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Ultralife

40 hedge funds and large institutions have $53.1M invested in Ultralife in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

57% more capital invested

Capital invested by funds: $33.9M → $53.1M (+$19.2M)

21% more funds holding

Funds holding: 3340 (+7)

1.53% more ownership

Funds ownership: 31.48%33.01% (+1.5%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

55% less call options, than puts

Call options by funds: $443K | Put options by funds: $976K

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
10
Reduced
10
Closed
8
Calls
$443K
Puts
$976K
Net Calls
-$533K
Net Calls Change
-$533K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$11.3M +$357K +39,808 +4%
TAM
2
THB Asset Management
Connecticut
$6.45M -$68.8K -7,664 -1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$6.07M -$462K -51,500 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.06M +$433K +48,223 +11%
Franklin Resources
5
Franklin Resources
California
$3.94M -$389K -43,400 -10%
Renaissance Technologies
6
Renaissance Technologies
New York
$3.23M +$431K +48,055 +18%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$2.03M -$150K -16,752 -8%
BCM
8
Bridgeway Capital Management
Texas
$1.82M
EIM
9
Essex Investment Management
Massachusetts
$1.69M -$50.8K -5,660 -3%
Millennium Management
10
Millennium Management
New York
$1.12M +$982K +109,414 New
Russell Investments Group
11
Russell Investments Group
United Kingdom
$1.06M +$923K +102,831 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.04M +$275K +30,619 +43%
Barclays
13
Barclays
United Kingdom
$852K +$642K +71,545 +626%
Deutsche Bank
14
Deutsche Bank
Germany
$844K +$508K +56,634 +221%
TA
15
Teton Advisors
New York
$835K +$197K +22,000 +37%
EI
16
EAM Investors
California
$747K +$652K +72,702 New
Goldman Sachs
17
Goldman Sachs
New York
$553K +$483K +53,870 New
Marshall Wace
18
Marshall Wace
United Kingdom
$550K +$481K +53,559 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$501K +$438K +48,770 New
Northern Trust
20
Northern Trust
Illinois
$417K +$120K +13,362 +49%
AA
21
Ancora Advisors
Ohio
$352K +$308K +34,285 New
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$322K
BlackRock
23
BlackRock
New York
$320K -$31.1K -3,471 -10%
TEE
24
Tibra Equities Europe
United Kingdom
$317K +$277K +30,888 New
ECM
25
ExodusPoint Capital Management
New York
$293K +$256K +28,564 New

ULBI Hedge Fund Activity: Q1 2019 in Review

40 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q1 2019, worth a combined $53.1M — up 57% from $33.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ULBI positions and 8 closed out — a net gain of 7 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $982K. The largest seller was Northpointe Capital, exiting entirely with an estimated $1.57M sold.

  • 40 institutional investors held Ultralife (ULBI) as of Q1 2019, up from 33 in Q4 2018.
  • Funds reported $53.1M of Ultralife stock for Q1 2019, up 57% quarter-over-quarter.
  • 15 funds opened new Ultralife positions in Q1 2019 and 8 closed out, a net change of +7 holders.
  • The largest Ultralife buyer in Q1 2019 was Millennium Management, an estimated $982K added.
  • The largest Ultralife seller in Q1 2019 was Northpointe Capital, an estimated $1.57M sold.

Based on aggregated 13F filings for Q1 2019.