We are live on ! Find out more
USLM icon

United States Lime & Minerals
USLM

66 hedge funds and large institutions have $175M invested in United States Lime & Minerals in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 20 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

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

8% more funds holding

Funds holding: 61 → 66 (+5)

0.62% less ownership

Funds ownership: 128.32% → 127.7% (-0.62%)

13% less capital invested

Capital invested by funds: $202M → $175M (-$27.2M)

Holders
66
Holders Change
+5
Holders Change %
+8.2%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$1.6M
2
JP Morgan Chase
JP Morgan Chase
New York
+$869K
3
MPAM
Monarch Partners Asset Management
Massachusetts
+$831K
4
Millennium Management
Millennium Management
New York
+$544K
5
Jane Street
Jane Street
New York
+$437K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.04M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$2.29M
3
Renaissance Technologies
Renaissance Technologies
New York
-$529K
4
ETC
Exchange Traded Concepts
Oklahoma
-$518K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$186K
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$61K -$12.7K -455 -15%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$44.3K -$1.53K -55 -3%
Wells Fargo
53
Wells Fargo
California
$43K -$30.8K -1,105 -38%
Lazard Asset Management
54
Lazard Asset Management
New York
$36K – – –
Osaic Holdings
55
Osaic Holdings
Arizona
$28K -$130K -4,660 -80%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$21K +$4.45K +160 +23%
AIP
57
Ameritas Investment Partners
Nebraska
$19K – – –
Canada Life
58
Canada Life
Manitoba, Canada
$18K – – –
CPFP
59
Clear Perspectives Financial Planning
Ohio
$12K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$10K -$7.93K -285 -41%
PA
61
Parallel Advisors
California
$4K – – –
Credit Agricole
62
Credit Agricole
France
$3K – – –
CA
63
Clearstead Advisors
Ohio
$2K – – –
LPWM
64
Lake Point Wealth Management
Texas
$2K – – –
QCG
65
Quadrant Capital Group
Ohio
$1K – – –
RIM
66
Rockbridge Investment Management
New York
$1K – – –
ETC
67
Exchange Traded Concepts
Oklahoma
– -$518K -18,625 Closed
Russell Investments Group
68
Russell Investments Group
United Kingdom
– -$105K -3,800 Closed
1 2
3

USLM Hedge Fund Activity: Q3 2021 in Review

66 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q3 2021, worth a combined $175M — down 13% from $202M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new USLM positions and 2 closed out — a net gain of 6 holders — while 22 added to existing stakes and 20 trimmed.

The largest buyer was Royce & Associates, adding an estimated $1.6M. The largest seller was BlackRock, cutting an estimated $4.04M.

  • 66 institutional investors held United States Lime & Minerals (USLM) as of Q3 2021, up from 61 in Q2 2021.
  • Funds reported $175M of United States Lime & Minerals stock for Q3 2021, down 13% quarter-over-quarter.
  • 8 funds opened new United States Lime & Minerals positions in Q3 2021 and 2 closed out, a net change of +6 holders.
  • The largest United States Lime & Minerals buyer in Q3 2021 was Royce & Associates, an estimated $1.6M added.
  • The largest United States Lime & Minerals seller in Q3 2021 was BlackRock, an estimated $4.04M sold.

Based on aggregated 13F filings for Q3 2021.