holdings stock for Q4 2024, up 13% quarter-over-quarter.
  • 48 funds opened new Limbach Holdings positions in Q4 2024 and 17 closed out, a net change of +31 holders.
  • The largest Limbach Holdings buyer in Q4 2024 was Next Century Growth Investors, an estimated $13.8M added.
  • The largest Limbach Holdings seller in Q4 2024 was Portolan Capital Management, an estimated $9.35M sold.

Based on aggregated 13F filings for Q4 2024.