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Ultralife

38 hedge funds and large institutions have $50.4M invested in Ultralife in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more ownership

Funds ownership: 30.97%32.97% (+2%)

4% more capital invested

Capital invested by funds: $48.5M → $50.4M (+$1.95M)

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$9.81M +$434K +45,330 +5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$7.89M
TAM
3
THB Asset Management
Connecticut
$5.29M +$1.48M +154,254 +39%
Franklin Resources
4
Franklin Resources
California
$4.09M
NC
5
Northpointe Capital
Michigan
$3.96M +$1.61M +168,063 +69%
GXMC
6
Global X Management Company
New York
$3.32M -$172K -17,906 -5%
Vanguard Group
7
Vanguard Group
Pennsylvania
$3.15M +$192K +20,081 +7%
Renaissance Technologies
8
Renaissance Technologies
New York
$2.37M +$180K +18,767 +8%
BCM
9
Bridgeway Capital Management
Texas
$2.27M
MHP
10
Manatuck Hill Partners
Connecticut
$1.35M +$95.8K +10,000 +8%
AG
11
Algert Global
California
$1.2M -$148K -15,425 -11%
EIM
12
Essex Investment Management
Massachusetts
$1.03M -$84.3K -8,798 -8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$670K +$63.7K +6,646 +11%
MERSOM
14
Municipal Employees' Retirement System of Michigan
Michigan
$517K
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$360K +$594 +62 +0.2%
BlackRock
16
BlackRock
New York
$317K +$27.4K +2,857 +9%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$309K -$27.6K -2,883 -8%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$301K
RWP
19
RWA Wealth Partners
Massachusetts
$278K +$278K +29,000 New
Northern Trust
20
Northern Trust
Illinois
$268K
Deutsche Bank
21
Deutsche Bank
Germany
$265K -$102K -10,593 -28%
SAM
22
Shikiar Asset Management
New York
$250K
TA
23
Teton Advisors
New York
$240K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$206K +$206K +21,490 New
JP Morgan Chase
25
JP Morgan Chase
New York
$148K +$148K +15,392 New

ULBI Hedge Fund Activity: Q2 2018 in Review

38 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q2 2018, worth a combined $50.4M — up 4% from $48.5M a quarter earlier.

Fund positioning in ULBI was balanced in Q2 2018: 5 funds opened new positions, 5 closed out, 10 added to existing stakes and 10 trimmed.

The largest buyer was Northpointe Capital, adding an estimated $1.61M. The largest seller was Global X Management Company, cutting an estimated $172K.

  • 38 institutional investors held Ultralife (ULBI) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $50.4M of Ultralife stock for Q2 2018, up 4% quarter-over-quarter.
  • 5 funds opened new Ultralife positions in Q2 2018 and 5 closed out, a net change of 0 holders.
  • The largest Ultralife buyer in Q2 2018 was Northpointe Capital, an estimated $1.61M added.
  • The largest Ultralife seller in Q2 2018 was Global X Management Company, an estimated $172K sold.

Based on aggregated 13F filings for Q2 2018.