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Ultralife

34 hedge funds and large institutions have $15.5M invested in Ultralife in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

6% less capital invested

Capital invested by funds: $16.5M → $15.5M (-$1.01M)

8% less funds holding

Funds holding: 3734 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$5.43M
TAM
2
THB Asset Management
Connecticut
$3.99M -$175K -56,891 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.27M -$27.1K -8,807 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$799K -$21.1K -6,880 -3%
LSV Asset Management
5
LSV Asset Management
Illinois
$445K
PCM
6
Perritt Capital Management
Illinois
$386K
BIT
7
BlackRock Institutional Trust
California
$351K
TA
8
Teton Advisors
New York
$342K
BCM
9
Bridgeway Capital Management
Texas
$250K +$192K +62,400 +357%
GXMC
10
Global X Management Company
New York
$194K +$21.1K +6,878 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$187K +$553 +180 +0.3%
BFA
12
BlackRock Fund Advisors
California
$137K +$9.62K +3,132 +8%
Renaissance Technologies
13
Renaissance Technologies
New York
$99K +$17.8K +5,800 +22%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$97K
SAM
15
Shikiar Asset Management
New York
$96K -$21.2K -6,900 -18%
Northern Trust
16
Northern Trust
Illinois
$84K -$3.02K -983 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$83K +$6 +2 +0%
SKK
18
Shepherd Kaplan Krochuk
Massachusetts
$83K +$25.2K +8,208 +45%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$75K -$75.6K -24,624 -51%
SC
20
Saturna Capital
Washington
$31K
Bank of America
21
Bank of America
North Carolina
$28K
BA
22
BlackRock Advisors
Delaware
$12K
NFA
23
Nationwide Fund Advisors
Ohio
$11K
UBS Group
24
UBS Group
Switzerland
$7K +$6.35K +2,068 New
BIM
25
BlackRock Investment Management
Delaware
$6K

ULBI Hedge Fund Activity: Q4 2014 in Review

34 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q4 2014, worth a combined $15.5M — down 6.1% from $16.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ULBI and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was Bridgeway Capital Management, adding an estimated $192K. The largest seller was Municipal Employees' Retirement System of Michigan, exiting entirely with an estimated $240K sold.

  • 34 institutional investors held Ultralife (ULBI) as of Q4 2014, down from 37 in Q3 2014.
  • Funds reported $15.5M of Ultralife stock for Q4 2014, down 6.1% quarter-over-quarter.
  • 2 funds opened new Ultralife positions in Q4 2014 and 4 closed out, a net change of -2 holders.
  • The largest Ultralife buyer in Q4 2014 was Bridgeway Capital Management, an estimated $192K added.
  • The largest Ultralife seller in Q4 2014 was Municipal Employees' Retirement System of Michigan, an estimated $240K sold.

Based on aggregated 13F filings for Q4 2014.