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Sally Beauty Holdings

216 hedge funds and large institutions have $1.86B invested in Sally Beauty Holdings in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $1.74M

31% more capital invested

Capital invested by funds: $1.42B → $1.86B (+$439M)

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

3% more ownership

Funds ownership: 108.06%111.06% (+3%)

0% more funds holding

Funds holding: 215216 (+1)

22% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 83

Holders
216
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
65
Reduced
83
Closed
30
Calls
$4.51M
Puts
$1.74M
Net Calls
+$2.77M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$262M -$5.43M -349,244 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$251M +$661K +42,542 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$192M +$3.03M +194,635 +2%
AllianceBernstein
4
AllianceBernstein
Tennessee
$126M -$8.44M -542,778 -6%
ACH
5
ArrowMark Colorado Holdings
Colorado
$110M -$7.43M -477,766 -6%
State Street
6
State Street
Massachusetts
$68.1M +$313K +20,108 +0.5%
CIP
7
Champlain Investment Partners
Vermont
$60.9M -$1.15M -74,030 -2%
LSV Asset Management
8
LSV Asset Management
Illinois
$60.3M -$856K -55,040 -1%
Fisher Asset Management
9
Fisher Asset Management
Washington
$51.7M -$2.65M -170,593 -5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$42.1M +$5.33M +342,667 +15%
PCM
11
Polaris Capital Management
Massachusetts
$39.8M -$263K -16,900 -0.7%
Morgan Stanley
12
Morgan Stanley
New York
$35.8M -$2.08M -133,546 -5%
JAM
13
Jupiter Asset Management
United Kingdom
$34.3M +$11.7M +750,000 +52%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$31.2M +$1.38M +88,691 +5%
Charles Schwab
15
Charles Schwab
California
$29.8M +$823K +52,971 +3%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$27.3M +$7.44M +478,506 +38%
CCM
17
Chimera Capital Management
New York
$24.8M +$24.8M +1,593,198 New
Marshall Wace
18
Marshall Wace
United Kingdom
$24.1M +$9.94M +639,579 +71%
N
19
Nuveen
North Carolina
$23.6M +$11.2M +719,396 +90%
Principal Financial Group
20
Principal Financial Group
Iowa
$23M -$205K -13,202 -0.9%
Goldman Sachs
21
Goldman Sachs
New York
$22.3M +$5.59M +359,462 +34%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$21.6M +$4.72M +303,663 +28%
Northern Trust
23
Northern Trust
Illinois
$21.4M +$348K +22,361 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$17.1M -$911K -58,621 -5%
IECM
25
Intrinsic Edge Capital Management
Illinois
$14M +$13.9M +896,614 New

SBH Hedge Fund Activity: Q1 2023 in Review

216 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q1 2023, worth a combined $1.86B — up 31% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SBH positions and 30 closed out — a net gain of 3 holders — while 65 added to existing stakes and 83 trimmed.

The largest buyer was Chimera Capital Management, opening a new position worth an estimated $24.8M. The largest seller was Millennium Management, cutting an estimated $10.9M.

  • 216 institutional investors held Sally Beauty Holdings (SBH) as of Q1 2023, up from 215 in Q4 2022.
  • Funds reported $1.86B of Sally Beauty Holdings stock for Q1 2023, up 31% quarter-over-quarter.
  • 33 funds opened new Sally Beauty Holdings positions in Q1 2023 and 30 closed out, a net change of +3 holders.
  • The largest Sally Beauty Holdings buyer in Q1 2023 was Chimera Capital Management, an estimated $24.8M added.
  • The largest Sally Beauty Holdings seller in Q1 2023 was Millennium Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2023.