Seidman Lawrence B 13F annual report
Seidman Lawrence B is an investment fund managing more than $79.8 million ran by Lawrence Seidman. There are currently 25 companies in Mr. Seidman’s portfolio. The largest investments include Bankwell Finl Group Inc and Malvern Bancorp Inc, together worth $24.2 million.
$79.8 million Assets Under Management (AUM)
As of 1st February 2021, Seidman Lawrence B’s top holding is 700,773 shares of Bankwell Finl Group Inc currently worth over $13.7 million and making up 17.2% of the portfolio value.
In addition, the fund holds 675,298 shares of Malvern Bancorp Inc worth $10.5 million, whose value fell approximately 0.1% in the past six months.
The third-largest holding is Prudential Bancorp Inc worth $9.41 million and the next is Columbia Finl Inc worth $5.94 million, with 381,850 shares owned.
Currently, Seidman Lawrence B's portfolio is worth at least $79.8 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Seidman Lawrence B
The Seidman Lawrence B office and employees reside in Parsippany, New Jersey. According to the last 13-F report filed with the SEC, Lawrence Seidman serves as the Self at Seidman Lawrence B.
Recent trades
In the most recent 13F filing, Seidman Lawrence B revealed that it had opened a new position in
Kearny Finl Corp Md and bought 551,646 shares worth $5.83 million.
On the other hand, there are companies that Seidman Lawrence B is getting rid of from its portfolio.
Seidman Lawrence B closed its position in Msb Finl Corp New on 8th February 2021.
It sold the previously owned 578,220 shares for $6.53 million.
Lawrence Seidman also disclosed a decreased stake in Malvern Bancorp Inc by approximately 0.1%.
This leaves the value of the investment at $10.5 million and 675,298 shares.
One of the smallest hedge funds
The two most similar investment funds to Seidman Lawrence B are Indie Asset Partners and Jne Partners LL.P.. They manage $79.8 million and $79.6 million respectively.
Lawrence Seidman investment strategy
Seidman Lawrence B’s portfolio is diversified across 2 sectors.
Currently, their heaviest sector is Finance — making up 54.2% of
the total portfolio value.
The fund focuses on investments in the United States as
56.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are small-cap stocks.
Stocks with a size of more than $100 million in market cap make up
12% of the total holdings value.
On the other hand, large-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $757 million.
The complete list of Seidman Lawrence B trades based on 13F SEC filings
These positions were updated on February 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Bankwell Finl Group Inc |
No change
700,773
|
$13,700,000 | 17.18% |
| Malvern Bancorp Inc |
4.32%
675,298
|
$10,467,000 | 13.12% |
| Prudential Bancorp Inc |
13.58%
679,666
|
$9,413,000 | 11.80% |
| Msb Finl Corp New |
Closed
578,220
|
$6,534,000 | |
| Columbia Finl Inc |
17.41%
381,850
|
$5,942,000 | 7.45% |
| Kearny Finl Corp Md |
Opened
551,646
|
$5,825,000 | 7.30% |
| Banc of California Inc |
18.28%
238,226
|
$3,504,000 | 4.39% |
| HV Bancorp Inc |
13.26%
193,562
|
$3,323,000 | 4.17% |
| Richmond Mut Bancorporation |
2.00%
236,515
|
$3,231,000 | 4.05% |
| Sterling Bancorp. |
14.39%
167,303
|
$3,008,000 | 3.77% |
| HarborOne Bancorp Inc. |
14.43%
269,114
|
$2,923,000 | 3.66% |
| Carter Bk & Tr Martinsville |
7.21%
242,123
|
$2,596,000 | 3.25% |
| Peapack-gladstone Finl Corp |
16.49%
94,659
|
$2,154,000 | 2.70% |
| ConnectOne Bancorp Inc. |
13.57%
108,646
|
$2,150,000 | 2.70% |
| Pioneer Bancorp, Inc. |
13.94%
200,824
|
$2,123,000 | 2.66% |
| Mid-Southern Bancorp, Inc. |
13.09%
138,518
|
$1,996,000 | 2.50% |
| Provident Bancorp Inc |
13.63%
164,830
|
$1,978,000 | 2.48% |
| Bancorp 34 Inc |
Closed
99,192
|
$1,121,000 | |
| Investors Bancorp Inc |
13.91%
100,875
|
$1,065,000 | 1.34% |
| Flushing Finl Corp |
Opened
61,283
|
$1,020,000 | 1.28% |
| Waterstone Finl Inc Md |
14.35%
40,689
|
$766,000 | 0.96% |
| Select Bancorp Inc |
14.29%
62,501
|
$592,000 | 0.74% |
| Northeast Bk Lewiston Me |
46.18%
25,745
|
$580,000 | 0.73% |
| Evans Bancorp Inc |
13.54%
19,496
|
$537,000 | 0.67% |
| First Utd Corp |
14.02%
33,049
|
$512,000 | 0.64% |
| Civista Bancshares Inc |
14.32%
10,641
|
$187,000 | 0.23% |
| CBM Bancorp, Inc. |
17.49%
12,469
|
$166,000 | 0.21% |
| No transactions found | |||
| Showing first 500 out of 27 holdings | |||
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