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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: 162207 (+45)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
EP
51
Edgestream Partners
New Jersey
$1.12M +$923K +5,054 New
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$1.08M +$29.2K +160 +3%
EGM
53
Engineers Gate Manager
New York
$1.02M +$230K +1,261 +38%
UBS Group
54
UBS Group
Switzerland
$942K -$309K -1,693 -28%
CIC
55
Carnegie Investment Counsel
Ohio
$932K -$319K -1,750 -29%
Mariner
56
Mariner
Kansas
$918K -$3.47K -19 -0.5%
Creative Planning
57
Creative Planning
Kansas
$889K +$249K +1,365 +52%
ANBT
58
American National Bank & Trust
Texas
$855K -$11K -60 -2%
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$842K +$636K +3,485 New
AG
60
Algert Global
California
$838K +$690K +3,779 New
IVP
61
Intrinsic Value Partners
Arizona
$822K -$1.09K -6 -0.2%
AWM
62
AE Wealth Management
Kansas
$821K +$676K +3,705 New
QCM
63
Quantinno Capital Management
New York
$814K +$321K +1,756 +92%
AllianceBernstein
64
AllianceBernstein
Tennessee
$805K -$913 -5 -0.1%
UBS AM
65
UBS AM
Illinois
$763K -$9.13K -50 -1%
WIC
66
Willis Investment Counsel
Georgia
$721K +$33.8K +185 +6%
JF
67
Jump Financial
Illinois
$712K -$948K -5,192 -62%
Aviva
68
Aviva
United Kingdom
$697K +$574K +3,144 New
PI
69
PGGM Investments
Netherlands
$667K
Wells Fargo
70
Wells Fargo
California
$657K +$64.4K +353 +14%
APA
71
Astoria Portfolio Advisors
New York
$648K
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$629K -$91.3K -500 -15%
CT
73
ClearAlpha Technologies
Connecticut
$627K +$516K +2,828 New
Verition Fund Management
74
Verition Fund Management
Connecticut
$626K +$516K +2,825 New
Deutsche Bank
75
Deutsche Bank
Germany
$621K

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.