Taylor Devices
TAYD
23 hedge funds and large institutions have $14M invested in Taylor Devices in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 5 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
9% more capital invested
Capital invested by funds: $12.8M → $14M (+$1.18M)
0.9% more ownership
Funds ownership: 17.05% → 17.95% (+0.9%)
8% less funds holding
Funds holding: 25 → 23 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.15M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$271K |
| 3 |
Morgan Stanley
New York
|
+$271K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$132K |
| 5 |
Renaissance Technologies
New York
|
+$92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
-$1.05M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$215K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$22.7K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.26K |
| 5 |
EP
Elkhorn Partners
Omaha,
Nebraska
|
-$2.24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| – | -$22.7K | -1,066 | Closed |
|
|
27
Osaic Holdings
Scottsdale,
Arizona
| – | -$4.26K | -200 | Closed |
|
|
CCP
28
Carmel Capital Partners
San Diego,
California
| – | -$916 | -43 | Closed |
|
TAYD Hedge Fund Activity: Q4 2023 in Review
23 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Taylor Devices (TAYD) for Q4 2023, worth a combined $14M — up 9.3% from $12.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of TAYD and 3 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 11 added.
The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $1.15M. The largest seller was EAM Investors, exiting entirely with an estimated $1.05M sold.
- 23 institutional investors held Taylor Devices (TAYD) as of Q4 2023, down from 25 in Q3 2023.
- Funds reported $14M of Taylor Devices stock for Q4 2023, up 9.3% quarter-over-quarter.
- 3 funds opened new Taylor Devices positions in Q4 2023 and 5 closed out, a net change of -2 holders.
- The largest Taylor Devices buyer in Q4 2023 was Punch & Associates Investment Management, an estimated $1.15M added.
- The largest Taylor Devices seller in Q4 2023 was EAM Investors, an estimated $1.05M sold.
Based on aggregated 13F filings for Q4 2023.