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Taylor Devices

23 hedge funds and large institutions have $14.9M invested in Taylor Devices in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

47% more capital invested

Capital invested by funds: $10.2M → $14.9M (+$4.77M)

2.1% more ownership

Funds ownership: 14.5%16.59% (+2.1%)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$3.39M -$93.4K -4,431 -3%
OC
2
Oppenheimer & Close
New York
$3.21M
EI
3
EAM Investors
California
$1.59M +$482K +22,845 +59%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.22M +$44.3K +2,100 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1M +$480K +22,789 +139%
CC
6
Courier Capital
New York
$895K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$748K +$237K +11,252 +64%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$558K +$50K +2,371 +12%
EA
9
Ellsworth Advisors
Ohio
$463K +$382K +18,124 New
EP
10
Elkhorn Partners
Nebraska
$458K -$23.2K -1,100 -6%
BlackRock
11
BlackRock
New York
$285K +$161K +7,654 +218%
Morgan Stanley
12
Morgan Stanley
New York
$272K +$29.1K +1,380 +15%
PCM
13
Perritt Capital Management
Illinois
$264K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$233K +$48.5K +2,300 +34%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$225K -$42.2K -2,000 -19%
Wells Fargo
16
Wells Fargo
California
$51.7K
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$33K -$5.69K -270 -17%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$13K
TRCT
19
Tower Research Capital (TRC)
New York
$6.88K +$4.68K +222 +472%
CB
20
CNB Bank
Pennsylvania
$5.24K
Osaic Holdings
21
Osaic Holdings
Arizona
$5.11K -$10.5K -500 -71%
NA
22
NewEdge Advisors
Louisiana
$3.83K +$3.16K +150 New
CAS
23
Coppell Advisory Solutions
Texas
$363 +$295 +14 New
MAM
24
Marquette Asset Management
Minnesota
-$66.2K -3,304 Closed
JIR
25
James Investment Research
Ohio
-$57K -2,853 Closed

TAYD Hedge Fund Activity: Q2 2023 in Review

23 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Taylor Devices (TAYD) for Q2 2023, worth a combined $14.9M — up 47% from $10.2M a quarter earlier.

Fund positioning in TAYD was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 5 trimmed.

The largest buyer was EAM Investors, adding an estimated $482K. The largest seller was Janney Montgomery Scott, cutting an estimated $93.4K.

  • 23 institutional investors held Taylor Devices (TAYD) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $14.9M of Taylor Devices stock for Q2 2023, up 47% quarter-over-quarter.
  • 3 funds opened new Taylor Devices positions in Q2 2023 and 3 closed out, a net change of 0 holders.
  • The largest Taylor Devices buyer in Q2 2023 was EAM Investors, an estimated $482K added.
  • The largest Taylor Devices seller in Q2 2023 was Janney Montgomery Scott, an estimated $93.4K sold.

Based on aggregated 13F filings for Q2 2023.