We are live on ! Find out more
UCTT

Ultra Clean Holdings

180 hedge funds and large institutions have $827M invested in Ultra Clean Holdings in 2019 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 22

70% more capital invested

Capital invested by funds: $486M → $827M (+$341M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more funds holding

Funds holding: 160180 (+20)

4.66% more ownership

Funds ownership: 83.9%88.56% (+4.7%)

12% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 57

43% less call options, than puts

Call options by funds: $6.06M | Put options by funds: $10.7M

Holders
180
Holders Change
+20
Holders Change %
+12.5%
% of All Funds
3.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
49
Increased
50
Reduced
57
Closed
22
Calls
$6.06M
Puts
$10.7M
Net Calls
-$4.62M
Net Calls Change
-$7.61M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$75K
MAM
152
Meeder Asset Management
Ohio
$63K +$46.4K +2,293 +581%
NIT
153
NumerixS Investment Technologies
British Columbia, Canada
$59K +$50.5K +2,500 New
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$56K
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$55K +$47.1K +2,328 New
IWA
156
Intercontinental Wealth Advisors
Texas
$54K
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$54K +$5.96K +295 +14%
RWB
158
RMR Wealth Builders
New Jersey
$33K +$28.3K +1,400 New
SWA
159
Sutton Wealth Advisors
Florida
$29.7K
AG
160
Advisor Group
Arizona
$29K -$14.5K -715 -37%
WQ
161
Wealth Quarterback
New Jersey
$28.2K +$24.3K +1,200 New
IRC
162
Investors Research Corp
Georgia
$28K
ASN
163
Advisory Services Network
Georgia
$27K -$22.9K -1,133 -50%
Lazard Asset Management
164
Lazard Asset Management
New York
$27K +$23.3K +1,151 New
VCM
165
Versant Capital Management
Arizona
$26K
WEC
166
Winslow Evans & Crocker
Massachusetts
$16K
QCG
167
Quadrant Capital Group
Ohio
$15K
MIFH
168
Migdal Insurance & Financial Holdings
Israel
$7K +$5.78K +286 New
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$7K +$6.07K +300 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$6K
TFO
171
Tarbox Family Office
California
$5K
S
172
SignatureFD
Georgia
$5K +$4.02K +199 New
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$4K
LJHT
174
Laurie J. Hall Trustee
$4K
GT
175
Glenmede Trust
Pennsylvania
$4K +$2.75K +136 +186%