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Twin Disc

40 hedge funds and large institutions have $64.8M invested in Twin Disc in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $52.4M → $64.8M (+$12.3M)

0.44% more ownership

Funds ownership: 49.24%49.68% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 4140 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
8
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$13.8M -$2.07M -232,974 -14%
JIC
2
Juniper Investment Company
New York
$9.8M
PRCP
3
Pacific Ridge Capital Partners
Oregon
$8.04M +$1.36M +152,866 +22%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$5.17M -$174K -19,585 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.34M -$275 -31 -0%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$3.36M -$227K -25,601 -7%
HA
7
Heartland Advisors
Wisconsin
$3.35M +$3.11M +350,390 New
GF
8
Gabelli Funds
New York
$2.84M -$195K -22,000 -7%
GWI
9
Grace & White Inc
New York
$2.46M
BlackRock
10
BlackRock
New York
$2.13M +$78.9K +8,884 +4%
TA
11
Teton Advisors
New York
$1.59M -$17.8K -2,000 -1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.54M +$359K +40,381 +34%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.28M -$554K -62,400 -32%
RC
14
RBF Capital
California
$1.1M
SC
15
Skylands Capital
Wisconsin
$812K +$313K +35,288 +71%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$688K
BCM
17
Bridgeway Capital Management
Texas
$675K +$133K +15,000 +27%
HNB
18
Huntington National Bank
Ohio
$478K -$266K -30,000 -37%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$275K +$24.6K +2,766 +11%
Northern Trust
20
Northern Trust
Illinois
$274K -$21K -2,367 -8%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$221K
Squarepoint
22
Squarepoint
New York
$135K -$51.7K -5,824 -29%
Millennium Management
23
Millennium Management
New York
$131K -$112K -12,628 -48%
Wells Fargo
24
Wells Fargo
California
$97K -$12.6K -1,416 -12%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$80K -$193K -21,720 -72%