We are live on ! Find out more
SBH icon

Sally Beauty Holdings

188 hedge funds and large institutions have $1.67B invested in Sally Beauty Holdings in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

47% more capital invested

Capital invested by funds: $1.14B → $1.67B (+$533M)

2% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $1.04M

7% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 67

3.03% less ownership

Funds ownership: 116.38%113.35% (-3%)

8% less funds holding

Funds holding: 204188 (-16)

31% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 52

Holders
188
Holders Change
-16
Holders Change %
-7.84%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
36
Increased
62
Reduced
67
Closed
52
Calls
$1.03M
Puts
$1.04M
Net Calls
-$16K
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
1
ArrowMark Colorado Holdings
Colorado
$270M +$9.46M +885,867 +4%
BlackRock
2
BlackRock
New York
$232M +$55.9M +5,238,927 +42%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$221M -$53.3K -4,994 -0%
Vanguard Group
4
Vanguard Group
Pennsylvania
$146M +$13.4M +1,251,730 +13%
LSV Asset Management
5
LSV Asset Management
Illinois
$68M -$1.08M -101,245 -2%
CIP
6
Champlain Investment Partners
Vermont
$64.9M +$1.62M +151,730 +3%
Millennium Management
7
Millennium Management
New York
$60.8M +$41.9M +3,919,723 +526%
State Street
8
State Street
Massachusetts
$55.5M +$4.7M +440,293 +12%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$38.2M -$288K -26,928 -0.9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$33.6M +$152K +14,192 +0.6%
Principal Financial Group
11
Principal Financial Group
Iowa
$28.7M +$18.8M +1,756,538 +396%
Fisher Asset Management
12
Fisher Asset Management
Washington
$28.3M -$497K -46,571 -2%
ACM
13
Atlanta Capital Management
Georgia
$23.1M -$105M -9,798,173 -85%
Norges Bank
14
Norges Bank
Norway
$22.6M -$242K -22,695 -1%
Northern Trust
15
Northern Trust
Illinois
$22.2M -$3.11M -291,021 -15%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$21.4M +$376K +35,173 +2%
Charles Schwab
17
Charles Schwab
California
$21.4M +$669K +62,604 +4%
AQR Capital Management
18
AQR Capital Management
Connecticut
$18.8M -$30.4M -2,845,521 -66%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$17.7M -$243K -22,717 -2%
PCM
20
Prentice Capital Management
Connecticut
$16.5M -$177K -16,615 -1%
Boston Partners
21
Boston Partners
Massachusetts
$15.9M +$13M +1,217,848 New
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$10.5M +$187K +17,537 +2%
GI
23
GAMCO Investors
Connecticut
$8.74M +$7.16M +670,300 New
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$8.67M -$17.1M -1,597,603 -71%
LOAMU
25
Lombard Odier Asset Management (USA)
New York
$8.59M +$7.03M +658,408 New

SBH Hedge Fund Activity: Q4 2020 in Review

188 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q4 2020, worth a combined $1.67B — up 47% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of SBH and 36 opened new positions — a net loss of 16 holders — while 67 trimmed existing stakes and 62 added.

The largest buyer was BlackRock, adding an estimated $55.9M. The largest seller was Atlanta Capital Management, cutting an estimated $105M.

  • 188 institutional investors held Sally Beauty Holdings (SBH) as of Q4 2020, down from 204 in Q3 2020.
  • Funds reported $1.67B of Sally Beauty Holdings stock for Q4 2020, up 47% quarter-over-quarter.
  • 36 funds opened new Sally Beauty Holdings positions in Q4 2020 and 52 closed out, a net change of -16 holders.
  • The largest Sally Beauty Holdings buyer in Q4 2020 was BlackRock, an estimated $55.9M added.
  • The largest Sally Beauty Holdings seller in Q4 2020 was Atlanta Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2020.