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United States Lime & Minerals
USLM

65 hedge funds and large institutions have $186M invested in United States Lime & Minerals in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

6% more capital invested

Capital invested by funds: $175M → $186M (+$11M)

0.48% less ownership

Funds ownership: 127.7% → 127.22% (-0.48%)

2% less funds holding

Funds holding: 66 → 65 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
22
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.34M
2
RA
Royce & Associates
New York
+$1.29M
3
MPAM
Monarch Partners Asset Management
Massachusetts
+$209K
4
Barclays
Barclays
United Kingdom
+$208K
5
State Street
State Street
Massachusetts
+$188K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$633K
2
JP Morgan Chase
JP Morgan Chase
New York
-$534K
3
Renaissance Technologies
Renaissance Technologies
New York
-$450K
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$443K
5
EA
Ellsworth Advisors
Ohio
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$29K -$626 -25 -2%
AIP
52
Ameritas Investment Partners
Nebraska
$20K – – –
Canada Life
53
Canada Life
Manitoba, Canada
$19K – – –
TRCT
54
Tower Research Capital (TRC)
New York
$14K +$3.5K +140 +34%
CPFP
55
Clear Perspectives Financial Planning
Ohio
$13K – – –
Credit Agricole
56
Credit Agricole
France
$4K – – –
PA
57
Parallel Advisors
California
$4K – – –
CSB
58
City State Bank
Iowa
$3K +$3.13K +125 New
CA
59
Clearstead Advisors
Ohio
$2K – – –
LPWM
60
Lake Point Wealth Management
Texas
$2K – – –
RIM
61
Rockbridge Investment Management
New York
$1K -$626 -25 -56%
QCG
62
Quadrant Capital Group
Ohio
$1K – – –
C
63
Covestor
United Kingdom
$1K +$876 +35 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.25K +50 New
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
– -$443K -18,335 Closed
EA
66
Ellsworth Advisors
Ohio
– -$404K -16,715 Closed
Jane Street
67
Jane Street
New York
– -$379K -15,690 Closed
HF
68
HRT Financial
New York
– -$244K -10,120 Closed
SG Americas Securities
69
SG Americas Securities
New York
– -$157K -6,485 Closed
OSAM
70
O'Shaughnessy Asset Management
Connecticut
– -$61K -2,520 Closed
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
– +$250 +10 New
1 2
3

USLM Hedge Fund Activity: Q4 2021 in Review

65 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q4 2021, worth a combined $186M — up 6.3% from $175M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of USLM and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 22 added.

The largest buyer was Vanguard Group, adding an estimated $1.34M. The largest seller was BlackRock, cutting an estimated $633K.

  • 65 institutional investors held United States Lime & Minerals (USLM) as of Q4 2021, down from 66 in Q3 2021.
  • Funds reported $186M of United States Lime & Minerals stock for Q4 2021, up 6.3% quarter-over-quarter.
  • 5 funds opened new United States Lime & Minerals positions in Q4 2021 and 6 closed out, a net change of -1 holder.
  • The largest United States Lime & Minerals buyer in Q4 2021 was Vanguard Group, an estimated $1.34M added.
  • The largest United States Lime & Minerals seller in Q4 2021 was BlackRock, an estimated $633K sold.

Based on aggregated 13F filings for Q4 2021.