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Ultralife

38 hedge funds and large institutions have $48.5M invested in Ultralife in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

73% more capital invested

Capital invested by funds: $28M → $48.5M (+$20.4M)

12% more funds holding

Funds holding: 3438 (+4)

3.58% more ownership

Funds ownership: 27.4%30.97% (+3.6%)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$9.76M +$167K +21,531 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$8.22M +$449K +58,027 +8%
Franklin Resources
3
Franklin Resources
California
$4.27M
TAM
4
THB Asset Management
Connecticut
$3.97M +$3.07M +396,767 New
GXMC
5
Global X Management Company
New York
$3.64M +$186K +23,982 +7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$3.08M +$154K +19,867 +7%
NC
7
Northpointe Capital
Michigan
$2.44M +$1.89M +244,070 New
BCM
8
Bridgeway Capital Management
Texas
$2.37M
Renaissance Technologies
9
Renaissance Technologies
New York
$2.29M -$146K -18,901 -8%
AG
10
Algert Global
California
$1.4M +$45.5K +5,885 +4%
MHP
11
Manatuck Hill Partners
Connecticut
$1.31M +$427K +55,201 +73%
EIM
12
Essex Investment Management
Massachusetts
$1.16M -$68.4K -8,840 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$631K
MERSOM
14
Municipal Employees' Retirement System of Michigan
Michigan
$538K
Deutsche Bank
15
Deutsche Bank
Germany
$381K -$230K -29,715 -44%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$375K -$135K -17,431 -32%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$351K -$55.4K -7,167 -17%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$314K
BlackRock
19
BlackRock
New York
$302K -$681K -88,003 -74%
Northern Trust
20
Northern Trust
Illinois
$279K -$1.32K -171 -0.6%
SAM
21
Shikiar Asset Management
New York
$260K -$11.6K -1,500 -5%
TA
22
Teton Advisors
New York
$250K
SIM
23
Spark Investment Management
New York
$157K -$289K -37,300 -70%
AIM
24
Alambic Investment Management
California
$131K -$25.5K -3,300 -20%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$116K -$13.4K -1,726 -13%

ULBI Hedge Fund Activity: Q1 2018 in Review

38 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q1 2018, worth a combined $48.5M — up 73% from $28M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ULBI positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 13 trimmed.

The largest buyer was THB Asset Management, opening a new position worth an estimated $3.07M. The largest seller was BlackRock, cutting an estimated $681K.

  • 38 institutional investors held Ultralife (ULBI) as of Q1 2018, up from 34 in Q4 2017.
  • Funds reported $48.5M of Ultralife stock for Q1 2018, up 73% quarter-over-quarter.
  • 8 funds opened new Ultralife positions in Q1 2018 and 3 closed out, a net change of +5 holders.
  • The largest Ultralife buyer in Q1 2018 was THB Asset Management, an estimated $3.07M added.
  • The largest Ultralife seller in Q1 2018 was BlackRock, an estimated $681K sold.

Based on aggregated 13F filings for Q1 2018.