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Transcat

30 hedge funds and large institutions have $38.1M invested in Transcat in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $34.3M → $38.1M (+$3.81M)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 3230 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
10
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NSB Advisors
New York
$15.8M -$366K -37,305 -2%
HA
2
Heartland Advisors
Wisconsin
$5.11M +$46.9K +4,783 +1%
MA
3
Minerva Advisors
Pennsylvania
$4.15M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.94M
OCG
5
Opus Capital Group
Ohio
$2.51M +$74.5K +7,601 +3%
GPGA
6
Grandeur Peak Global Advisors
Utah
$1.81M +$451K +45,975 +35%
DGHMC
7
Dalton, Greiner, Hartman, Maher & Co
New York
$1.29M +$135K +13,790 +12%
Vanguard Group
8
Vanguard Group
Pennsylvania
$1.07M +$5.84K +596 +0.6%
PAIM
9
Punch & Associates Investment Management
Minnesota
$746K +$82.4K +8,400 +13%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$668K +$17.7K +1,800 +3%
PCM
11
Perritt Capital Management
Illinois
$531K
QAM
12
QCI Asset Management
New York
$307K +$49.6K +5,054 +20%
BFA
13
BlackRock Fund Advisors
California
$232K +$15.9K +1,620 +8%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$178K
Northern Trust
15
Northern Trust
Illinois
$171K -$549 -56 -0.3%
Brown Advisory
16
Brown Advisory
Maryland
$140K -$98.8K -10,072 -42%
VDBMI
17
Van Den Berg Management I
Texas
$138K -$75.2K -7,671 -36%
Renaissance Technologies
18
Renaissance Technologies
New York
$112K -$38.9K -3,966 -27%
HIM
19
Hillsdale Investment Management
Ontario, Canada
$86K
UBS Group
20
UBS Group
Switzerland
$64K +$61.5K +6,274 New
TRCT
21
Tower Research Capital (TRC)
New York
$26K -$4.32K -440 -15%
FWM
22
Focused Wealth Management
New York
$15K +$14.7K +1,500 New
BIM
23
BlackRock Investment Management
Delaware
$12K
LSV Asset Management
24
LSV Asset Management
Illinois
$11K -$42.9K -4,374 -80%
Wells Fargo
25
Wells Fargo
California
$10K

TRNS Hedge Fund Activity: Q4 2014 in Review

30 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Transcat (TRNS) for Q4 2014, worth a combined $38.1M — up 11% from $34.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of TRNS and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 10 added.

The largest buyer was Grandeur Peak Global Advisors, adding an estimated $451K. The largest seller was NSB Advisors, cutting an estimated $366K.

  • 30 institutional investors held Transcat (TRNS) as of Q4 2014, down from 32 in Q3 2014.
  • Funds reported $38.1M of Transcat stock for Q4 2014, up 11% quarter-over-quarter.
  • 2 funds opened new Transcat positions in Q4 2014 and 3 closed out, a net change of -1 holder.
  • The largest Transcat buyer in Q4 2014 was Grandeur Peak Global Advisors, an estimated $451K added.
  • The largest Transcat seller in Q4 2014 was NSB Advisors, an estimated $366K sold.

Based on aggregated 13F filings for Q4 2014.