ULY icon

Urgent.ly
ULY

Overview Fund Activity

31 hedge funds and large institutions have $6.16M invested in Urgent.ly in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 8 closing their positions.

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
8
Reduced
5
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$704K
2
FI
2
Fosun International
China
$186K
3
CC
3
Cannell Capital
Wyoming
$148K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$119K
5
Millennium Management
5
Millennium Management
New York
$143K

Top Sellers

1
SM
1
Senvest Management
New York
$0
2
CAC
2
Cowen and Company
New York
$521K
3
WANY
3
Wealthspire Advisors (New York)
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCS
1
Mithaq Capital SPC
Saudi Arabia
$2.24M 1,193,839 – –
BRF
2
B. Riley Financial
California
$784K 416,968 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$704K 374,583 +191,774 +105%
WA
4
Whitebox Advisors
Minnesota
$523K 278,189 – –
CAC
5
Cowen and Company
New York
$521K 277,065 -125,250 -31%
KC
6
Kepos Capital
New York
$263K 139,984 -2,380 -2%
BMCM
7
Black Maple Capital Management
Wisconsin
$232K 123,165 -17,986 -13%
FI
8
Fosun International
China
$186K 98,810 +98,810 New
CC
9
Cannell Capital
Wyoming
$148K 78,632 +78,632 New
Millennium Management
10
Millennium Management
New York
$143K 75,859 +51,030 +206%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$119K 63,246 +63,246 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$68K 36,161 – –
WFA
13
Wellspring Financial Advisors
Ohio
$40.6K 21,618 – –
A
14
Allianz
Germany
$38.1K 20,290 +20,290 New
Jane Street
15
Jane Street
New York
$31.1K 16,520 +16,520 New
BHB
16
Bank Hapoalim BM
Israel
$28K 14,891 – –
HighTower Advisors
17
HighTower Advisors
Illinois
$22K 11,528 – –
Lido Advisors
18
Lido Advisors
California
$18.8K 10,000 +10,000 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$15K 7,940 +4,878 +159%
TRCT
20
Tower Research Capital (TRC)
New York
$9.94K 5,288 +2,689 +103%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$9.45K 5,025 -791 -14%
Wells Fargo
22
Wells Fargo
California
$4.42K 2,351 +80 +4%
Morgan Stanley
23
Morgan Stanley
New York
$4.02K 2,137 -2,137 -50%
WIM
24
Westside Investment Management
California
$3.76K 2,000 – –
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$2.53K 1,346 +401 +42%
1
2