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Taylor Devices

23 hedge funds and large institutions have $10.2M invested in Taylor Devices in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

16% more capital invested

Capital invested by funds: $8.78M → $10.2M (+$1.39M)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3.5% less ownership

Funds ownership: 18%14.5% (-3.5%)

Holders
23
Holders Change
Holders Change %
0%
% 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
6
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$2.75M -$3.09M -193,943 -59%
OC
2
Oppenheimer & Close
New York
$2.52M
Renaissance Technologies
3
Renaissance Technologies
New York
$913K +$199K +12,500 +38%
EI
4
EAM Investors
California
$771K +$612K +38,462 New
CC
5
Courier Capital
New York
$701K +$79.6K +5,000 +17%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$383K +$129K +8,090 +73%
EP
7
Elkhorn Partners
Nebraska
$381K -$238K -14,969 -44%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$351K +$279K +17,532 New
Vanguard Group
9
Vanguard Group
Pennsylvania
$329K +$261K +16,406 New
Neuberger Berman Group
10
Neuberger Berman Group
New York
$216K
PCM
11
Perritt Capital Management
Illinois
$207K
Morgan Stanley
12
Morgan Stanley
New York
$186K +$24.1K +1,515 +20%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$136K +$108K +6,800 New
BlackRock
14
BlackRock
New York
$70.4K
MAM
15
Marquette Asset Management
Minnesota
$66.2K
JIR
16
James Investment Research
Ohio
$57K
Wells Fargo
17
Wells Fargo
California
$40.5K +$31.9K +2,001 +10,005%
UBS Group
18
UBS Group
Switzerland
$35K +$4.86K +305 +21%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$31K +$24.8K +1,555 New
Osaic Holdings
20
Osaic Holdings
Arizona
$14K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$10K
CB
22
CNB Bank
Pennsylvania
$4.11K
TRCT
23
Tower Research Capital (TRC)
New York
$1K -$11.7K -737 -94%
JBA
24
Johnson Bixby & Associates
Washington
-$284K -20,000 Closed
NA
25
NewEdge Advisors
Louisiana
-$40.5K -2,853 Closed

TAYD Hedge Fund Activity: Q1 2023 in Review

23 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Taylor Devices (TAYD) for Q1 2023, worth a combined $10.2M — up 16% from $8.78M a quarter earlier.

Fund positioning in TAYD was balanced in Q1 2023: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 3 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $612K. The largest seller was Janney Montgomery Scott, cutting an estimated $3.09M.

  • 23 institutional investors held Taylor Devices (TAYD) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $10.2M of Taylor Devices stock for Q1 2023, up 16% quarter-over-quarter.
  • 5 funds opened new Taylor Devices positions in Q1 2023 and 5 closed out, a net change of 0 holders.
  • The largest Taylor Devices buyer in Q1 2023 was EAM Investors, an estimated $612K added.
  • The largest Taylor Devices seller in Q1 2023 was Janney Montgomery Scott, an estimated $3.09M sold.

Based on aggregated 13F filings for Q1 2023.