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Twin Disc

79 hedge funds and large institutions have $134M invested in Twin Disc in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

7% more funds holding

Funds holding: 7479 (+5)

1.54% more ownership

Funds ownership: 59.91%61.45% (+1.5%)

7% less capital invested

Capital invested by funds: $144M → $134M (-$10.2M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
13
Increased
29
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$24.9M -$1.42M -84,163 -5%
JIC
2
Juniper Investment Company
New York
$15.4M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.2M -$155K -9,185 -1%
PRCP
4
Pacific Ridge Capital Partners
Oregon
$8M +$46.1K +2,728 +0.5%
VCM
5
Vanguard Capital Management
Pennsylvania
$7.98M +$8.95M +529,296 New
Ameriprise
6
Ameriprise
Minnesota
$6.66M -$66.3K -3,922 -0.9%
GF
7
Gabelli Funds
New York
$6.04M +$101K +6,000 +2%
GWI
8
Grace & White Inc
New York
$3.56M
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.11M +$873K +51,664 +33%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$2.93M +$243K +14,355 +8%
Millennium Management
11
Millennium Management
New York
$2.91M +$2.07M +122,423 +173%
BlackRock
12
BlackRock
New York
$2.65M +$55.4K +3,278 +2%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$2.61M +$255K +15,069 +10%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$2.02M -$248K -14,671 -10%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.02M +$46.2K +2,736 +2%
IA
16
IFP Advisors
Florida
$1.78M +$24.3K +1,438 +1%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$1.75M +$1.96M +115,876 New
MBAM
18
Mink Brook Asset Management
Florida
$1.68M -$2.28M -135,138 -55%
PLC
19
Peapod Lane Capital
New York
$1.62M -$516K -30,523 -22%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.62M -$157K -9,300 -8%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$1.39M +$103K +6,092 +7%
TA
22
Teton Advisors
New York
$1.38M -$93K -5,500 -6%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.35M -$4.01K -237 -0.3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.23M -$12.6K -747 -0.9%
BCM
25
Bridgeway Capital Management
Texas
$1.17M +$357K +21,099 +37%