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Ultralife

44 hedge funds and large institutions have $17M invested in Ultralife in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

6% less funds holding

Funds holding: 4744 (-3)

23% less capital invested

Capital invested by funds: $21.9M → $17M (-$4.98M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.56M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$4M +$31.3K +5,777 +0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.55M +$15.7K +2,903 +1%
EI
4
EAM Investors
California
$1.06M -$39.4K -7,281 -3%
BCM
5
Bridgeway Capital Management
Texas
$916K
Renaissance Technologies
6
Renaissance Technologies
New York
$635K +$19.5K +3,600 +3%
TA
7
Teton Advisors
New York
$539K -$10.8K -2,000 -2%
GXMC
8
Global X Management Company
New York
$419K +$21K +3,870 +5%
BIT
9
BlackRock Institutional Trust
California
$411K
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$327K +$401 +74 +0.1%
PCM
11
Perritt Capital Management
Illinois
$256K
LSV Asset Management
12
LSV Asset Management
Illinois
$244K -$74.2K -13,700 -22%
MERSOM
13
Municipal Employees' Retirement System of Michigan
Michigan
$237K
SCM
14
SG Capital Management
Illinois
$202K +$51.3K +9,476 +32%
BFA
15
BlackRock Fund Advisors
California
$164K -$14K -2,578 -7%
AG
16
Algert Global
California
$162K +$60.3K +11,125 +54%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$161K
NFA
18
Nationwide Fund Advisors
Ohio
$142K +$42.8K +7,900 +40%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$140K
SIM
20
Spark Investment Management
New York
$139K
Northern Trust
21
Northern Trust
Illinois
$136K +$8.4K +1,551 +6%
SAM
22
Shikiar Asset Management
New York
$126K
EGA
23
Eagle Global Advisors
Texas
$123K +$130K +24,065 New
GCP
24
GSA Capital Partners
United Kingdom
$114K +$8.67K +1,600 +8%
Bank of America
25
Bank of America
North Carolina
$46K

ULBI Hedge Fund Activity: Q1 2016 in Review

44 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q1 2016, worth a combined $17M — down 23% from $21.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ULBI and 2 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 12 added.

The largest buyer was Eagle Global Advisors, opening a new position worth an estimated $130K. The largest seller was Bailard, exiting entirely with an estimated $106K sold.

  • 44 institutional investors held Ultralife (ULBI) as of Q1 2016, down from 47 in Q4 2015.
  • Funds reported $17M of Ultralife stock for Q1 2016, down 23% quarter-over-quarter.
  • 2 funds opened new Ultralife positions in Q1 2016 and 5 closed out, a net change of -3 holders.
  • The largest Ultralife buyer in Q1 2016 was Eagle Global Advisors, an estimated $130K added.
  • The largest Ultralife seller in Q1 2016 was Bailard, an estimated $106K sold.

Based on aggregated 13F filings for Q1 2016.