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Ultralife

33 hedge funds and large institutions have $33.9M invested in Ultralife in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

0.27% less ownership

Funds ownership: 31.76%31.48% (-0.27%)

3% less funds holding

Funds holding: 3433 (-1)

22% less capital invested

Capital invested by funds: $43.3M → $33.9M (-$9.4M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$7.16M +$77.3K +10,628 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.34M
TAM
3
THB Asset Management
Connecticut
$4.29M +$339K +46,587 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3M +$6.93K +953 +0.2%
Franklin Resources
5
Franklin Resources
California
$2.88M
Renaissance Technologies
6
Renaissance Technologies
New York
$1.8M +$57.4K +7,900 +3%
NC
7
Northpointe Capital
Michigan
$1.57M -$736K -101,221 -30%
MIM
8
Monashee Investment Management
Massachusetts
$1.51M +$1.62M +223,155 New
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$1.45M -$749K -102,996 -32%
BCM
10
Bridgeway Capital Management
Texas
$1.2M -$182K -25,000 -12%
EIM
11
Essex Investment Management
Massachusetts
$1.15M -$83.1K -11,431 -6%
AG
12
Algert Global
California
$574K -$281K -38,645 -31%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$477K
TA
14
Teton Advisors
New York
$400K +$249K +34,300 +137%
MHP
15
Manatuck Hill Partners
Connecticut
$326K -$672K -92,502 -66%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$244K
BlackRock
17
BlackRock
New York
$234K +$1.7K +234 +0.7%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$212K
Northern Trust
19
Northern Trust
Illinois
$184K -$4.36K -600 -2%
SAM
20
Shikiar Asset Management
New York
$175K
Deutsche Bank
21
Deutsche Bank
Germany
$172K -$7.07K -973 -4%
AIM
22
Alambic Investment Management
California
$141K +$152K +20,899 New
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$77K -$20.5K -2,818 -20%
Barclays
24
Barclays
United Kingdom
$77K +$50.3K +6,923 +154%
Morgan Stanley
25
Morgan Stanley
New York
$70K +$916 +126 +1%

ULBI Hedge Fund Activity: Q4 2018 in Review

33 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q4 2018, worth a combined $33.9M — down 22% from $43.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ULBI and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 10 added.

The largest buyer was Monashee Investment Management, opening a new position worth an estimated $1.62M. The largest seller was Mirae Asset Global Investments, cutting an estimated $749K.

  • 33 institutional investors held Ultralife (ULBI) as of Q4 2018, down from 34 in Q3 2018.
  • Funds reported $33.9M of Ultralife stock for Q4 2018, down 22% quarter-over-quarter.
  • 3 funds opened new Ultralife positions in Q4 2018 and 4 closed out, a net change of -1 holder.
  • The largest Ultralife buyer in Q4 2018 was Monashee Investment Management, an estimated $1.62M added.
  • The largest Ultralife seller in Q4 2018 was Mirae Asset Global Investments, an estimated $749K sold.

Based on aggregated 13F filings for Q4 2018.