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Ultralife

35 hedge funds and large institutions have $41.8M invested in Ultralife in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

0.39% more ownership

Funds ownership: 33.01%33.4% (+0.39%)

13% less funds holding

Funds holding: 4035 (-5)

21% less capital invested

Capital invested by funds: $53.1M → $41.8M (-$11.3M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

60% less call options, than puts

Call options by funds: $390K | Put options by funds: $985K

Holders
35
Holders Change
-5
Holders Change %
-12.5%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
12
Closed
10
Calls
$390K
Puts
$985K
Net Calls
-$595K
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$8.95M +$229K +25,169 +2%
TAM
2
THB Asset Management
Connecticut
$5.1M +$122K +13,386 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.06M +$165K +18,169 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.81M -$1.01M -111,500 -19%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$3.38M +$2.93M +322,041 +313%
Franklin Resources
6
Franklin Resources
California
$3.03M -$20.9K -2,298 -0.6%
Renaissance Technologies
7
Renaissance Technologies
New York
$2.69M +$218K +23,945 +8%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$1.84M +$304K +33,405 +17%
EIM
9
Essex Investment Management
Massachusetts
$1.53M +$252K +27,714 +17%
BlackRock
10
BlackRock
New York
$1.34M +$1.25M +136,995 +440%
TA
11
Teton Advisors
New York
$1M +$408K +44,900 +55%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$828K +$25.8K +2,835 +3%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$661K +$313K +34,409 +71%
BCM
14
Bridgeway Capital Management
Texas
$628K -$892K -98,000 -55%
Deutsche Bank
15
Deutsche Bank
Germany
$450K -$232K -25,491 -31%
AA
16
Ancora Advisors
Ohio
$423K +$173K +18,980 +55%
Millennium Management
17
Millennium Management
New York
$376K -$565K -62,156 -57%
Marshall Wace
18
Marshall Wace
United Kingdom
$278K -$169K -18,600 -35%
Northern Trust
19
Northern Trust
Illinois
$252K -$80.6K -8,856 -22%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$250K
SAM
21
Shikiar Asset Management
New York
$185K +$61.2K +6,728 +41%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$184K +$55.6K +6,108 +36%
Squarepoint
23
Squarepoint
New York
$151K +$173K +19,052 New
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$95K -$141K -15,508 -56%
State Street
25
State Street
Massachusetts
$85K +$97.2K +10,686 New

ULBI Hedge Fund Activity: Q2 2019 in Review

35 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q2 2019, worth a combined $41.8M — down 21% from $53.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ULBI and 5 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was Russell Investments Group, adding an estimated $2.93M. The largest seller was Wellington Management Group, cutting an estimated $1.01M.

  • 35 institutional investors held Ultralife (ULBI) as of Q2 2019, down from 40 in Q1 2019.
  • Funds reported $41.8M of Ultralife stock for Q2 2019, down 21% quarter-over-quarter.
  • 5 funds opened new Ultralife positions in Q2 2019 and 10 closed out, a net change of -5 holders.
  • The largest Ultralife buyer in Q2 2019 was Russell Investments Group, an estimated $2.93M added.
  • The largest Ultralife seller in Q2 2019 was Wellington Management Group, an estimated $1.01M sold.

Based on aggregated 13F filings for Q2 2019.