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Transcat

69 hedge funds and large institutions have $150M invested in Transcat in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $133M → $150M (+$17.1M)

3% more funds holding

Funds holding: 6769 (+2)

0.03% more ownership

Funds ownership: 70.82%70.85% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

45% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 31

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
17
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$16.1M +$1.36M +47,840 +10%
JIC
2
Juniper Investment Company
New York
$11.8M -$637K -22,392 -5%
BlackRock
3
BlackRock
New York
$11.7M -$160K -5,633 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.29M -$6.36M -223,611 -41%
RA
5
Royce & Associates
New York
$9.25M +$4.16M +146,296 +86%
CSC
6
Cove Street Capital
California
$9.23M +$6.52M +229,108 +266%
MA
7
Minerva Advisors
Pennsylvania
$8.63M -$1.1M -38,662 -12%
ACH
8
ArrowMark Colorado Holdings
Colorado
$8.08M +$1.63M +57,415 +26%
PAIM
9
Punch & Associates Investment Management
Minnesota
$7.96M -$12.4K -437 -0.2%
AAM
10
ACK Asset Management
Connecticut
$7.67M -$1.42M -50,000 -11%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$7.41M -$85.5K -3,004 -1%
State Street
12
State Street
Massachusetts
$4.22M -$227K -7,958 -5%
TAM
13
THB Asset Management
Connecticut
$4.18M -$646K -22,692 -14%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$3.51M -$44.1K -1,550 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.37M +$136K +4,794 +4%
Northern Trust
16
Northern Trust
Illinois
$2.94M -$119K -4,181 -4%
DGHMC
17
Dalton, Greiner, Hartman, Maher & Co
New York
$2.51M -$2.13M -74,721 -47%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$2.23M +$793K +27,876 +58%
AA
19
Ancora Advisors
Ohio
$2.01M -$44.8K -1,575 -2%
UBS Group
20
UBS Group
Switzerland
$1.72M -$355K -12,483 -18%
EIM
21
Essex Investment Management
Massachusetts
$1.4M +$44.6K +1,567 +3%
ACA
22
Anchor Capital Advisors
Massachusetts
$1.37M -$101K -3,554 -7%
CCA
23
Conestoga Capital Advisors
Pennsylvania
$1.37M +$269K +9,450 +25%
RC
24
Roubaix Capital
Colorado
$872K +$847K +29,762 New
GPGA
25
Grandeur Peak Global Advisors
Utah
$822K +$55.6K +1,952 +7%

TRNS Hedge Fund Activity: Q3 2020 in Review

69 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Transcat (TRNS) for Q3 2020, worth a combined $150M — up 13% from $133M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TRNS positions and 6 closed out — a net gain of 2 holders — while 17 added to existing stakes and 31 trimmed.

The largest buyer was Cove Street Capital, adding an estimated $6.52M. The largest seller was Vanguard Group, cutting an estimated $6.36M.

  • 69 institutional investors held Transcat (TRNS) as of Q3 2020, up from 67 in Q2 2020.
  • Funds reported $150M of Transcat stock for Q3 2020, up 13% quarter-over-quarter.
  • 8 funds opened new Transcat positions in Q3 2020 and 6 closed out, a net change of +2 holders.
  • The largest Transcat buyer in Q3 2020 was Cove Street Capital, an estimated $6.52M added.
  • The largest Transcat seller in Q3 2020 was Vanguard Group, an estimated $6.36M sold.

Based on aggregated 13F filings for Q3 2020.