We are live on ! Find out more
UI icon

Ubiquiti
UI

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
207
Holders Change
+45
Holders Change %
+27.78%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
68
Increased
52
Reduced
55
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ZIM
Zacks Investment Management
Illinois
+$7.32M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$5.79M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$4.75M
4
SIM
SW Investment Management
Colorado
+$3.65M
5
Barclays
Barclays
United Kingdom
+$2.39M

Top Sellers

Rank Fund Capital Flow
1
Voloridge Investment Management
Voloridge Investment Management
Florida
-$8.87M
2
Morgan Stanley
Morgan Stanley
New York
-$8.35M
3
BlackRock
BlackRock
New York
-$5.77M
4
First Trust Advisors
First Trust Advisors
Illinois
-$3.42M
5
Bank of America
Bank of America
North Carolina
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
Salem Investment Counselors
North Carolina
$4.96M – – –
TI
27
Tidal Investments
Wisconsin
$4.1M +$397K +2,174 +13%
Invesco
28
Invesco
Georgia
$3.99M -$1.07M -5,848 -25%
OC
29
Oppenheimer & Co
New York
$3.74M -$110K -600 -3%
Northern Trust
30
Northern Trust
Illinois
$3.66M -$1.34M -7,316 -31%
HSA
31
Hussman Strategic Advisors
Maryland
$3.26M -$1.15M -6,300 -30%
Barclays
32
Barclays
United Kingdom
$2.96M +$2.39M +13,079 +4,880%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$2.73M -$2.72M -14,915 -55%
N
34
Nuveen
North Carolina
$2.62M -$28.8K -158 -1%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$2.45M +$2.01M +11,037 New
IG
36
ING Group
Netherlands
$2.33M – – –
FA
37
Faithward Advisors
Pennsylvania
$2.21M -$72.1K -395 -4%
Ameriprise
38
Ameriprise
Minnesota
$2.21M +$1.82M +9,970 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.04M +$202K +1,109 +14%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.9M -$60.4K -331 -4%
GCP
41
GSA Capital Partners
United Kingdom
$1.62M -$715K -3,916 -35%
HF
42
HRT Financial
New York
$1.57M +$1.29M +7,066 New
State Board of Administration of Florida Retirement System
43
State Board of Administration of Florida Retirement System
Florida
$1.54M -$3.65K -20 -0.3%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$1.37M +$7.3K +40 +0.7%
OWP
45
Old Well Partners
North Carolina
$1.31M – – –
Man Group
46
Man Group
United Kingdom
$1.27M +$442K +2,421 +73%
SOADOR
47
State of Alaska Department of Revenue
Alaska
$1.2M – – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.18M +$969K +5,307 New
SO
49
STRS Ohio
Ohio
$1.14M +$940K +5,147 New
LPL Financial
50
LPL Financial
California
$1.13M +$1.28K +7 +0.1%
1
2
3 4 5

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.