We are live on ! Find out more
USLM icon

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
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$40.8M – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$30.6M -$114K -4,575 -0.4%
Renaissance Technologies
3
Renaissance Technologies
New York
$25.5M -$450K -18,000 -2%
BlackRock
4
BlackRock
New York
$21.4M -$633K -25,300 -3%
RA
5
Royce & Associates
New York
$15.8M +$1.29M +51,500 +9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$11.3M +$1.34M +53,385 +14%
State Street
7
State Street
Massachusetts
$5.13M +$188K +7,525 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.1M +$44.7K +1,785 +0.9%
MA
9
Minerva Advisors
Pennsylvania
$5.03M – – –
NSIM
10
North Star Investment Management
Illinois
$3.06M – – –
Northern Trust
11
Northern Trust
Illinois
$2.92M -$116K -4,635 -4%
MPAM
12
Monarch Partners Asset Management
Massachusetts
$2.55M +$209K +8,350 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.92M -$239K -9,565 -11%
Charles Schwab
14
Charles Schwab
California
$1.87M +$17.5K +700 +1%
CCMINC
15
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.42M +$12.3K +490 +0.9%
HIMC
16
Heritage Investors Management Corp
Maryland
$1.39M – – –
Diamond Hill Capital Management
17
Diamond Hill Capital Management
Ohio
$895K – – –
N
18
Nuveen
North Carolina
$857K -$91.5K -3,655 -9%
Swiss National Bank
19
Swiss National Bank
Switzerland
$645K – – –
Millennium Management
20
Millennium Management
New York
$476K -$27.8K -1,110 -6%
SO
21
STRS Ohio
Ohio
$464K – – –
IA
22
IndexIQ Advisors
New York
$407K -$25.5K -1,020 -6%
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$391K +$11.1K +445 +3%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$390K -$4.63K -185 -1%
Legal & General Group
25
Legal & General Group
United Kingdom
$370K -$12K -480 -3%
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.