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208 hedge funds and large institutions have $998M invested in Ubiquiti in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 60 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 28

9% more funds holding

Funds holding: 190208 (+18)

6% more capital invested

Capital invested by funds: $945M → $998M (+$52.6M)

4% less call options, than puts

Call options by funds: $78.6M | Put options by funds: $81.6M

1.31% less ownership

Funds ownership: 10.28%8.97% (-1.3%)

20% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 75

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
208
Holders Change
+18
Holders Change %
+9.47%
% of All Funds
4.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
47
Increased
60
Reduced
75
Closed
28
Calls
$78.6M
Puts
$81.6M
Net Calls
-$3.02M
Net Calls Change
+$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Erste Asset Management
Austria
$7.33M +$1.01M +6,000 +17%
CAM
27
Claret Asset Management
Quebec, Canada
$7.23M -$1.04M -6,229 -13%
SIC
28
Salem Investment Counselors
North Carolina
$6.75M -$467K -2,783 -7%
MC
29
Maverick Capital
Texas
$6.66M -$5.21M -31,030 -45%
PPA
30
Parametric Portfolio Associates
Washington
$6.66M +$1.44M +8,610 +29%
LIM
31
Lagoda Investment Management
New York
$6.63M -$883K -5,262 -12%
N
32
Nuveen
North Carolina
$5.58M -$1.51K -9 -0%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$4.63M +$1.09M +6,515 +33%
CSS
34
Cubist Systematic Strategies
Connecticut
$4.5M +$1.14M +6,767 +36%
BIM
35
Bogle Investment Management
Massachusetts
$4.39M +$4.22M +25,172 New
OC
36
Oppenheimer & Co
New York
$4.33M -$109K -647 -3%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$4.32M +$954K +5,686 +30%
Bank of America
38
Bank of America
North Carolina
$4.09M -$701K -4,181 -15%
AQR Capital Management
39
AQR Capital Management
Connecticut
$3.89M -$773K -4,608 -17%
IG
40
ING Group
Netherlands
$3.67M
Twin Tree Management
41
Twin Tree Management
Texas
$3.42M +$2.71M +16,125 +468%
LCM
42
Logan Capital Management
Pennsylvania
$3.36M +$355K +2,115 +12%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$3.36M -$107K -640 -3%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$3.36M -$990K -5,899 -23%
Ameriprise
45
Ameriprise
Minnesota
$3.34M +$2.17M +12,938 +208%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$3.14M -$520K -3,100 -15%
HSA
47
Hussman Strategic Advisors
Maryland
$3.14M -$419K -2,500 -12%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$2.7M -$168K -1,000 -6%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.61M -$119K -710 -5%
GAM
50
Gotham Asset Management
New York
$2.61M +$431K +2,569 +21%

UI Hedge Fund Activity: Q2 2020 in Review

208 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q2 2020, worth a combined $998M — up 5.6% from $945M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new UI positions and 28 closed out — a net gain of 19 holders — while 60 added to existing stakes and 75 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $8.29M. The largest seller was Disciplined Growth Investors, cutting an estimated $114M.

  • 208 institutional investors held Ubiquiti (UI) as of Q2 2020, up from 190 in Q1 2020.
  • Funds reported $998M of Ubiquiti stock for Q2 2020, up 5.6% quarter-over-quarter.
  • 47 funds opened new Ubiquiti positions in Q2 2020 and 28 closed out, a net change of +19 holders.
  • The largest Ubiquiti buyer in Q2 2020 was Bank of New York Mellon, an estimated $8.29M added.
  • The largest Ubiquiti seller in Q2 2020 was Disciplined Growth Investors, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2020.