205 hedge funds and large institutions have $511M invested in Ubiquiti in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+44
Holders Change %
+27.33%
% 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
53
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
76
Raymond James & Associates
Florida
$612K -$384K -1,733 -39%
SCM
77
Semanteon Capital Management
Massachusetts
$599K +$599K +2,703 New
ACM
78
Aquatic Capital Management
Illinois
$599K +$377K +1,700 +170%
AssetMark Inc
79
AssetMark Inc
California
$588K -$108K -485 -15%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$578K +$570K +2,571 +7,346%
EDRH
81
Edmond de Rothschild Holding
Switzerland
$554K -$44.3K -200 -7%
Dimensional Fund Advisors
82
Dimensional Fund Advisors
Texas
$554K +$85.4K +385 +18%
ACI
83
Alpha Cubed Investments
California
$531K -$88.7K -400 -14%
CAM
84
Cresset Asset Management
Illinois
$503K +$171K +772 +52%
XT
85
XTX Topco
Cayman Islands
$466K +$466K +2,101 New
IC
86
IEQ Capital
California
$457K +$118K +533 +35%
GWMR
87
GC Wealth Management RIA
Massachusetts
$443K -$216K -975 -33%
NL
88
NKCFO LLC
Illinois
$443K +$443K +2,000 New
CWP
89
Capital Wealth Planning
Florida
$437K +$437K +1,971 New
SYBT
90
Stock Yards Bank & Trust
Kentucky
$427K
Treasurer of the State of North Carolina
91
Treasurer of the State of North Carolina
North Carolina
$404K +$2.22K +10 +0.6%
BHCM
92
Brevan Howard Capital Management
Jersey
$395K +$395K +1,781 New
CIBC Asset Management
93
CIBC Asset Management
Ontario, Canada
$392K +$12.9K +58 +3%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$365K -$16.2K -73 -4%
Marshall Wace
95
Marshall Wace
United Kingdom
$354K -$972K -4,382 -73%
US Bancorp
96
US Bancorp
Minnesota
$341K +$12.6K +57 +4%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$335K -$16.9K -76 -5%
CI Investments Inc
98
CI Investments Inc
Ontario, Canada
$335K +$229K +1,034 +216%
DF
99
Donoghue Forlines
Massachusetts
$330K +$330K +1,490 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$329K +$147K +666 +81%