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Ultralife

51 hedge funds and large institutions have $42.4M invested in Ultralife in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $28K | Put options by funds: $7K

3.42% less ownership

Funds ownership: 34.83%31.42% (-3.4%)

7% less funds holding

Funds holding: 5551 (-4)

8% less capital invested

Capital invested by funds: $46M → $42.4M (-$3.61M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
14
Reduced
17
Closed
18
Calls
$28K
Puts
$7K
Net Calls
+$21K
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$9.32M +$33.3K +3,865 +0.3%
VWA
2
Visionary Wealth Advisors
Illinois
$7.3M +$81.4K +9,450 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.9M -$958K -111,244 -16%
Victory Capital Management
4
Victory Capital Management
Texas
$2.93M +$26.9K +3,122 +0.9%
Renaissance Technologies
5
Renaissance Technologies
New York
$2.4M -$825K -95,787 -25%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.72M +$110K +12,750 +7%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$1.53M +$1.58M +183,192 New
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$1.52M +$376K +43,682 +37%
TA
9
Teton Advisors
New York
$1.52M
BlackRock
10
BlackRock
New York
$1.24M -$3.44M -399,398 -73%
MPAM
11
Monarch Partners Asset Management
Massachusetts
$1.24M +$1.27M +147,577 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.23M -$256K -29,768 -17%
BCM
13
Bridgeway Capital Management
Texas
$913K -$106K -12,300 -10%
Millennium Management
14
Millennium Management
New York
$653K +$670K +77,874 New
TEE
15
Tibra Equities Europe
United Kingdom
$329K +$338K +39,300 New
E
16
Ergoteles
New York
$317K +$325K +37,788 New
Allianz Asset Management
17
Allianz Asset Management
Germany
$310K +$319K +36,999 New
B
18
Bailard
California
$290K +$19.8K +2,300 +7%
Northern Trust
19
Northern Trust
Illinois
$284K -$629K -73,097 -68%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$252K -$5.4K -627 -2%
JP Morgan Chase
21
JP Morgan Chase
New York
$249K +$1.13K +131 +0.4%
State Street
22
State Street
Massachusetts
$240K -$885K -102,854 -78%
HF
23
HRT Financial
New York
$226K +$233K +27,055 New
SFI
24
Susquehanna Fundamental Investments
Pennsylvania
$198K +$203K +23,600 New
BFS
25
Bard Financial Services
Connecticut
$166K -$86.1K -10,000 -33%

ULBI Hedge Fund Activity: Q2 2021 in Review

51 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q2 2021, worth a combined $42.4M — down 7.8% from $46M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ULBI and 14 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $1.58M. The largest seller was BlackRock, cutting an estimated $3.44M.

  • 51 institutional investors held Ultralife (ULBI) as of Q2 2021, down from 55 in Q1 2021.
  • Funds reported $42.4M of Ultralife stock for Q2 2021, down 7.8% quarter-over-quarter.
  • 14 funds opened new Ultralife positions in Q2 2021 and 18 closed out, a net change of -4 holders.
  • The largest Ultralife buyer in Q2 2021 was Russell Investments Group, an estimated $1.58M added.
  • The largest Ultralife seller in Q2 2021 was BlackRock, an estimated $3.44M sold.

Based on aggregated 13F filings for Q2 2021.