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Ultralife

32 hedge funds and large institutions have $24.2M invested in Ultralife in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3232 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1.28% less ownership

Funds ownership: 29.17%27.89% (-1.3%)

15% less capital invested

Capital invested by funds: $28.3M → $24.2M (-$4.18M)

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$5.54M -$205K -38,250 -4%
VWA
2
Visionary Wealth Advisors
Illinois
$5.15M +$305K +56,983 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.45M -$13.9K -2,596 -0.6%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.45M -$11.8K -2,200 -0.5%
MPAM
5
Monarch Partners Asset Management
Massachusetts
$2.21M
BCM
6
Bridgeway Capital Management
Texas
$1.12M +$455K +85,000 +69%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.03M -$347K -64,745 -25%
TA
8
Teton Advisors
New York
$1.01M
BlackRock
9
BlackRock
New York
$817K -$6.56K -1,226 -0.8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$749K -$112K -20,880 -13%
Morgan Stanley
11
Morgan Stanley
New York
$662K +$655K +122,245 +10,667%
State Street
12
State Street
Massachusetts
$215K +$13.9K +2,596 +7%
Northern Trust
13
Northern Trust
Illinois
$143K -$819 -153 -0.6%
AAS
14
Annex Advisory Services
Wisconsin
$114K +$35.1K +6,557 +44%
BFS
15
Bard Financial Services
Connecticut
$107K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$96K -$63.7K -11,895 -40%
Victory Capital Management
17
Victory Capital Management
Texas
$76K -$1.56M -290,969 -95%
SAM
18
Shikiar Asset Management
New York
$64K -$21.4K -4,000 -25%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$56K -$20.3K -3,800 -27%
SFI
20
Susquehanna Fundamental Investments
Pennsylvania
$55K -$35K -6,542 -39%
UBS Group
21
UBS Group
Switzerland
$12K +$11.3K +2,106 +2,171%
TRCT
22
Tower Research Capital (TRC)
New York
$11K +$8.22K +1,536 +307%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$9K +$9.9K +1,850 New
CAL
24
Capital Advisors Ltd
Ohio
$3K
APA
25
American Portfolios Advisors
New York
$1.34K

ULBI Hedge Fund Activity: Q1 2022 in Review

32 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q1 2022, worth a combined $24.2M — down 15% from $28.3M a quarter earlier.

Fund positioning in ULBI was balanced in Q1 2022: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $655K. The largest seller was Victory Capital Management, cutting an estimated $1.56M.

  • 32 institutional investors held Ultralife (ULBI) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $24.2M of Ultralife stock for Q1 2022, down 15% quarter-over-quarter.
  • 2 funds opened new Ultralife positions in Q1 2022 and 2 closed out, a net change of 0 holders.
  • The largest Ultralife buyer in Q1 2022 was Morgan Stanley, an estimated $655K added.
  • The largest Ultralife seller in Q1 2022 was Victory Capital Management, an estimated $1.56M sold.

Based on aggregated 13F filings for Q1 2022.