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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
SYBT
76
Stock Yards Bank & Trust
Kentucky
$267K +$50.4K +414 +28%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$264K +$40.2K +330 +21%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$259K +$36.1K +296 +19%
Treasurer of the State of North Carolina
79
Treasurer of the State of North Carolina
North Carolina
$257K +$2.44K +20 +1%
AssetMark Inc
80
AssetMark Inc
California
$253K +$51.2K +420 +30%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$243K +$5.85K +48 +3%
EAM
82
Empirical Asset Management
Massachusetts
$236K +$206K +1,689 New
Sumitomo Mitsui Trust Group
83
Sumitomo Mitsui Trust Group
Japan
$231K – – –
VOYA Investment Management
84
VOYA Investment Management
Georgia
$225K -$6.09K -50 -3%
CAM
85
Cresset Asset Management
Illinois
$216K +$188K +1,547 New
IWC
86
Integrated Wealth Concepts
Massachusetts
$209K +$11.9K +98 +7%
CS
87
Credit Suisse
Switzerland
$204K -$11.6K -95 -6%
Royal London Asset Management
88
Royal London Asset Management
United Kingdom
$177K -$44.6K -366 -22%
Wells Fargo
89
Wells Fargo
California
$175K -$11.6K -95 -7%
TRCT
90
Tower Research Capital (TRC)
New York
$171K -$29.4K -241 -16%
Amundi
91
Amundi
France
$170K – – –
Citigroup
92
Citigroup
New York
$157K +$56.5K +464 +70%
US Bancorp
93
US Bancorp
Minnesota
$150K +$30.3K +249 +30%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$131K +$34.4K +282 +43%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$126K -$73.6K -604 -40%
DAM
96
Delta Asset Management
Tennessee
$125K +$110K +899 New
LSA
97
Leonteq Securities AG
Switzerland
$107K +$40.6K +333 +77%
California State Teachers Retirement System (CalSTRS)
98
California State Teachers Retirement System (CalSTRS)
California
$96.2K -$28.6K -235 -25%
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$76K +$48.7K +400 +258%
QC
100
Quent Capital
New York
$70.9K +$24.7K +203 +67%
2 3
4
5 6

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.