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Transcat

77 hedge funds and large institutions have $245M invested in Transcat in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

40% more capital invested

Capital invested by funds: $175M → $245M (+$69.8M)

12% more funds holding

Funds holding: 6977 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.59% less ownership

Funds ownership: 69.73%68.13% (-1.6%)

35% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 31

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
20
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$40M +$3.62M +84,392 +12%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$30.7M +$21.8M +508,379 +437%
RA
3
Royce & Associates
New York
$21.7M +$4.34M +101,250 +30%
BlackRock
4
BlackRock
New York
$20.4M +$399K +9,307 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$18.7M +$2.18M +50,730 +15%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$11.4M -$746K -17,401 -7%
JIC
7
Juniper Investment Company
New York
$10.6M -$7.36M -171,715 -44%
PAIM
8
Punch & Associates Investment Management
Minnesota
$10.3M -$2.08M -48,400 -19%
CIP
9
Champlain Investment Partners
Vermont
$7.23M +$6.32M +147,360 New
Victory Capital Management
10
Victory Capital Management
Texas
$6.45M +$5.64M +131,428 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.17M +$389K +9,068 +8%
CSC
12
Cove Street Capital
California
$5.96M -$7.89M -184,025 -60%
State Street
13
State Street
Massachusetts
$5.52M -$1.1M -25,616 -19%
Northern Trust
14
Northern Trust
Illinois
$4.05M -$541K -12,629 -13%
MA
15
Minerva Advisors
Pennsylvania
$3.31M -$7.06M -164,556 -71%
AA
16
Ancora Advisors
Ohio
$2.62M -$688K -16,050 -23%
Invesco
17
Invesco
Georgia
$2.43M +$1.75M +40,869 +472%
ECM
18
EMC Capital Management
Texas
$2.24M +$275K +6,418 +16%
CCA
19
Conestoga Capital Advisors
Pennsylvania
$2.12M -$302K -7,050 -14%
UBS Group
20
UBS Group
Switzerland
$2.11M -$417K -9,716 -18%
ACA
21
Anchor Capital Advisors
Massachusetts
$2.02M -$181K -4,230 -9%
AAM
22
ACK Asset Management
Connecticut
$2.02M -$6.43M -150,000 -55%
EIM
23
Essex Investment Management
Massachusetts
$1.8M -$168K -3,908 -10%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$1.65M -$1.5M -34,872 -51%
EI
25
EAM Investors
California
$1.53M +$1.33M +31,133 New

TRNS Hedge Fund Activity: Q1 2021 in Review

77 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Transcat (TRNS) for Q1 2021, worth a combined $245M — up 40% from $175M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TRNS positions and 7 closed out — a net gain of 9 holders — while 20 added to existing stakes and 31 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $21.8M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $9.46M sold.

  • 77 institutional investors held Transcat (TRNS) as of Q1 2021, up from 69 in Q4 2020.
  • Funds reported $245M of Transcat stock for Q1 2021, up 40% quarter-over-quarter.
  • 16 funds opened new Transcat positions in Q1 2021 and 7 closed out, a net change of +9 holders.
  • The largest Transcat buyer in Q1 2021 was Neuberger Berman Group, an estimated $21.8M added.
  • The largest Transcat seller in Q1 2021 was ArrowMark Colorado Holdings, an estimated $9.46M sold.

Based on aggregated 13F filings for Q1 2021.