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Ultralife

31 hedge funds and large institutions have $12.5M invested in Ultralife in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

3% more funds holding

Funds holding: 3031 (+1)

0.6% more ownership

Funds ownership: 25.67%26.27% (+0.6%)

37% less capital invested

Capital invested by funds: $19.9M → $12.5M (-$7.46M)

88% less call options, than puts

Call options by funds: $5K | Put options by funds: $41K

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
7
Closed
3
Calls
$5K
Puts
$41K
Net Calls
-$36K
Net Calls Change
-$36K
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1
Visionary Wealth Advisors
Illinois
$3.98M +$111K +24,105 +2%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$2.1M +$272K +58,875 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.81M +$126K +27,415 +6%
Morgan Stanley
4
Morgan Stanley
New York
$709K -$80.4K -17,419 -9%
BCM
5
Bridgeway Capital Management
Texas
$691K -$138K -30,000 -14%
Renaissance Technologies
6
Renaissance Technologies
New York
$649K -$54.4K -11,800 -7%
TA
7
Teton Advisors
New York
$594K -$78.4K -17,000 -10%
BlackRock
8
BlackRock
New York
$583K +$517 +112 +0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$462K -$992 -215 -0.2%
State Street
10
State Street
Massachusetts
$152K -$3.23K -700 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$145K +$173K +37,543 New
Northern Trust
12
Northern Trust
Illinois
$104K
Millennium Management
13
Millennium Management
New York
$99K +$119K +25,721 New
Citadel Advisors
14
Citadel Advisors
Florida
$77.4K +$92.5K +20,063 New
BFS
15
Bard Financial Services
Connecticut
$77K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$68.6K
PGWM
17
Pitti Group Wealth Management
New York
$56.7K +$67.8K +14,695 New
LSV Asset Management
18
LSV Asset Management
Illinois
$49K
TRCT
19
Tower Research Capital (TRC)
New York
$26K +$8.01K +1,737 +35%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$7K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4K +$2.96K +642 +128%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$3.9K +$263 +57 +0%
CAL
23
Capital Advisors Ltd
Ohio
$2K
Osaic Holdings
24
Osaic Holdings
Arizona
$965 +$1.15K +250 New
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$498 -$111 -24 -16%

ULBI Hedge Fund Activity: Q4 2022 in Review

31 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q4 2022, worth a combined $12.5M — down 37% from $19.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ULBI positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $272K. The largest seller was Bridgeway Capital Management, cutting an estimated $138K.

  • 31 institutional investors held Ultralife (ULBI) as of Q4 2022, up from 30 in Q3 2022.
  • Funds reported $12.5M of Ultralife stock for Q4 2022, down 37% quarter-over-quarter.
  • 6 funds opened new Ultralife positions in Q4 2022 and 3 closed out, a net change of +3 holders.
  • The largest Ultralife buyer in Q4 2022 was Janney Montgomery Scott, an estimated $272K added.
  • The largest Ultralife seller in Q4 2022 was Bridgeway Capital Management, an estimated $138K sold.

Based on aggregated 13F filings for Q4 2022.