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United States Lime & Minerals

59 hedge funds and large institutions have $175M invested in United States Lime & Minerals in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

26% more capital invested

Capital invested by funds: $139M → $175M (+$36.1M)

11% more funds holding

Funds holding: 5359 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.64% less ownership

Funds ownership: 137.06%136.42% (-0.64%)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
22
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$35.6M +$676K +32,655 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$28.4M -$469K -22,650 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$24.4M -$456K -22,000 -2%
BlackRock
4
BlackRock
New York
$20.7M +$376K +18,140 +2%
MA
5
Minerva Advisors
Pennsylvania
$12.5M -$2.26M -109,135 -17%
RA
6
Royce & Associates
New York
$11.5M +$1.7M +82,000 +19%
Vanguard Group
7
Vanguard Group
Pennsylvania
$10M +$78.4K +3,785 +0.9%
State Street
8
State Street
Massachusetts
$4.87M -$152K -7,320 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.66M +$76.6K +3,700 +2%
Northern Trust
10
Northern Trust
Illinois
$3.31M -$143K -6,905 -5%
NSIM
11
North Star Investment Management
Illinois
$2.72M +$18.1K +875 +0.7%
CCMINC
12
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.91M +$28.3K +1,365 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.8M +$325K +15,675 +25%
Charles Schwab
14
Charles Schwab
California
$1.56M +$17.2K +830 +1%
HIMC
15
Heritage Investors Management Corp
Maryland
$1.23M -$20.7K -1,000 -2%
Franklin Resources
16
Franklin Resources
California
$1.03M
DGHMC
17
Dalton, Greiner, Hartman, Maher & Co
New York
$994K -$2.53M -122,285 -74%
N
18
Nuveen
North Carolina
$954K +$124K +5,995 +17%
MPAM
19
Monarch Partners Asset Management
Massachusetts
$876K +$795K +38,415 New
Wells Fargo
20
Wells Fargo
California
$624K +$4.25K +205 +0.8%
Swiss National Bank
21
Swiss National Bank
Switzerland
$581K
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$521K -$10.4K -500 -2%
JP Morgan Chase
23
JP Morgan Chase
New York
$488K +$366K +17,655 +472%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$396K +$40.2K +1,940 +13%
SO
25
STRS Ohio
Ohio
$376K

USLM Hedge Fund Activity: Q4 2020 in Review

59 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q4 2020, worth a combined $175M — up 26% from $139M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new USLM positions and 3 closed out — a net gain of 6 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Royce & Associates, adding an estimated $1.7M. The largest seller was Dalton, Greiner, Hartman, Maher & Co, cutting an estimated $2.53M.

  • 59 institutional investors held United States Lime & Minerals (USLM) as of Q4 2020, up from 53 in Q3 2020.
  • Funds reported $175M of United States Lime & Minerals stock for Q4 2020, up 26% quarter-over-quarter.
  • 9 funds opened new United States Lime & Minerals positions in Q4 2020 and 3 closed out, a net change of +6 holders.
  • The largest United States Lime & Minerals buyer in Q4 2020 was Royce & Associates, an estimated $1.7M added.
  • The largest United States Lime & Minerals seller in Q4 2020 was Dalton, Greiner, Hartman, Maher & Co, an estimated $2.53M sold.

Based on aggregated 13F filings for Q4 2020.