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Ultralife

35 hedge funds and large institutions have $45.3M invested in Ultralife in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $41.8M → $45.3M (+$3.48M)

0% more funds holding

Funds holding: 3535 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.22% less ownership

Funds ownership: 33.4%33.18% (-0.22%)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

41% less call options, than puts

Call options by funds: $110K | Put options by funds: $187K

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
14
Closed
3
Calls
$110K
Puts
$187K
Net Calls
-$77K
Net Calls Change
+$518K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$9.73M -$20K -2,337 -0.2%
Russell Investments Group
2
Russell Investments Group
United Kingdom
$5.8M +$2.1M +244,879 +58%
TAM
3
THB Asset Management
Connecticut
$5.19M -$353K -41,255 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.42M
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.15M
Franklin Resources
6
Franklin Resources
California
$3.3M
Renaissance Technologies
7
Renaissance Technologies
New York
$2.67M -$254K -29,728 -9%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$1.9M -$99.7K -11,646 -5%
EIM
9
Essex Investment Management
Massachusetts
$1.5M -$170K -19,827 -10%
BlackRock
10
BlackRock
New York
$1.45M -$9.17K -1,072 -0.6%
TA
11
Teton Advisors
New York
$1.23M +$137K +16,000 +13%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$902K
BCM
13
Bridgeway Capital Management
Texas
$724K +$39.4K +4,600 +6%
AA
14
Ancora Advisors
Ohio
$522K +$59.6K +6,960 +13%
Millennium Management
15
Millennium Management
New York
$323K -$84.4K -9,866 -21%
Northern Trust
16
Northern Trust
Illinois
$293K +$17.5K +2,050 +6%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$272K
SAM
18
Shikiar Asset Management
New York
$155K -$45.4K -5,300 -23%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$149K -$51.3K -5,995 -26%
Wells Fargo
20
Wells Fargo
California
$132K +$73.1K +8,547 +126%
Deutsche Bank
21
Deutsche Bank
Germany
$129K -$358K -41,856 -74%
Squarepoint
22
Squarepoint
New York
$103K -$60.8K -7,102 -37%
State Street
23
State Street
Massachusetts
$94K +$1.75K +205 +2%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$65K
Victory Capital Management
25
Victory Capital Management
Texas
$23K +$22.8K +2,664 New

ULBI Hedge Fund Activity: Q3 2019 in Review

35 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q3 2019, worth a combined $45.3M — up 8.3% from $41.8M a quarter earlier.

Fund positioning in ULBI was balanced in Q3 2019: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 14 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $2.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $712K sold.

  • 35 institutional investors held Ultralife (ULBI) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $45.3M of Ultralife stock for Q3 2019, up 8.3% quarter-over-quarter.
  • 3 funds opened new Ultralife positions in Q3 2019 and 3 closed out, a net change of 0 holders.
  • The largest Ultralife buyer in Q3 2019 was Russell Investments Group, an estimated $2.1M added.
  • The largest Ultralife seller in Q3 2019 was Susquehanna International Group, an estimated $712K sold.

Based on aggregated 13F filings for Q3 2019.