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Ultralife

62 hedge funds and large institutions have $45.4M invested in Ultralife in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

32% more capital invested

Capital invested by funds: $34.3M → $45.4M (+$11.1M)

15% more funds holding

Funds holding: 5462 (+8)

0.55% more ownership

Funds ownership: 30.76%31.31% (+0.55%)

69% less call options, than puts

Call options by funds: $33K | Put options by funds: $106K

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% 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
25
Reduced
17
Closed
6
Calls
$33K
Puts
$106K
Net Calls
-$73K
Net Calls Change
-$54K
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1
Visionary Wealth Advisors
Illinois
$9.71M +$162K +19,853 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$8.57M +$342K +42,062 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.54M +$54K +6,640 +1%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.87M +$326K +40,000 +10%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.96M -$413K -50,774 -19%
BlackRock
6
BlackRock
New York
$1.31M +$5.22K +642 +0.4%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$1.24M -$170K -20,855 -13%
TA
8
Teton Advisors
New York
$1.03M -$97.7K -12,000 -9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$909K -$33.4K -4,104 -4%
BCM
10
Bridgeway Capital Management
Texas
$863K +$18.5K +2,275 +2%
Millennium Management
11
Millennium Management
New York
$861K +$355K +43,641 +81%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$783K +$177K +21,778 +32%
Two Sigma Investments
13
Two Sigma Investments
New York
$771K -$257K -31,579 -27%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$724K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$721K +$226K +27,760 +51%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$658K -$88.7K -10,900 -13%
CAM
17
ClariVest Asset Management
California
$571K +$985 +121 +0.2%
NA
18
Navellier & Associates
Nevada
$465K +$59.8K +7,343 +16%
State Street
19
State Street
Massachusetts
$425K -$12.2K -1,500 -3%
Citadel Advisors
20
Citadel Advisors
Florida
$411K +$73.6K +9,040 +24%
Marshall Wace
21
Marshall Wace
United Kingdom
$386K -$6.26K -769 -2%
Goldman Sachs
22
Goldman Sachs
New York
$344K +$317K +38,992 New
Jane Street
23
Jane Street
New York
$315K +$169K +20,814 +139%
DADC
24
D.A. Davidson & Co
Montana
$297K +$80K +9,824 +41%
EF
25
Empowered Funds
Pennsylvania
$277K +$18.5K +2,275 +8%

ULBI Hedge Fund Activity: Q1 2024 in Review

62 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ultralife (ULBI) for Q1 2024, worth a combined $45.4M — up 32% from $34.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ULBI positions and 6 closed out — a net gain of 8 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was Millennium Management, adding an estimated $355K. The largest seller was First Trust Advisors, exiting entirely with an estimated $557K sold.

  • 62 institutional investors held Ultralife (ULBI) as of Q1 2024, up from 54 in Q4 2023.
  • Funds reported $45.4M of Ultralife stock for Q1 2024, up 32% quarter-over-quarter.
  • 14 funds opened new Ultralife positions in Q1 2024 and 6 closed out, a net change of +8 holders.
  • The largest Ultralife buyer in Q1 2024 was Millennium Management, an estimated $355K added.
  • The largest Ultralife seller in Q1 2024 was First Trust Advisors, an estimated $557K sold.

Based on aggregated 13F filings for Q1 2024.