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Taylor Devices

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.

New
Increased
Maintained
Reduced
Closed

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: 2523 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
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
$2.99M +$11.2K +500 +0.4%
OC
2
Oppenheimer & Close
New York
$2.78M
Renaissance Technologies
3
Renaissance Technologies
New York
$1.32M +$92K +4,100 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.17M +$132K +5,900 +13%
PAIM
5
Punch & Associates Investment Management
Minnesota
$1.13M +$1.15M +51,205 New
CC
6
Courier Capital
New York
$774K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$689K
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$520K +$39.7K +1,769 +8%
Morgan Stanley
9
Morgan Stanley
New York
$505K +$271K +12,087 +113%
EA
10
Ellsworth Advisors
Ohio
$411K +$6.57K +293 +2%
EP
11
Elkhorn Partners
Nebraska
$393K -$2.24K -100 -0.6%
BlackRock
12
BlackRock
New York
$372K +$6.69K +298 +2%
PCM
13
Perritt Capital Management
Illinois
$301K +$74.1K +3,302 +32%
Northern Trust
14
Northern Trust
Illinois
$268K +$271K +12,090 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$229K +$538 +24 +0.2%
Wells Fargo
16
Wells Fargo
California
$55.8K +$11.2K +501 +25%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$28K
TRCT
18
Tower Research Capital (TRC)
New York
$12.3K -$247 -11 -2%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$11K
CB
20
CNB Bank
Pennsylvania
$4.54K
Bank of America
21
Bank of America
North Carolina
$2.68K +$2.71K +121 New
JP Morgan Chase
22
JP Morgan Chase
New York
$398 +$314 +14 +350%
CAS
23
Coppell Advisory Solutions
Texas
$309 -$381 -17 -55%
EI
24
EAM Investors
California
-$1.05M -49,099 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$215K -10,096 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.