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Ultralife

46 hedge funds and large institutions have $40.2M invested in Ultralife in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

39% more capital invested

Capital invested by funds: $29M → $40.2M (+$11.2M)

31% more funds holding

Funds holding: 3546 (+11)

1.06% more ownership

Funds ownership: 35.15%36.2% (+1.1%)

Holders
46
Holders Change
+11
Holders Change %
+31.43%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
15
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$7.89M -$11.5K -1,579 -0.1%
VWA
2
Visionary Wealth Advisors
Illinois
$6M +$86.4K +11,824 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.23M +$93.3K +12,759 +2%
Russell Investments Group
4
Russell Investments Group
United Kingdom
$4.11M +$579K +79,198 +16%
BlackRock
5
BlackRock
New York
$3.24M +$2.15M +294,092 +176%
TAM
6
THB Asset Management
Connecticut
$2.77M -$660K -90,231 -19%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.84M +$207K +28,300 +12%
Franklin Resources
8
Franklin Resources
California
$1.61M -$863K -118,000 -33%
TA
9
Teton Advisors
New York
$1.3M +$21.9K +3,000 +2%
EIM
10
Essex Investment Management
Massachusetts
$1.2M -$6.11K -836 -0.5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.16M +$441K +60,322 +58%
Millennium Management
12
Millennium Management
New York
$659K +$526K +71,935 +325%
BCM
13
Bridgeway Capital Management
Texas
$640K
State Street
14
State Street
Massachusetts
$640K +$667K +91,298 New
AA
15
Ancora Advisors
Ohio
$556K +$182K +24,931 +46%
Northern Trust
16
Northern Trust
Illinois
$377K +$146K +19,993 +59%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$261K -$1.65M -225,401 -86%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$223K +$233K +31,833 New
Charles Schwab
19
Charles Schwab
California
$169K +$175K +23,999 New
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$142K
Wells Fargo
21
Wells Fargo
California
$124K +$12K +1,638 +10%
Goldman Sachs
22
Goldman Sachs
New York
$108K +$113K +15,469 New
TRCT
23
Tower Research Capital (TRC)
New York
$105K +$105K +14,421 +2,789%
N
24
Nuveen
North Carolina
$102K +$106K +14,536 New
Bank of America
25
Bank of America
North Carolina
$98K +$43.8K +5,996 +74%

ULBI Hedge Fund Activity: Q2 2020 in Review

46 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q2 2020, worth a combined $40.2M — up 39% from $29M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ULBI positions and 8 closed out — a net gain of 11 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was BlackRock, adding an estimated $2.15M. The largest seller was Wellington Management Group, cutting an estimated $1.65M.

  • 46 institutional investors held Ultralife (ULBI) as of Q2 2020, up from 35 in Q1 2020.
  • Funds reported $40.2M of Ultralife stock for Q2 2020, up 39% quarter-over-quarter.
  • 19 funds opened new Ultralife positions in Q2 2020 and 8 closed out, a net change of +11 holders.
  • The largest Ultralife buyer in Q2 2020 was BlackRock, an estimated $2.15M added.
  • The largest Ultralife seller in Q2 2020 was Wellington Management Group, an estimated $1.65M sold.

Based on aggregated 13F filings for Q2 2020.