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Ubiquiti
UI

158 hedge funds and large institutions have $358M invested in Ubiquiti in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 38

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

16% more capital invested

Capital invested by funds: $309M → $358M (+$48.2M)

5% more funds holding

Funds holding: 151 → 158 (+7)

0.72% more ownership

Funds ownership: 3.52% → 4.24% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
62
Reduced
38
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$24.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.4M
3
Squarepoint
Squarepoint
New York
+$10.2M
4
SIM
SW Investment Management
Colorado
+$5.48M
5
BlackRock
BlackRock
New York
+$4.83M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$5.7M
2
Millennium Management
Millennium Management
New York
-$3.31M
3
Marshall Wace
Marshall Wace
United Kingdom
-$3.22M
4
AWM
AE Wealth Management
Kansas
-$2.53M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$555K – – –
Jane Street
52
Jane Street
New York
$552K +$482K +3,954 New
IVP
53
Intrinsic Value Partners
Arizona
$525K – – –
MC
54
Maverick Capital
Texas
$518K +$267K +2,189 +144%
UBS AM
55
UBS AM
Illinois
$481K – – –
GCP
56
GSA Capital Partners
United Kingdom
$464K +$405K +3,328 New
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$461K -$4.14K -34 -1%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$455K +$38.9K +319 +11%
Marshall Wace
59
Marshall Wace
United Kingdom
$448K -$3.22M -26,450 -89%
SG Americas Securities
60
SG Americas Securities
New York
$437K +$382K +3,133 New
MG
61
Marex Group
$429K +$374K +3,072 New
PMAM
62
Picton Mahoney Asset Management
Ontario, Canada
$424K +$369K +3,030 New
EP
63
Edgestream Partners
New Jersey
$421K -$375K -3,079 -51%
LCM
64
Landscape Capital Management
New Jersey
$414K +$361K +2,966 New
Deutsche Bank
65
Deutsche Bank
Germany
$391K – – –
LJAC
66
L.J. Altfest & Co
New York
$353K +$32K +263 +12%
APA
67
Astoria Portfolio Advisors
New York
$351K – – –
RJA
68
Raymond James & Associates
Florida
$339K +$244 +2 +0.1%
UBS Group
69
UBS Group
Switzerland
$337K -$409K -3,361 -58%
Creative Planning
70
Creative Planning
Kansas
$321K +$93.1K +764 +50%
AllianceBernstein
71
AllianceBernstein
Tennessee
$317K -$134K -1,104 -33%
Dimensional Fund Advisors
72
Dimensional Fund Advisors
Texas
$317K -$1.7M -13,919 -86%
QT
73
Quantbot Technologies
New York
$303K +$135K +1,112 +105%
HF
74
HRT Financial
New York
$288K +$252K +2,068 New
EDRH
75
Edmond de Rothschild Holding
Switzerland
$274K +$108K +890 +83%
1 2
3
4 5

UI Hedge Fund Activity: Q4 2023 in Review

158 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q4 2023, worth a combined $358M — up 16% from $309M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UI positions and 26 closed out — a net gain of 8 holders — while 62 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.7M. The largest seller was Renaissance Technologies, cutting an estimated $5.7M.

  • 158 institutional investors held Ubiquiti (UI) as of Q4 2023, up from 151 in Q3 2023.
  • Funds reported $358M of Ubiquiti stock for Q4 2023, up 16% quarter-over-quarter.
  • 34 funds opened new Ubiquiti positions in Q4 2023 and 26 closed out, a net change of +8 holders.
  • The largest Ubiquiti buyer in Q4 2023 was Morgan Stanley, an estimated $24.7M added.
  • The largest Ubiquiti seller in Q4 2023 was Renaissance Technologies, an estimated $5.7M sold.

Based on aggregated 13F filings for Q4 2023.