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Transcat

23 hedge funds and large institutions have $36.4M invested in Transcat in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $38.1M → $36.4M (-$1.69M)

23% less funds holding

Funds holding: 3023 (-7)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
23
Holders Change
-7
Holders Change %
-23.33%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
7
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
1
NSB Advisors
New York
$13.9M -$1.17M -123,047 -8%
HA
2
Heartland Advisors
Wisconsin
$4.95M +$5.71K +600 +0.1%
MA
3
Minerva Advisors
Pennsylvania
$3.91M
OCG
4
Opus Capital Group
Ohio
$3.41M +$983K +103,298 +42%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.84M
GPGA
6
Grandeur Peak Global Advisors
Utah
$2.11M +$375K +39,412 +22%
DGHMC
7
Dalton, Greiner, Hartman, Maher & Co
New York
$1.22M -$20.4K -2,145 -2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$1.03M +$952 +100 +0.1%
PAIM
9
Punch & Associates Investment Management
Minnesota
$749K +$35.2K +3,700 +5%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$612K -$26.2K -2,751 -4%
PCM
11
Perritt Capital Management
Illinois
$507K
QAM
12
QCI Asset Management
New York
$293K
BFA
13
BlackRock Fund Advisors
California
$208K -$13.7K -1,440 -6%
UBS Group
14
UBS Group
Switzerland
$199K +$135K +14,162 +226%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$178K
Northern Trust
16
Northern Trust
Illinois
$154K -$10K -1,055 -6%
Brown Advisory
17
Brown Advisory
Maryland
$133K
TRCT
18
Tower Research Capital (TRC)
New York
$25K +$105 +11 +0.4%
BIM
19
BlackRock Investment Management
Delaware
$12K
Wells Fargo
20
Wells Fargo
California
$10K
HR
21
Howe & Rusling
New York
$2K
VDBMI
22
Van Den Berg Management I
Texas
-$138K -13,544 Closed
Renaissance Technologies
23
Renaissance Technologies
New York
-$112K -11,000 Closed
HIM
24
Hillsdale Investment Management
Ontario, Canada
-$86K -8,456 Closed
FWM
25
Focused Wealth Management
New York
-$15K -1,500 Closed

TRNS Hedge Fund Activity: Q1 2015 in Review

23 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Transcat (TRNS) for Q1 2015, worth a combined $36.4M — down 4.4% from $38.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of TRNS and 1 opened new positions — a net loss of 7 holders — while 5 trimmed existing stakes and 7 added.

The largest buyer was Opus Capital Group, adding an estimated $983K. The largest seller was NSB Advisors, cutting an estimated $1.17M.

  • 23 institutional investors held Transcat (TRNS) as of Q1 2015, down from 30 in Q4 2014.
  • Funds reported $36.4M of Transcat stock for Q1 2015, down 4.4% quarter-over-quarter.
  • 1 fund opened new Transcat positions in Q1 2015 and 8 closed out, a net change of -7 holders.
  • The largest Transcat buyer in Q1 2015 was Opus Capital Group, an estimated $983K added.
  • The largest Transcat seller in Q1 2015 was NSB Advisors, an estimated $1.17M sold.

Based on aggregated 13F filings for Q1 2015.