Ultralife
ULBI
67 hedge funds and large institutions have $46.7M invested in Ultralife in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 13 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
1.37% more ownership
Funds ownership: 36.36% → 37.73% (+1.4%)
9% less funds holding
Funds holding: 74 → 67 (-7)
15% less capital invested
Capital invested by funds: $54.7M → $46.7M (-$7.95M)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$1.55M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$516K |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$244K |
| 4 |
Renaissance Technologies
New York
|
+$220K |
| 5 |
JP Morgan Chase
New York
|
+$177K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$321K |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
-$292K |
| 3 |
DC
Diametric Capital
Boston,
Massachusetts
|
-$199K |
| 4 |
B
Bailard
Foster City,
California
|
-$173K |
| 5 |
QC
Quadrature Capital
London,
United Kingdom
|
-$169K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$759 | -84 | Closed |
|
|
GRP
77
Global Retirement Partners
San Rafael,
California
| – | -$362 | -40 | Closed |
|
78
Allspring Global Investments
Charlotte,
North Carolina
| – | -$325 | -36 | Closed |
|
79
Russell Investments Group
London,
United Kingdom
| – | -$172 | -19 | Closed |
|
|
CPA
80
Capital Performance Advisors
Walnut Creek,
California
| – | -$36 | -4 | Closed |
|
ULBI Hedge Fund Activity: Q4 2024 in Review
67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q4 2024, worth a combined $46.7M — down 15% from $54.7M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of ULBI and 7 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 29 added.
The largest buyer was Visionary Wealth Advisors, adding an estimated $1.55M. The largest seller was Citadel Advisors, cutting an estimated $321K.
- 67 institutional investors held Ultralife (ULBI) as of Q4 2024, down from 74 in Q3 2024.
- Funds reported $46.7M of Ultralife stock for Q4 2024, down 15% quarter-over-quarter.
- 7 funds opened new Ultralife positions in Q4 2024 and 13 closed out, a net change of -6 holders.
- The largest Ultralife buyer in Q4 2024 was Visionary Wealth Advisors, an estimated $1.55M added.
- The largest Ultralife seller in Q4 2024 was Citadel Advisors, an estimated $321K sold.
Based on aggregated 13F filings for Q4 2024.