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Ultralife

55 hedge funds and large institutions have $46M invested in Ultralife in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

33% more capital invested

Capital invested by funds: $34.7M → $46M (+$11.3M)

15% more funds holding

Funds holding: 4855 (+7)

1.16% more ownership

Funds ownership: 33.67%34.83% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $95K

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
10
Closed
4
Calls
Puts
$95K
Net Calls
-$95K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$9.17M +$76.5K +10,789 +1%
VWA
2
Visionary Wealth Advisors
Illinois
$7.14M +$14.2K +2,000 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.77M +$636K +89,752 +15%
BlackRock
4
BlackRock
New York
$4.53M +$52K +7,335 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$3.17M +$949K +133,900 +54%
Victory Capital Management
6
Victory Capital Management
Texas
$2.87M +$2.46M +346,956 New
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.59M +$618K +87,100 +83%
TA
8
Teton Advisors
New York
$1.5M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.46M +$26.9K +3,795 +2%
State Street
10
State Street
Massachusetts
$1.09M +$19.8K +2,795 +2%
BCM
11
Bridgeway Capital Management
Texas
$1M +$213K +30,000 +33%
Franklin Resources
12
Franklin Resources
California
$990K -$838K -118,223 -50%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$984K +$827K +116,607 +7,784%
Northern Trust
14
Northern Trust
Illinois
$887K -$41K -5,778 -5%
Wells Fargo
15
Wells Fargo
California
$434K +$333K +46,964 +870%
B
16
Bailard
California
$268K +$55.3K +7,800 +32%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$254K +$113 +16 +0.1%
MAM
18
Martingale Asset Management
Massachusetts
$250K +$46.1K +6,506 +28%
BFS
19
Bard Financial Services
Connecticut
$248K -$70.9K -10,000 -25%
JP Morgan Chase
20
JP Morgan Chase
New York
$245K +$15.4K +2,171 +8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$223K +$105K +14,828 +122%
Charles Schwab
22
Charles Schwab
California
$199K
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$167K
Marshall Wace
24
Marshall Wace
United Kingdom
$159K +$136K +19,242 New
KOC
25
Koss-Olinger Consulting
Florida
$123K +$105K +14,801 New

ULBI Hedge Fund Activity: Q1 2021 in Review

55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q1 2021, worth a combined $46M — up 33% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ULBI positions and 4 closed out — a net gain of 8 holders — while 23 added to existing stakes and 10 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $2.46M. The largest seller was Russell Investments Group, exiting entirely with an estimated $1.75M sold.

  • 55 institutional investors held Ultralife (ULBI) as of Q1 2021, up from 48 in Q4 2020.
  • Funds reported $46M of Ultralife stock for Q1 2021, up 33% quarter-over-quarter.
  • 12 funds opened new Ultralife positions in Q1 2021 and 4 closed out, a net change of +8 holders.
  • The largest Ultralife buyer in Q1 2021 was Victory Capital Management, an estimated $2.46M added.
  • The largest Ultralife seller in Q1 2021 was Russell Investments Group, an estimated $1.75M sold.

Based on aggregated 13F filings for Q1 2021.