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Transcat

26 hedge funds and large institutions have $29.4M invested in Transcat in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $24.2M → $29.4M (+$5.28M)

8% more funds holding

Funds holding: 2426 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NSB Advisors
New York
$17.9M -$410K -45,958 -2%
MA
2
Minerva Advisors
Pennsylvania
$3.88M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.66M -$22.8K -2,556 -0.9%
HA
4
Heartland Advisors
Wisconsin
$937K +$892K +100,000 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$827K +$123K +13,810 +19%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$594K +$255K +28,600 +82%
PCM
7
Perritt Capital Management
Illinois
$487K +$463K +51,953 New
GPGA
8
Grandeur Peak Global Advisors
Utah
$475K +$453K +50,738 New
PAIM
9
Punch & Associates Investment Management
Minnesota
$242K +$230K +25,829 New
Brown Advisory
10
Brown Advisory
Maryland
$222K -$42K -4,706 -17%
BFA
11
BlackRock Fund Advisors
California
$206K +$23.8K +2,673 +14%
VDBMI
12
Van Den Berg Management I
Texas
$199K -$19.9K -2,235 -10%
SKK
13
Shepherd Kaplan Krochuk
Massachusetts
$184K
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$176K
Northern Trust
15
Northern Trust
Illinois
$157K +$16.1K +1,810 +12%
QAM
16
QCI Asset Management
New York
$141K
U
17
UBS
Switzerland
$52K -$990 -111 -2%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$38K +$35.7K +4,000 New
Wells Fargo
19
Wells Fargo
California
$9K
TRCT
20
Tower Research Capital (TRC)
New York
$5K -$9.11K -1,021 -67%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$3.19K
HR
22
Howe & Rusling
New York
$2K
GC
23
Globeflex Capital
California
$1K
MFS
24
MSI Financial Services
Massachusetts
$1K
PCMI
25
Paradigm Capital Management Inc
New York
-$492K -61,695 Closed

TRNS Hedge Fund Activity: Q1 2014 in Review

26 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Transcat (TRNS) for Q1 2014, worth a combined $29.4M — up 22% from $24.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TRNS positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $892K. The largest seller was Paradigm Capital Management Inc, exiting entirely with an estimated $492K sold.

  • 26 institutional investors held Transcat (TRNS) as of Q1 2014, up from 24 in Q4 2013.
  • Funds reported $29.4M of Transcat stock for Q1 2014, up 22% quarter-over-quarter.
  • 5 funds opened new Transcat positions in Q1 2014 and 3 closed out, a net change of +2 holders.
  • The largest Transcat buyer in Q1 2014 was Heartland Advisors, an estimated $892K added.
  • The largest Transcat seller in Q1 2014 was Paradigm Capital Management Inc, an estimated $492K sold.

Based on aggregated 13F filings for Q1 2014.