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Sally Beauty Holdings

241 hedge funds and large institutions have $1.5B invested in Sally Beauty Holdings in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 92 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $1.23B → $1.5B (+$270M)

4% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $2.07M

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding

Funds holding: 240241 (+1)

2.91% less ownership

Funds ownership: 110.41%107.5% (-2.9%)

20% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 92

Holders
241
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
74
Reduced
92
Closed
36
Calls
$2.15M
Puts
$2.07M
Net Calls
+$79K
Net Calls Change
-$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$219M -$1.51M -126,888 -0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$209M +$4.61M +387,736 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$165M -$1.53M -129,132 -1%
State Street
4
State Street
Massachusetts
$59.5M -$907K -76,317 -2%
ACH
5
ArrowMark Colorado Holdings
Colorado
$51.7M -$7.39M -621,907 -14%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$48.7M +$3.59M +302,086 +9%
Victory Capital Management
7
Victory Capital Management
Texas
$47.7M +$119K +10,016 +0.3%
LSV Asset Management
8
LSV Asset Management
Illinois
$47.1M -$1.38M -116,300 -3%
Fisher Asset Management
9
Fisher Asset Management
Washington
$36.3M -$70.1K -5,903 -0.2%
Charles Schwab
10
Charles Schwab
California
$34.6M +$959K +80,712 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$32.8M +$511K +43,016 +2%
PCM
12
Polaris Capital Management
Massachusetts
$32.5M +$280K +23,600 +1%
Morgan Stanley
13
Morgan Stanley
New York
$31.2M +$4.75M +399,679 +21%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$29.4M +$6.58M +554,087 +34%
JAM
15
Jupiter Asset Management
United Kingdom
$28.4M -$1.43M -120,000 -5%
WA
16
Wasatch Advisors
Utah
$28.1M -$13.3M -1,115,874 -35%
Goldman Sachs
17
Goldman Sachs
New York
$18.9M -$2.35M -197,649 -12%
Northern Trust
18
Northern Trust
Illinois
$17M -$32.5K -2,734 -0.2%
GI
19
GAMCO Investors
Connecticut
$11.8M -$128K -10,800 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$11.7M -$1.44M -121,470 -12%
SCM
21
SG Capital Management
Illinois
$11.4M +$10M +843,395 New
Marshall Wace
22
Marshall Wace
United Kingdom
$11.4M -$3.05M -256,894 -23%
N
23
Nuveen
North Carolina
$11M +$6.42M +540,339 +203%
BCM
24
Bridgeway Capital Management
Texas
$9.63M +$795K +66,884 +10%
Invesco
25
Invesco
Georgia
$9.52M -$1.19M -99,742 -12%

SBH Hedge Fund Activity: Q3 2024 in Review

241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q3 2024, worth a combined $1.5B — up 22% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SBH positions and 36 closed out — a net gain of 1 holder — while 74 added to existing stakes and 92 trimmed.

The largest buyer was SG Capital Management, opening a new position worth an estimated $10M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $41.5M sold.

  • 241 institutional investors held Sally Beauty Holdings (SBH) as of Q3 2024, up from 240 in Q2 2024.
  • Funds reported $1.5B of Sally Beauty Holdings stock for Q3 2024, up 22% quarter-over-quarter.
  • 37 funds opened new Sally Beauty Holdings positions in Q3 2024 and 36 closed out, a net change of +1 holder.
  • The largest Sally Beauty Holdings buyer in Q3 2024 was SG Capital Management, an estimated $10M added.
  • The largest Sally Beauty Holdings seller in Q3 2024 was Champlain Investment Partners, an estimated $41.5M sold.

Based on aggregated 13F filings for Q3 2024.