We are live on ! Find out more
ULTI

Ultimate Software Group Inc
ULTI

Delisted

ULTI was delisted on the 2nd of May, 2019.

304 hedge funds and large institutions have $6.25B invested in Ultimate Software Group Inc in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 102 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 26

7% more funds holding

Funds holding: 285304 (+19)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less call options, than puts

Call options by funds: $11M | Put options by funds: $12.1M

11% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 115

12% less capital invested

Capital invested by funds: $7.08B → $6.25B (-$832M)

Holders
304
Holders Change
+19
Holders Change %
+6.67%
% of All Funds
7.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
50
Increased
102
Reduced
115
Closed
26
Calls
$11M
Puts
$12.1M
Net Calls
-$1.09M
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
276
Next Financial Group
Texas
$20K
FHA
277
First Horizon Advisors
Tennessee
$19K
CAW
278
Cornerstone Advisors (Washington)
Washington
$18K +$18.8K +93 New
CFA
279
Carroll Financial Associates
North Carolina
$16K -$403 -2 -2%
QCG
280
Quadrant Capital Group
Ohio
$16K +$2.42K +12 +14%
RFWA
281
RPg Family Wealth Advisory
Massachusetts
$15.4K
VFA
282
Valeo Financial Advisors
Indiana
$10K +$10.3K +51 New
LF
283
Lee Financial
Texas
$9K
EWM
284
Evercore Wealth Management
New York
$8K -$3.63K -18 -31%
SIAS
285
Shine Investment Advisory Services
Colorado
$8K
SSA
286
South Street Advisors
New York
$6.78K -$11.1K -55 -0.2%
BRC
287
Bell Rock Capital
Delaware
$6K -$43.8K -217 -87%
GAM
288
Gemmer Asset Management
California
$6K
BTIS
289
BB&T Investment Services
North Carolina
$6K +$7.46K +37 New
IWM
290
IHT Wealth Management
Illinois
$5K
WCBA
291
Weaver C. Barksdale & Associates
Tennessee
$5K +$807 +4 +17%
WTC
292
WhitTier Trust Company
Nevada
$5K +$4.84K +24 New
AssetMark Inc
293
AssetMark Inc
California
$4K -$807 -4 -17%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.44K +22 New
ASN
295
Advisory Services Network
Georgia
$3K
LNB
296
Ledyard National Bank
$3K
SPIA
297
Steward Partners Investment Advisory
New York
$3K
FANJ
298
Financial Architects (New Jersey)
New Jersey
$3K +$2.82K +14 New
AC
299
Alexandria Capital
Virginia
$3K +$3.23K +16 New
RBC
300
Roble Belko & Company
Pennsylvania
$2K

ULTI Hedge Fund Activity: Q3 2017 in Review

304 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ultimate Software Group Inc (ULTI) for Q3 2017, worth a combined $6.25B — down 12% from $7.08B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ULTI positions and 26 closed out — a net gain of 24 holders — while 102 added to existing stakes and 115 trimmed.

The largest buyer was Tybourne Capital Management, opening a new position worth an estimated $155M. The largest seller was Wellington Management Group, cutting an estimated $223M.

  • 304 institutional investors held Ultimate Software Group Inc (ULTI) as of Q3 2017, up from 285 in Q2 2017.
  • Funds reported $6.25B of Ultimate Software Group Inc stock for Q3 2017, down 12% quarter-over-quarter.
  • 50 funds opened new Ultimate Software Group Inc positions in Q3 2017 and 26 closed out, a net change of +24 holders.
  • The largest Ultimate Software Group Inc buyer in Q3 2017 was Tybourne Capital Management, an estimated $155M added.
  • The largest Ultimate Software Group Inc seller in Q3 2017 was Wellington Management Group, an estimated $223M sold.

Based on aggregated 13F filings for Q3 2017.