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Ultralife

42 hedge funds and large institutions have $35.1M invested in Ultralife in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% less ownership

Funds ownership: 31.42%30.77% (-0.65%)

17% less capital invested

Capital invested by funds: $42.4M → $35.1M (-$7.27M)

18% less funds holding

Funds holding: 5142 (-9)

64% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 22

90% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 10

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
42
Holders Change
-9
Holders Change %
-17.65%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
22
Closed
10
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$7.82M -$46K -5,710 -0.5%
VWA
2
Visionary Wealth Advisors
Illinois
$6.35M +$167K +20,700 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.27M -$1.01M -125,900 -22%
MPAM
4
Monarch Partners Asset Management
Massachusetts
$2.68M +$1.84M +228,522 +155%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.54M +$1.22M +151,665 +74%
Victory Capital Management
6
Victory Capital Management
Texas
$2.39M -$101K -12,561 -4%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.75M -$331K -41,045 -14%
TA
8
Teton Advisors
New York
$1.29M
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$1.15M -$68.4K -8,486 -5%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$1.14M -$171K -21,272 -12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.14M +$119K +14,731 +10%
BlackRock
12
BlackRock
New York
$1.03M -$28.8K -3,578 -2%
BCM
13
Bridgeway Capital Management
Texas
$771K
State Street
14
State Street
Massachusetts
$265K +$71.7K +8,900 +31%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$211K -$3.28K -407 -1%
Northern Trust
16
Northern Trust
Illinois
$191K -$57.8K -7,180 -21%
SFI
17
Susquehanna Fundamental Investments
Pennsylvania
$165K -$2.42K -300 -1%
BFS
18
Bard Financial Services
Connecticut
$142K
HF
19
HRT Financial
New York
$133K -$65.6K -8,140 -30%
SAM
20
Shikiar Asset Management
New York
$114K
KOC
21
Koss-Olinger Consulting
Florida
$105K
Allianz Asset Management
22
Allianz Asset Management
Germany
$100K -$185K -23,000 -62%
E
23
Ergoteles
New York
$88K -$204K -25,383 -67%
Millennium Management
24
Millennium Management
New York
$82K -$534K -66,329 -85%
MDCM
25
Morgan Dempsey Capital Management
Wisconsin
$67K

ULBI Hedge Fund Activity: Q3 2021 in Review

42 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q3 2021, worth a combined $35.1M — down 17% from $42.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ULBI and 1 opened new positions — a net loss of 9 holders — while 22 trimmed existing stakes and 8 added.

The largest buyer was Monarch Partners Asset Management, adding an estimated $1.84M. The largest seller was Vanguard Group, cutting an estimated $1.01M.

  • 42 institutional investors held Ultralife (ULBI) as of Q3 2021, down from 51 in Q2 2021.
  • Funds reported $35.1M of Ultralife stock for Q3 2021, down 17% quarter-over-quarter.
  • 1 fund opened new Ultralife positions in Q3 2021 and 10 closed out, a net change of -9 holders.
  • The largest Ultralife buyer in Q3 2021 was Monarch Partners Asset Management, an estimated $1.84M added.
  • The largest Ultralife seller in Q3 2021 was Vanguard Group, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2021.