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Ubiquiti
UI

Overview Fund Activity

258 hedge funds and large institutions have $809M invested in Ubiquiti in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 70 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+53
Holders Change %
+25.85%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
74
Increased
70
Reduced
73
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$37.6M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$32.9M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$20.5M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$8.62M
5
BlackRock
5
BlackRock
New York
$103M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$21.3M
2
SIM
2
SW Investment Management
Colorado
$89.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.7M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$11.4M
5
Squarepoint
5
Squarepoint
New York
$9.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
226
DT Investment Partners
Pennsylvania
$7.97K – – –
AWM
227
Avior Wealth Management
Nebraska
$6.97K +$2.66K +8 +62%
VCM
228
Versant Capital Management
Arizona
$6.31K +$4.65K +14 +280%
Q1WB
229
Quest 10 Wealth Builders
Virginia
$6.31K +$6.31K +19 New
S
230
Sachetta
Massachusetts
$5.98K – – –
IA
231
IFP Advisors
Florida
$5.31K -$19.6K -59 -79%
JWA
232
JFS Wealth Advisors
Pennsylvania
$5.31K – – –
HWM
233
Hemington Wealth Management
Virginia
$5K -$278 -1 -5%
CFGS
234
Concourse Financial Group Securities
Alabama
$4.58K +$4.58K +11 New
PFBT
235
Parkside Financial Bank & Trust
Missouri
$4.32K – – –
ACA
236
Atlas Capital Advisors
Wyoming
$3.98K -$5.98K -18 -60%
AS
237
Altshuler Shaham
Israel
$3.98K -$2.66K -8 -40%
W
238
WealthCollab
Washington
$3.65K +$1.99K +6 +120%
T
239
Transce3nd
Texas
$3.65K +$3.65K +11 New
PA
240
Pineridge Advisors
Missouri
$3.34K – – –
AEPWM
241
Atlantic Edge Private Wealth Management
Florida
$3.32K – – –
FMP
242
Financial Management Professionals
Texas
$3.32K – – –
GRP
243
Global Retirement Partners
California
$3.32K – – –
SS
244
Sunbelt Securities
Texas
$2.68K – – –
BTI
245
Blue Trust Inc
Georgia
$1.99K -$24.6K -74 -93%
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$1.99K +$1.99K +6 New
BIA
247
Bell Investment Advisors
California
$1.66K – – –
BGAI
248
Bruce G. Allen Investments
Colorado
$1.66K – – –
TFM
249
TFC Financial Management
Massachusetts
$1.33K – – –
HCP
250
Hexagon Capital Partners
Arkansas
$1.33K +$1.33K +4 New
8 9
10
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