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Ultralife

35 hedge funds and large institutions have $18.2M invested in Ultralife in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $15.3M → $18.2M (+$2.91M)

0% more funds holding

Funds holding: 3535 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
12
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
$6.37M -$2.26M -506,002 -32%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$4.27M +$4.93K +1,104 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.55M -$366 -82 -0%
BCM
4
Bridgeway Capital Management
Texas
$1.05M +$47.3K +10,600 +6%
TA
5
Teton Advisors
New York
$631K
LSV Asset Management
6
LSV Asset Management
Illinois
$580K -$196K -43,800 -31%
BIT
7
BlackRock Institutional Trust
California
$473K -$42.9K -9,605 -11%
PCM
8
Perritt Capital Management
Illinois
$471K -$179K -40,000 -33%
GXMC
9
Global X Management Company
New York
$364K -$7.25K -1,622 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$355K +$536 +120 +0.2%
Renaissance Technologies
11
Renaissance Technologies
New York
$352K +$52.6K +11,788 +25%
SKK
12
Shepherd Kaplan Krochuk
Massachusetts
$258K -$22.3K -5,000 -10%
BFA
13
BlackRock Fund Advisors
California
$227K -$4.56K -1,020 -3%
SAM
14
Shikiar Asset Management
New York
$214K +$72.8K +16,300 +82%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$185K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$161K +$22 +5 +0%
SCM
17
SG Capital Management
Illinois
$129K -$42K -9,400 -30%
Northern Trust
18
Northern Trust
Illinois
$122K +$5.07K +1,135 +6%
MERSOM
19
Municipal Employees' Retirement System of Michigan
Michigan
$120K +$90.8K +20,320 New
SIM
20
Spark Investment Management
New York
$99K
SC
21
Saturna Capital
Washington
$59K
Bank of America
22
Bank of America
North Carolina
$53K -$18 -4 -0%
BA
23
BlackRock Advisors
Delaware
$34K
NFA
24
Nationwide Fund Advisors
Ohio
$20K
BIM
25
BlackRock Investment Management
Delaware
$12K

ULBI Hedge Fund Activity: Q3 2015 in Review

35 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q3 2015, worth a combined $18.2M — up 19% from $15.3M a quarter earlier.

Fund positioning in ULBI was balanced in Q3 2015: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 12 trimmed.

The largest buyer was Municipal Employees' Retirement System of Michigan, opening a new position worth an estimated $90.8K. The largest seller was Wellington Management Group, cutting an estimated $2.26M.

  • 35 institutional investors held Ultralife (ULBI) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $18.2M of Ultralife stock for Q3 2015, up 19% quarter-over-quarter.
  • 4 funds opened new Ultralife positions in Q3 2015 and 4 closed out, a net change of 0 holders.
  • The largest Ultralife buyer in Q3 2015 was Municipal Employees' Retirement System of Michigan, an estimated $90.8K added.
  • The largest Ultralife seller in Q3 2015 was Wellington Management Group, an estimated $2.26M sold.

Based on aggregated 13F filings for Q3 2015.