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Taylor Devices

23 hedge funds and large institutions have $8.78M invested in Taylor Devices in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

29% more capital invested

Capital invested by funds: $6.8M → $8.78M (+$1.98M)

21% more funds holding

Funds holding: 1923 (+4)

1.12% less ownership

Funds ownership: 19.11%18% (-1.1%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$4.7M -$98.3K -8,100 -2%
OC
2
Oppenheimer & Close
New York
$1.78M
EP
3
Elkhorn Partners
Nebraska
$482K -$27.9K -2,301 -6%
Renaissance Technologies
4
Renaissance Technologies
New York
$469K -$23.1K -1,900 -5%
CC
5
Courier Capital
New York
$426K +$30.3K +2,500 +9%
JBA
6
Johnson Bixby & Associates
Washington
$284K
Neuberger Berman Group
7
Neuberger Berman Group
New York
$153K
PCM
8
Perritt Capital Management
Illinois
$146K
Morgan Stanley
9
Morgan Stanley
New York
$110K +$23.8K +1,965 +34%
BlackRock
10
BlackRock
New York
$49.9K
MAM
11
Marquette Asset Management
Minnesota
$46.9K
NA
12
NewEdge Advisors
Louisiana
$40.5K +$34.6K +2,853 New
JIR
13
James Investment Research
Ohio
$40K
UBS Group
14
UBS Group
Switzerland
$20.4K +$17.5K +1,439 New
TRCT
15
Tower Research Capital (TRC)
New York
$11K -$874 -72 -8%
Osaic Holdings
16
Osaic Holdings
Arizona
$10K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$7K
CB
18
CNB Bank
Pennsylvania
$2.91K
CAS
19
Coppell Advisory Solutions
Texas
$440 +$376 +31 New
CASC
20
Coppell Advisory Solutions Corp
Texas
$440 +$376 +31 New
Wells Fargo
21
Wells Fargo
California
$284
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$156 +$8.67K +715 +7%
Bank of America
23
Bank of America
North Carolina
$86 +$73 +6 New
Vanguard Group
24
Vanguard Group
Pennsylvania
-$369K -36,298 Closed

TAYD Hedge Fund Activity: Q4 2022 in Review

23 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Taylor Devices (TAYD) for Q4 2022, worth a combined $8.78M — up 29% from $6.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TAYD positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $34.6K. The largest seller was Vanguard Group, exiting entirely with an estimated $369K sold.

  • 23 institutional investors held Taylor Devices (TAYD) as of Q4 2022, up from 19 in Q3 2022.
  • Funds reported $8.78M of Taylor Devices stock for Q4 2022, up 29% quarter-over-quarter.
  • 5 funds opened new Taylor Devices positions in Q4 2022 and 1 closed out, a net change of +4 holders.
  • The largest Taylor Devices buyer in Q4 2022 was NewEdge Advisors, an estimated $34.6K added.
  • The largest Taylor Devices seller in Q4 2022 was Vanguard Group, an estimated $369K sold.

Based on aggregated 13F filings for Q4 2022.