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Twin Disc

49 hedge funds and large institutions have $112M invested in Twin Disc in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more capital invested

Capital invested by funds: $91.6M → $112M (+$20M)

14% more funds holding

Funds holding: 4349 (+6)

0.6% less ownership

Funds ownership: 58.9%58.29% (-0.6%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
13
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$22.7M -$43.4K -3,352 -0.2%
JIC
2
Juniper Investment Company
New York
$14.2M
AE
3
AMH Equity
New York
$11.1M -$259K -19,997 -2%
PRCP
4
Pacific Ridge Capital Partners
Oregon
$8.54M -$209K -16,125 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.03M -$182K -14,084 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.86M +$106K +8,154 +2%
RA
7
Royce & Associates
New York
$6.03M +$99.8K +7,712 +2%
HA
8
Heartland Advisors
Wisconsin
$5.49M
GF
9
Gabelli Funds
New York
$5.11M -$6.47K -500 -0.1%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$4.79M -$80.8K -6,247 -2%
GWI
11
Grace & White Inc
New York
$2.99M -$66.6K -5,150 -2%
BlackRock
12
BlackRock
New York
$2.38M -$137K -10,583 -6%
TA
13
Teton Advisors
New York
$1.6M
RC
14
RBF Capital
California
$1.54M
KCM
15
Kennedy Capital Management
Missouri
$1.53M
SC
16
Skylands Capital
Wisconsin
$1.4M -$692K -53,446 -34%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.37M +$23K +1,778 +2%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.21M +$229K +17,700 +25%
Victory Capital Management
19
Victory Capital Management
Texas
$1.19M -$17.6K -1,362 -2%
BCM
20
Bridgeway Capital Management
Texas
$834K
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$740K +$168K +12,971 +32%
State Street
22
State Street
Massachusetts
$489K -$7.76K -600 -2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$455K +$429K +33,173 New
Northern Trust
24
Northern Trust
Illinois
$362K -$3.04K -235 -0.9%
Millennium Management
25
Millennium Management
New York
$290K +$39.6K +3,062 +17%