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Ultralife

37 hedge funds and large institutions have $15.6M invested in Ultralife in 2016 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

20.71% more ownership

Funds ownership: 0%20.71% (+21%)

17% more capital invested

Capital invested by funds: $13.4M → $15.6M (+$2.25M)

10% less funds holding

Funds holding: 4137 (-4)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
37
Holders Change
-4
Holders Change %
-9.76%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
10
Reduced
8
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
$5.58M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.85M -$4.49K -1,000 -0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.62M +$69K +15,360 +5%
BCM
4
Bridgeway Capital Management
Texas
$655K
Renaissance Technologies
5
Renaissance Technologies
New York
$621K +$6.99K +1,556 +1%
BIT
6
BlackRock Institutional Trust
California
$397K
MERSOM
7
Municipal Employees' Retirement System of Michigan
Michigan
$358K +$117K +26,090 +56%
GXMC
8
Global X Management Company
New York
$347K -$510K -113,507 -62%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$324K +$1.08K +240 +0.4%
PCM
10
Perritt Capital Management
Illinois
$248K
LSV Asset Management
11
LSV Asset Management
Illinois
$195K +$139K +31,065 +373%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$155K
Northern Trust
13
Northern Trust
Illinois
$138K +$6.7K +1,492 +6%
AG
14
Algert Global
California
$135K
SIM
15
Spark Investment Management
New York
$134K +$35.9K +8,000 +42%
BFA
16
BlackRock Fund Advisors
California
$125K +$3.45K +768 +3%
TA
17
Teton Advisors
New York
$124K
SAM
18
Shikiar Asset Management
New York
$122K
Deutsche Bank
19
Deutsche Bank
Germany
$113K +$35.2K +7,838 +52%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$109K -$6.23K -1,387 -6%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$90K -$55.7K -12,400 -41%
SC
22
Saturna Capital
Washington
$50K
BA
23
BlackRock Advisors
Delaware
$22K
NFA
24
Nationwide Fund Advisors
Ohio
$17K
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$16K -$32.2K -7,163 -68%

ULBI Hedge Fund Activity: Q4 2016 in Review

37 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q4 2016, worth a combined $15.6M — up 17% from $13.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ULBI and 0 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 10 added.

The largest buyer was LSV Asset Management, adding an estimated $139K. The largest seller was Global X Management Company, cutting an estimated $510K.

  • 37 institutional investors held Ultralife (ULBI) as of Q4 2016, down from 41 in Q3 2016.
  • Funds reported $15.6M of Ultralife stock for Q4 2016, up 17% quarter-over-quarter.
  • 0 funds opened new Ultralife positions in Q4 2016 and 4 closed out, a net change of -4 holders.
  • The largest Ultralife buyer in Q4 2016 was LSV Asset Management, an estimated $139K added.
  • The largest Ultralife seller in Q4 2016 was Global X Management Company, an estimated $510K sold.

Based on aggregated 13F filings for Q4 2016.