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Ubiquiti

150 hedge funds and large institutions have $821M invested in Ubiquiti in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

0% less capital invested

Capital invested by funds: $822M → $821M (-$858K)

1% less funds holding

Funds holding: 151150 (-1)

39% less call options, than puts

Call options by funds: $16.8M | Put options by funds: $27.3M

Holders
150
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
50
Reduced
41
Closed
29
Calls
$16.8M
Puts
$27.3M
Net Calls
-$10.5M
Net Calls Change
-$22.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$6.43M +$267K +9,027 +4%
MAA
27
Managed Account Advisors
New Jersey
$5.57M -$5.06M -171,163 -48%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$5.23M +$339K +11,450 +7%
Norges Bank
29
Norges Bank
Norway
$5.05M
DIA
30
Davidson Investment Advisors
Montana
$4.98M +$947K +32,002 +23%
JAM
31
Jupiter Asset Management
United Kingdom
$4.97M +$4.98M +168,224 New
JP Morgan Chase
32
JP Morgan Chase
New York
$4.89M +$578K +19,524 +13%
Boston Partners
33
Boston Partners
Massachusetts
$4.11M +$4.11M +139,012 New
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$3.99M
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$3.87M -$192K -6,500 -5%
TCIM
36
TIAA CREF Investment Management
New York
$3.83M -$217K -7,317 -5%
Credit Agricole
37
Credit Agricole
France
$3.62M -$1.39M -46,915 -28%
CPIM
38
Columbia Partners Investment Management
Virginia
$3.6M -$129K -4,371 -3%
RAM
39
Redmond Asset Management
Virginia
$3.48M +$3.48M +117,745 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$3.43M +$913K +30,870 +36%
PP
41
PDT Partners
New York
$3.35M +$3.35M +113,317 New
DADC
42
D.A. Davidson & Co
Montana
$3.35M +$646K +21,820 +24%
Millennium Management
43
Millennium Management
New York
$3.27M +$3.27M +110,530 New
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$3.25M -$59.4K -2,009 -2%
Capital Fund Management (CFM)
45
Capital Fund Management (CFM)
France
$3.15M +$559K +18,877 +21%
AAMU
46
AEGON Asset Management (UK)
United Kingdom
$3.08M +$1M +33,896 +48%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$3.07M
Morgan Stanley
48
Morgan Stanley
New York
$2.97M +$1.59M +53,877 +115%
SCM
49
Suffolk Capital Management
New York
$2.52M +$2.52M +85,100 New
BIM
50
BlackRock Investment Management
Delaware
$2.42M +$28.1K +950 +1%

UI Hedge Fund Activity: Q1 2015 in Review

150 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q1 2015, worth a combined $821M — down 0.1% from $822M a quarter earlier.

Fund positioning in UI was balanced in Q1 2015: 29 funds opened new positions, 29 closed out, 50 added to existing stakes and 41 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $41.6M. The largest seller was Perkins Investment Management, exiting entirely with an estimated $42.6M sold.

  • 150 institutional investors held Ubiquiti (UI) as of Q1 2015, down from 151 in Q4 2014.
  • Funds reported $821M of Ubiquiti stock for Q1 2015, down 0.1% quarter-over-quarter.
  • 29 funds opened new Ubiquiti positions in Q1 2015 and 29 closed out, a net change of 0 holders.
  • The largest Ubiquiti buyer in Q1 2015 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $41.6M added.
  • The largest Ubiquiti seller in Q1 2015 was Perkins Investment Management, an estimated $42.6M sold.

Based on aggregated 13F filings for Q1 2015.