Ubiquiti
207 hedge funds and large institutions have $521M invested in Ubiquiti in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 23 closing their positions.
196% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 23
49% more capital invested
Capital invested by funds: $350M → $521M (+$172M)
28% more funds holding
Funds holding: 162 → 207 (+45)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.08% less ownership
Funds ownership: 3.97% → 3.89% (-0.08%)
5% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$7.32M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$5.79M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$4.75M |
| 4 |
SIM
SW Investment Management
Telluride,
Colorado
|
+$3.65M |
| 5 |
Barclays
London,
United Kingdom
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Voloridge Investment Management
Jupiter,
Florida
|
-$8.87M |
| 2 |
Morgan Stanley
New York
|
-$8.35M |
| 3 |
BlackRock
New York
|
-$5.77M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.42M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Royal London Asset Management
United Kingdom
| – | -$38.9K | -267 | Closed |
|
|
PMAM
227
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| – | -$5K | -38 | Closed |
|
|
SSB
228
Sandy Spring Bank
Olney,
Maryland
| – | -$3.06K | -21 | Closed |
|
|
WIM
229
Westside Investment Management
Santa Monica,
California
| – | -$728 | -5 | Closed |
|
|
SC
230
Swan Capital
Pensacola,
Florida
| – | -$437 | -3 | Closed |
|
UI Hedge Fund Activity: Q3 2024 in Review
207 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q3 2024, worth a combined $521M — up 49% from $350M a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new UI positions and 23 closed out — a net gain of 45 holders — while 52 added to existing stakes and 55 trimmed.
The largest buyer was Zacks Investment Management, opening a new position worth an estimated $7.32M. The largest seller was Voloridge Investment Management, exiting entirely with an estimated $8.87M sold.
- 207 institutional investors held Ubiquiti (UI) as of Q3 2024, up from 162 in Q2 2024.
- Funds reported $521M of Ubiquiti stock for Q3 2024, up 49% quarter-over-quarter.
- 68 funds opened new Ubiquiti positions in Q3 2024 and 23 closed out, a net change of +45 holders.
- The largest Ubiquiti buyer in Q3 2024 was Zacks Investment Management, an estimated $7.32M added.
- The largest Ubiquiti seller in Q3 2024 was Voloridge Investment Management, an estimated $8.87M sold.
Based on aggregated 13F filings for Q3 2024.