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Sally Beauty Holdings

205 hedge funds and large institutions have $1.57B invested in Sally Beauty Holdings in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 68 increasing their positions, 74 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more capital invested

Capital invested by funds: $939M → $1.57B (+$627M)

63% more call options, than puts

Call options by funds: $5.83M | Put options by funds: $3.56M

6.21% more ownership

Funds ownership: 103.79%110% (+6.2%)

0% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 39

1% less funds holding

Funds holding: 207205 (-2)

8% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 74

Holders
205
Holders Change
-2
Holders Change %
-0.97%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
68
Reduced
74
Closed
39
Calls
$5.83M
Puts
$3.56M
Net Calls
+$2.26M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$232M +$8.94M +923,686 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$213M -$1.45M -149,634 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$183M +$507K +52,343 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$66.7M +$22M +2,267,299 +82%
ACH
5
ArrowMark Colorado Holdings
Colorado
$63.1M -$11.3M -1,169,873 -20%
State Street
6
State Street
Massachusetts
$60.8M -$45.2K -4,664 -0.1%
JAM
7
Jupiter Asset Management
United Kingdom
$58.3M +$3.87M +400,000 +10%
CIP
8
Champlain Investment Partners
Vermont
$52.3M -$3.6M -371,542 -9%
LSV Asset Management
9
LSV Asset Management
Illinois
$49.2M -$956K -98,716 -3%
WA
10
Wasatch Advisors
Utah
$42.4M +$30.9M +3,195,263 New
Victory Capital Management
11
Victory Capital Management
Texas
$37.2M +$26.9M +2,772,915 +8,891%
PCM
12
Polaris Capital Management
Massachusetts
$36M +$9.48M +979,271 +57%
Fisher Asset Management
13
Fisher Asset Management
Washington
$35.9M -$4.4M -454,351 -14%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$30.1M +$1.15M +118,437 +6%
Charles Schwab
15
Charles Schwab
California
$29.8M +$1.27M +131,603 +6%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$27.1M -$1.22M -125,741 -6%
Northern Trust
17
Northern Trust
Illinois
$18.3M +$338K +34,943 +3%
Principal Financial Group
18
Principal Financial Group
Iowa
$18.2M -$230K -23,737 -2%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$17.8M +$11.8M +1,221,703 +1,014%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$13.6M -$89.2K -9,210 -0.9%
Goldman Sachs
21
Goldman Sachs
New York
$13.3M -$3.98M -410,767 -29%
GI
22
GAMCO Investors
Connecticut
$11.9M +$155K +16,000 +2%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$11.8M +$8.58M +886,389 New
Invesco
24
Invesco
Georgia
$10.6M -$84.8K -8,761 -1%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$10.5M -$2.53M -261,023 -25%

SBH Hedge Fund Activity: Q4 2023 in Review

205 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q4 2023, worth a combined $1.57B — up 67% from $939M a quarter earlier.

Fund positioning in SBH was balanced in Q4 2023: 39 funds opened new positions, 39 closed out, 68 added to existing stakes and 74 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $30.9M. The largest seller was Millennium Management, cutting an estimated $27.8M.

  • 205 institutional investors held Sally Beauty Holdings (SBH) as of Q4 2023, down from 207 in Q3 2023.
  • Funds reported $1.57B of Sally Beauty Holdings stock for Q4 2023, up 67% quarter-over-quarter.
  • 39 funds opened new Sally Beauty Holdings positions in Q4 2023 and 39 closed out, a net change of 0 holders.
  • The largest Sally Beauty Holdings buyer in Q4 2023 was Wasatch Advisors, an estimated $30.9M added.
  • The largest Sally Beauty Holdings seller in Q4 2023 was Millennium Management, an estimated $27.8M sold.

Based on aggregated 13F filings for Q4 2023.