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Transcat

33 hedge funds and large institutions have $60M invested in Transcat in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

10% more funds holding

Funds holding: 3033 (+3)

7% more capital invested

Capital invested by funds: $56.1M → $60M (+$3.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.66% less ownership

Funds ownership: 55.3%53.64% (-1.7%)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
7
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
1
Heartland Advisors
Wisconsin
$9.39M
MA
2
Minerva Advisors
Pennsylvania
$6.38M
PAIM
3
Punch & Associates Investment Management
Minnesota
$5.44M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$4.95M +$129K +8,621 +3%
WCM Investment Management
5
WCM Investment Management
California
$4.72M -$2.71M -181,358 -38%
PAMP
6
Polar Asset Management Partners
Ontario, Canada
$3.88M +$656K +43,854 +21%
DGHMC
7
Dalton, Greiner, Hartman, Maher & Co
New York
$3.47M -$1.38M -92,168 -29%
Vanguard Group
8
Vanguard Group
Pennsylvania
$3.31M +$284K +19,010 +10%
Ameriprise
9
Ameriprise
Minnesota
$2.89M +$12K +800 +0.4%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$2.09M -$230K -15,350 -10%
CSC
11
Cove Street Capital
California
$1.58M
ACM
12
Ativo Capital Management
Illinois
$1.55M
GPGA
13
Grandeur Peak Global Advisors
Utah
$1.53M -$144K -9,600 -9%
QCMC
14
Quantum Capital Management (California)
California
$1.31M +$301K +20,110 +32%
AAM
15
ACK Asset Management
Connecticut
$1.15M +$1.1M +73,500 New
UBS Group
16
UBS Group
Switzerland
$1.04M +$384K +25,664 +63%
PCM
17
Perritt Capital Management
Illinois
$825K
Renaissance Technologies
18
Renaissance Technologies
New York
$770K -$62.8K -4,197 -8%
HR
19
Howe & Rusling
New York
$552K -$29.9K -2,000 -5%
Deutsche Bank
20
Deutsche Bank
Germany
$522K -$3.89K -260 -0.8%
WCM
21
Wedge Capital Management
North Carolina
$391K -$22.4K -1,500 -6%
SBH
22
Segall Bryant & Hamill
Illinois
$358K +$342K +22,849 New
QAM
23
QCI Asset Management
New York
$329K -$470K -31,413 -60%
ZIM
24
ZPR Investment Management
Florida
$314K +$84.5K +5,648 +39%
Northern Trust
25
Northern Trust
Illinois
$308K -$1.47K -98 -0.5%

TRNS Hedge Fund Activity: Q1 2018 in Review

33 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Transcat (TRNS) for Q1 2018, worth a combined $60M — up 6.9% from $56.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TRNS positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $1.1M. The largest seller was WCM Investment Management, cutting an estimated $2.71M.

  • 33 institutional investors held Transcat (TRNS) as of Q1 2018, up from 30 in Q4 2017.
  • Funds reported $60M of Transcat stock for Q1 2018, up 6.9% quarter-over-quarter.
  • 5 funds opened new Transcat positions in Q1 2018 and 2 closed out, a net change of +3 holders.
  • The largest Transcat buyer in Q1 2018 was ACK Asset Management, an estimated $1.1M added.
  • The largest Transcat seller in Q1 2018 was WCM Investment Management, an estimated $2.71M sold.

Based on aggregated 13F filings for Q1 2018.