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Sally Beauty Holdings

248 hedge funds and large institutions have $1.17B invested in Sally Beauty Holdings in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 67

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

3% more funds holding

Funds holding: 241248 (+7)

1.34% more ownership

Funds ownership: 107.5%108.85% (+1.3%)

21% less call options, than puts

Call options by funds: $844K | Put options by funds: $1.07M

22% less capital invested

Capital invested by funds: $1.5B → $1.17B (-$331M)

Holders
248
Holders Change
+7
Holders Change %
+2.9%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
104
Reduced
67
Closed
32
Calls
$844K
Puts
$1.07M
Net Calls
-$226K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$178M +$10.5M +823,680 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$130M +$3.57M +279,222 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$99.8M -$74.8M -5,847,630 -38%
State Street
4
State Street
Massachusetts
$47.7M +$2.26M +176,520 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$42.3M +$5.88M +459,972 +13%
ACH
6
ArrowMark Colorado Holdings
Colorado
$42M +$2.74M +214,108 +6%
Victory Capital Management
7
Victory Capital Management
Texas
$38.4M +$2M +156,580 +4%
LSV Asset Management
8
LSV Asset Management
Illinois
$32.6M -$4.5M -352,200 -10%
Charles Schwab
9
Charles Schwab
California
$27.2M +$760K +59,478 +2%
Fisher Asset Management
10
Fisher Asset Management
Washington
$26.2M -$2.17M -170,106 -6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$25.1M -$135K -10,569 -0.4%
PCM
12
Polaris Capital Management
Massachusetts
$25M -$56.3K -4,400 -0.2%
Morgan Stanley
13
Morgan Stanley
New York
$24.5M +$624K +48,803 +2%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$19.1M +$22.8M +1,781,325 +4,224%
JAM
15
Jupiter Asset Management
United Kingdom
$17.9M -$4.83M -377,735 -18%
Goldman Sachs
16
Goldman Sachs
New York
$15.3M +$851K +66,535 +5%
Invesco
17
Invesco
Georgia
$14.8M +$9.16M +716,613 +102%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$14.1M -$10.4M -816,968 -38%
Northern Trust
19
Northern Trust
Illinois
$14M +$1.06M +82,714 +7%
Millennium Management
20
Millennium Management
New York
$11.9M +$13.4M +1,047,199 +1,178%
CSS
21
Cubist Systematic Strategies
Connecticut
$10.6M +$4.67M +365,445 +56%
N
22
Nuveen
North Carolina
$10.5M +$2.49M +194,535 +24%
BCM
23
Bridgeway Capital Management
Texas
$10.3M +$3.53M +276,450 +39%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$9.68M +$2.97M +232,253 +33%
LN
25
Lightrock Netherlands
Netherlands
$9.41M +$11.5M +896,307 New

SBH Hedge Fund Activity: Q4 2024 in Review

248 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q4 2024, worth a combined $1.17B — down 22% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SBH positions and 32 closed out — a net gain of 8 holders — while 104 added to existing stakes and 67 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $22.8M. The largest seller was Fidelity Investments, cutting an estimated $74.8M.

  • 248 institutional investors held Sally Beauty Holdings (SBH) as of Q4 2024, up from 241 in Q3 2024.
  • Funds reported $1.17B of Sally Beauty Holdings stock for Q4 2024, down 22% quarter-over-quarter.
  • 40 funds opened new Sally Beauty Holdings positions in Q4 2024 and 32 closed out, a net change of +8 holders.
  • The largest Sally Beauty Holdings buyer in Q4 2024 was Qube Research & Technologies (QRT), an estimated $22.8M added.
  • The largest Sally Beauty Holdings seller in Q4 2024 was Fidelity Investments, an estimated $74.8M sold.

Based on aggregated 13F filings for Q4 2024.