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Transcat

82 hedge funds and large institutions have $286M invested in Transcat in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $245M → $286M (+$41.5M)

6% more funds holding

Funds holding: 7782 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.3% less ownership

Funds ownership: 68.13%67.83% (-0.3%)

32% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 34

Holders
82
Holders Change
+5
Holders Change %
+6.49%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
23
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
1
Neuberger Berman Group
New York
$44.5M +$8.51M +163,386 +26%
WA
2
Wasatch Advisors
Utah
$42.8M -$3.07M -58,955 -7%
RA
3
Royce & Associates
New York
$25.6M +$552K +10,600 +2%
BlackRock
4
BlackRock
New York
$24.1M +$558K +10,713 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$23.4M +$1.79M +34,296 +9%
CIP
6
Champlain Investment Partners
Vermont
$13.3M +$4.61M +88,545 +60%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$13M -$206K -3,959 -2%
PAIM
8
Punch & Associates Investment Management
Minnesota
$11.8M
JIC
9
Juniper Investment Company
New York
$11.1M -$1.04M -19,951 -9%
Victory Capital Management
10
Victory Capital Management
Texas
$7.96M +$489K +9,386 +7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.95M -$142K -2,735 -2%
State Street
12
State Street
Massachusetts
$6.89M +$491K +9,432 +8%
Northern Trust
13
Northern Trust
Illinois
$4.51M -$145K -2,789 -3%
Invesco
14
Invesco
Georgia
$2.71M -$84.1K -1,615 -3%
MA
15
Minerva Advisors
Pennsylvania
$2.65M -$1.05M -20,107 -30%
CCA
16
Conestoga Capital Advisors
Pennsylvania
$2.49M +$45.6K +875 +2%
ECM
17
EMC Capital Management
Texas
$2.48M -$93.1K -1,788 -4%
UBS Group
18
UBS Group
Switzerland
$2.19M -$221K -4,251 -10%
EIM
19
Essex Investment Management
Massachusetts
$1.9M -$159K -3,053 -8%
ACA
20
Anchor Capital Advisors
Massachusetts
$1.86M -$432K -8,290 -20%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$1.86M +$1.38M +26,500 +414%
KCM
22
Kornitzer Capital Management
Kansas
$1.76M +$104K +2,000 +7%
EI
23
EAM Investors
California
$1.76M
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.74M +$414K +7,956 +36%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.65M -$2.92K -56 -0.2%

TRNS Hedge Fund Activity: Q2 2021 in Review

82 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Transcat (TRNS) for Q2 2021, worth a combined $286M — up 17% from $245M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TRNS positions and 9 closed out — a net gain of 5 holders — while 23 added to existing stakes and 34 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $8.51M. The largest seller was Cove Street Capital, exiting entirely with an estimated $5.96M sold.

  • 82 institutional investors held Transcat (TRNS) as of Q2 2021, up from 77 in Q1 2021.
  • Funds reported $286M of Transcat stock for Q2 2021, up 17% quarter-over-quarter.
  • 14 funds opened new Transcat positions in Q2 2021 and 9 closed out, a net change of +5 holders.
  • The largest Transcat buyer in Q2 2021 was Neuberger Berman Group, an estimated $8.51M added.
  • The largest Transcat seller in Q2 2021 was Cove Street Capital, an estimated $5.96M sold.

Based on aggregated 13F filings for Q2 2021.