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260 hedge funds and large institutions have $809M invested in Ubiquiti in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 71 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 19

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

55% more capital invested

Capital invested by funds: $521M → $809M (+$288M)

26% more funds holding

Funds holding: 207260 (+53)

0.15% more ownership

Funds ownership: 3.89%4.03% (+0.15%)

3% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 73

Holders
260
Holders Change
+53
Holders Change %
+25.6%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
75
Increased
71
Reduced
73
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
26
Salem Investment Counselors
North Carolina
$7.03M -$362K -1,204 -5%
Ameriprise
27
Ameriprise
Minnesota
$6.58M +$2.97M +9,858 +99%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$6.25M +$5.67M +18,833 New
OC
29
Oppenheimer & Co
New York
$5.45M -$132K -437 -3%
Franklin Resources
30
Franklin Resources
California
$4.72M +$4.28M +14,209 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4.5M +$1.31M +4,364 +47%
CSS
32
Cubist Systematic Strategies
Connecticut
$4.48M +$4.07M +13,507 New
JP Morgan Chase
33
JP Morgan Chase
New York
$4.25M -$5.13M -17,024 -57%
Invesco
34
Invesco
Georgia
$4.07M -$1.72M -5,706 -32%
UBS Group
35
UBS Group
Switzerland
$4.07M +$2.42M +8,025 +189%
Jane Street
36
Jane Street
New York
$4.05M +$3.28M +10,881 +826%
N
37
Nuveen
North Carolina
$3.79M -$121K -402 -3%
Citadel Advisors
38
Citadel Advisors
Florida
$3.74M -$3.93M -13,052 -54%
EC
39
Estate Counselors
Wisconsin
$3.55M +$3.22M +10,710 New
IG
40
ING Group
Netherlands
$3.49M
Barclays
41
Barclays
United Kingdom
$3.48M -$859K -2,854 -21%
EP
42
Edgestream Partners
New Jersey
$3.4M +$1.57M +5,204 +103%
FA
43
Faithward Advisors
Pennsylvania
$3.25M -$51.5K -171 -2%
TI
44
Trexquant Investment
Connecticut
$3.2M -$5.48M -18,211 -65%
Nisa Investment Advisors
45
Nisa Investment Advisors
Missouri
$3.05M +$2.77M +9,188 New
Treasurer of the State of North Carolina
46
Treasurer of the State of North Carolina
North Carolina
$2.99M +$2.16M +7,190 +394%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$2.52M +$1.24M +4,109 +118%
TI
48
Tidal Investments
Wisconsin
$2.38M -$3.42M -11,349 -61%
CIP
49
Convergence Investment Partners
Florida
$2.18M +$1.98M +6,569 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$2.16M +$362K +1,201 +23%