Ubiquiti
158 hedge funds and large institutions have $1.31B invested in Ubiquiti in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 72 reducing their positions, and 32 closing their positions.
1.22% more ownership
Funds ownership: 30.12% → 31.34% (+1.2%)
6% more call options, than puts
Call options by funds: $49.2M | Put options by funds: $46.6M
5% more capital invested
Capital invested by funds: $1.24B → $1.31B (+$61.9M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less funds holding
Funds holding: 169 → 158 (-11)
31% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 32
40% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$53.8M |
| 2 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$28.5M |
| 3 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$20.5M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$13.1M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$25M |
| 2 |
BlackRock
New York
|
-$20.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$19.3M |
| 4 |
OAM
Origin Asset Management
London,
United Kingdom
|
-$15.2M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.92M |
UI Hedge Fund Activity: Q2 2017 in Review
158 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q2 2017, worth a combined $1.31B — up 5% from $1.24B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of UI and 22 opened new positions — a net loss of 10 holders — while 72 trimmed existing stakes and 43 added.
The largest buyer was Jackson Square Partners, opening a new position worth an estimated $53.8M. The largest seller was Jupiter Investment Management, exiting entirely with an estimated $25M sold.
- 158 institutional investors held Ubiquiti (UI) as of Q2 2017, down from 169 in Q1 2017.
- Funds reported $1.31B of Ubiquiti stock for Q2 2017, up 5% quarter-over-quarter.
- 22 funds opened new Ubiquiti positions in Q2 2017 and 32 closed out, a net change of -10 holders.
- The largest Ubiquiti buyer in Q2 2017 was Jackson Square Partners, an estimated $53.8M added.
- The largest Ubiquiti seller in Q2 2017 was Jupiter Investment Management, an estimated $25M sold.
Based on aggregated 13F filings for Q2 2017.