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Twin Disc

45 hedge funds and large institutions have $76.9M invested in Twin Disc in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

9% more capital invested

Capital invested by funds: $70.5M → $76.9M (+$6.41M)

1.88% more ownership

Funds ownership: 56.38%58.26% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 4645 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
17
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$15.2M +$435K +41,685 +3%
JIC
2
Juniper Investment Company
New York
$9.86M
AE
3
AMH Equity
New York
$6.82M
PRCP
4
Pacific Ridge Capital Partners
Oregon
$5.8M -$46.9K -4,498 -0.7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.06M +$38.1K +3,653 +0.7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.75M +$95.9K +9,200 +2%
RA
7
Royce & Associates
New York
$4.44M -$9.39K -900 -0.2%
HA
8
Heartland Advisors
Wisconsin
$3.81M
Neuberger Berman Group
9
Neuberger Berman Group
New York
$3.45M +$90.4K +8,664 +2%
GF
10
Gabelli Funds
New York
$3.15M +$106K +10,197 +3%
GWI
11
Grace & White Inc
New York
$2.13M
SC
12
Skylands Capital
Wisconsin
$2.02M +$116K +11,117 +6%
BlackRock
13
BlackRock
New York
$1.71M +$7.15K +686 +0.4%
Victory Capital Management
14
Victory Capital Management
Texas
$1.18M -$65.7K -6,300 -5%
TA
15
Teton Advisors
New York
$1.11M +$62.6K +6,000 +5%
RC
16
RBF Capital
California
$1.07M
KCM
17
Kennedy Capital Management
Missouri
$1.06M +$1.16M +111,198 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$891K
BCM
19
Bridgeway Capital Management
Texas
$585K
Renaissance Technologies
20
Renaissance Technologies
New York
$523K +$47.5K +4,552 +9%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$390K -$7.57K -726 -2%
State Street
22
State Street
Massachusetts
$348K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$340K +$109K +10,420 +42%
Northern Trust
24
Northern Trust
Illinois
$225K +$10.5K +1,005 +4%
Millennium Management
25
Millennium Management
New York
$158K +$172K +16,466 New