We are live on ! Find out more
SBH icon

Sally Beauty Holdings

211 hedge funds and large institutions have $1.9B invested in Sally Beauty Holdings in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 81 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $6.7M | Put options by funds: $3.08M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

5.05% more ownership

Funds ownership: 105.33%110.38% (+5.1%)

2% more funds holding

Funds holding: 206211 (+5)

14% less capital invested

Capital invested by funds: $2.2B → $1.9B (-$303M)

20% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 81

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
65
Reduced
81
Closed
26
Calls
$6.7M
Puts
$3.08M
Net Calls
+$3.62M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$9.65M +$1.04M +59,811 +11%
Renaissance Technologies
27
Renaissance Technologies
New York
$9.45M +$2.38M +137,400 +29%
Pacer Advisors
28
Pacer Advisors
Pennsylvania
$8.86M +$2.14M +123,636 +28%
GF
29
Gabelli Funds
New York
$8.81M +$208K +12,000 +2%
Bank of America
30
Bank of America
North Carolina
$7.51M +$1.58M +91,292 +23%
Ameriprise
31
Ameriprise
Minnesota
$7.18M -$234K -13,521 -3%
Citadel Advisors
32
Citadel Advisors
Florida
$6.82M +$7.55M +436,243 New
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$6.45M +$5.74M +331,496 +408%
Invesco
34
Invesco
Georgia
$6M -$2.26M -130,496 -25%
N
35
Nuveen
North Carolina
$5.52M -$155K -8,945 -3%
Legal & General Group
36
Legal & General Group
United Kingdom
$5.29M -$36.9K -2,134 -0.6%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$4.41M +$149K +8,600 +3%
Swiss National Bank
38
Swiss National Bank
Switzerland
$4.18M +$322K +18,600 +7%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$4.01M +$186K +10,729 +4%
FP
40
Foundry Partners
Minnesota
$3.83M -$4.67M -269,526 -52%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.21M -$429K -24,770 -11%
Wells Fargo
42
Wells Fargo
California
$2.58M -$713K -41,175 -20%
First Trust Advisors
43
First Trust Advisors
Illinois
$2.53M +$643K +37,151 +30%
JP Morgan Chase
44
JP Morgan Chase
New York
$2.47M +$219K +12,647 +9%
HSA
45
Hussman Strategic Advisors
Maryland
$2.44M
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.36M -$5.66K -327 -0.2%
State of New Jersey Common Pension Fund D
47
State of New Jersey Common Pension Fund D
New Jersey
$2.29M +$165K +9,534 +7%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$2.25M +$1.01M +58,622 +69%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$2.24M -$240K -13,836 -9%
UBS AM
50
UBS AM
Illinois
$2.17M -$41.6K -2,405 -2%

SBH Hedge Fund Activity: Q1 2022 in Review

211 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q1 2022, worth a combined $1.9B — down 14% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SBH positions and 26 closed out — a net gain of 6 holders — while 65 added to existing stakes and 81 trimmed.

The largest buyer was Polaris Capital Management, opening a new position worth an estimated $50.5M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $25.2M sold.

  • 211 institutional investors held Sally Beauty Holdings (SBH) as of Q1 2022, up from 206 in Q4 2021.
  • Funds reported $1.9B of Sally Beauty Holdings stock for Q1 2022, down 14% quarter-over-quarter.
  • 32 funds opened new Sally Beauty Holdings positions in Q1 2022 and 26 closed out, a net change of +6 holders.
  • The largest Sally Beauty Holdings buyer in Q1 2022 was Polaris Capital Management, an estimated $50.5M added.
  • The largest Sally Beauty Holdings seller in Q1 2022 was Arrowstreet Capital, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2022.