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UCTT

Ultra Clean Holdings
UCTT

232 hedge funds and large institutions have $1.49B invested in Ultra Clean Holdings in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 67 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

40% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 67

23% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $2.11M

2.54% more ownership

Funds ownership: 89.69% → 92.23% (+2.5%)

7% less funds holding

Funds holding: 249 → 232 (-17)

7% less capital invested

Capital invested by funds: $1.61B → $1.49B (-$116M)

30% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 50

Holders
232
Holders Change
-17
Holders Change %
-6.83%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
94
Reduced
67
Closed
50
Calls
$2.6M
Puts
$2.11M
Net Calls
+$486K
Net Calls Change
+$2.35M

Top Buyers

1
SCM
Shapiro Capital Management
Georgia
+$40.7M
2
Boston Partners
Boston Partners
Massachusetts
+$26.6M
3
GF
Goodman Financial
Texas
+$14.3M
4
LIP
Liontrust Investment Partners
United Kingdom
+$9.48M
5
UBS Group
UBS Group
Switzerland
+$8.32M

Top Sellers

1
Swedbank
Swedbank
Sweden
-$48.4M
2
HRCM
Hood River Capital Management
Florida
-$18.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$16M
4
DCM
Divisar Capital Management
California
-$7.65M
5
CSS
Cubist Systematic Strategies
Connecticut
-$5.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$259M +$6.43M +174,004 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$174M +$4.79M +129,616 +3%
SCM
3
Shapiro Capital Management
Georgia
$98.7M +$40.7M +1,099,899 +67%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$86.5M +$2.86M +77,307 +3%
FCM
5
Frontier Capital Management
Massachusetts
$76.6M -$1.78M -48,078 -2%
State Street
6
State Street
Massachusetts
$65.5M +$2.7M +72,893 +4%
Boston Partners
7
Boston Partners
Massachusetts
$37.6M +$26.6M +718,717 +227%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$37.4M -$240K -6,492 -0.6%
Invesco
9
Invesco
Georgia
$37.1M -$1.38M -37,218 -3%
DCM
10
Divisar Capital Management
California
$36.7M -$7.65M -206,992 -17%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$34.6M -$16M -432,671 -31%
RA
12
Royce & Associates
New York
$33.4M +$702K +18,991 +2%
N
13
Nuveen
North Carolina
$25.7M +$7.72M +208,910 +41%
Charles Schwab
14
Charles Schwab
California
$24.4M +$1.14M +30,935 +5%
PCMI
15
Paradigm Capital Management Inc
New York
$23.7M – – –
OAM
16
Oberweis Asset Management
Illinois
$22M +$6.4M +173,200 +39%
JP Morgan Chase
17
JP Morgan Chase
New York
$20M +$1.87M +50,449 +10%
UBS Group
18
UBS Group
Switzerland
$19.1M +$8.32M +224,921 +73%
Northern Trust
19
Northern Trust
Illinois
$18.5M +$1.38M +37,230 +8%
Morgan Stanley
20
Morgan Stanley
New York
$17.8M +$662K +17,907 +4%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$14.4M +$1.01M +27,300 +7%
GF
22
Goodman Financial
Texas
$13.9M +$14.3M +386,651 New
HCA
23
Harbor Capital Advisors
Illinois
$13.5M +$326K +8,829 +2%
PA
24
Pinnacle Associates
New York
$12.7M -$2.48M -67,006 -16%
LIP
25
Liontrust Investment Partners
United Kingdom
$12.6M +$9.48M +256,459 +276%
1
2 3 4 5

UCTT Hedge Fund Activity: Q4 2024 in Review

232 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ultra Clean Holdings (UCTT) for Q4 2024, worth a combined $1.49B — down 7.2% from $1.61B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of UCTT and 35 opened new positions — a net loss of 15 holders — while 67 trimmed existing stakes and 94 added.

The largest buyer was Shapiro Capital Management, adding an estimated $40.7M. The largest seller was Swedbank, exiting entirely with an estimated $48.4M sold.

  • 232 institutional investors held Ultra Clean Holdings (UCTT) as of Q4 2024, down from 249 in Q3 2024.
  • Funds reported $1.49B of Ultra Clean Holdings stock for Q4 2024, down 7.2% quarter-over-quarter.
  • 35 funds opened new Ultra Clean Holdings positions in Q4 2024 and 50 closed out, a net change of -15 holders.
  • The largest Ultra Clean Holdings buyer in Q4 2024 was Shapiro Capital Management, an estimated $40.7M added.
  • The largest Ultra Clean Holdings seller in Q4 2024 was Swedbank, an estimated $48.4M sold.

Based on aggregated 13F filings for Q4 2024.