We are live on ! Find out more
SBH icon

Sally Beauty Holdings

243 hedge funds and large institutions have $2.6B invested in Sally Beauty Holdings in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $2.13M | Put options by funds: $1.03M

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

4% more capital invested

Capital invested by funds: $2.5B → $2.6B (+$102M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 252243 (-9)

5.12% less ownership

Funds ownership: 122.39%117.26% (-5.1%)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

Holders
243
Holders Change
-9
Holders Change %
-3.57%
% of All Funds
5.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
94
Reduced
83
Closed
44
Calls
$2.13M
Puts
$1.03M
Net Calls
+$1.09M
Net Calls Change
+$728K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$261M -$395K -22,138 -0.2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$249M -$723K -40,493 -0.3%
ACM
3
Atlanta Capital Management
Georgia
$234M +$1.96M +109,524 +0.9%
ACH
4
ArrowMark Colorado Holdings
Colorado
$211M +$12.7M +708,786 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$209M +$4.04M +226,029 +2%
CIP
6
Champlain Investment Partners
Vermont
$155M +$17.4M +976,690 +13%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$116M -$8.31M -465,262 -7%
Nordea Investment Management
8
Nordea Investment Management
Sweden
$91.2M -$1.56M -87,303 -2%
State Street
9
State Street
Massachusetts
$81.6M -$459K -25,697 -0.6%
LSV Asset Management
10
LSV Asset Management
Illinois
$59.5M +$441K +24,700 +0.8%
BAM
11
Burgundy Asset Management
Ontario, Canada
$59M -$5.98M -335,031 -9%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$48.1M +$3.55M +198,787 +8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$46.9M +$316K +17,709 +0.7%
Northern Trust
14
Northern Trust
Illinois
$39.5M +$2.5M +140,184 +7%
AQR Capital Management
15
AQR Capital Management
Connecticut
$37.4M +$9.45M +529,039 +35%
AAM
16
Ardevora Asset Management
United Kingdom
$36M +$1.85M +103,300 +6%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$35.9M -$13.1M -735,555 -27%
Goldman Sachs
18
Goldman Sachs
New York
$35.3M +$21.9M +1,224,399 +177%
Norges Bank
19
Norges Bank
Norway
$32.9M +$7.77M +435,000 +32%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$30.3M -$3.22M -180,295 -10%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$29.4M +$2.92M +163,301 +11%
Bank of America
22
Bank of America
North Carolina
$23M +$5.93M +332,204 +36%
Bessemer Group
23
Bessemer Group
New Jersey
$17M +$1.73M +96,655 +12%
MC
24
Maverick Capital
Texas
$16.6M +$7.67M +429,316 +91%
Wells Fargo
25
Wells Fargo
California
$16.6M -$63.2K -3,537 -0.4%

SBH Hedge Fund Activity: Q1 2019 in Review

243 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q1 2019, worth a combined $2.6B — up 4.1% from $2.5B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of SBH and 35 opened new positions — a net loss of 9 holders — while 83 trimmed existing stakes and 94 added.

The largest buyer was Goldman Sachs, adding an estimated $21.9M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $66.9M sold.

  • 243 institutional investors held Sally Beauty Holdings (SBH) as of Q1 2019, down from 252 in Q4 2018.
  • Funds reported $2.6B of Sally Beauty Holdings stock for Q1 2019, up 4.1% quarter-over-quarter.
  • 35 funds opened new Sally Beauty Holdings positions in Q1 2019 and 44 closed out, a net change of -9 holders.
  • The largest Sally Beauty Holdings buyer in Q1 2019 was Goldman Sachs, an estimated $21.9M added.
  • The largest Sally Beauty Holdings seller in Q1 2019 was Kayne Anderson Rudnick Investment Management, an estimated $66.9M sold.

Based on aggregated 13F filings for Q1 2019.