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Ubiquiti

183 hedge funds and large institutions have $857M invested in Ubiquiti in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 74 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.87% less ownership

Funds ownership: 8.97%8.1% (-0.87%)

12% less funds holding

Funds holding: 208183 (-25)

14% less capital invested

Capital invested by funds: $998M → $857M (-$140M)

24% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 74

47% less call options, than puts

Call options by funds: $46.4M | Put options by funds: $87M

54% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 46

Holders
183
Holders Change
-25
Holders Change %
-12.02%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
56
Reduced
74
Closed
46
Calls
$46.4M
Puts
$87M
Net Calls
-$40.5M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
101
Los Angeles Capital Management
California
$500K -$1.02M -5,783 -66%
Bank of Nova Scotia
102
Bank of Nova Scotia
Ontario, Canada
$496K +$63.6K +361 +14%
ECM
103
ExodusPoint Capital Management
New York
$486K -$457K -2,592 -47%
Wolverine Trading
104
Wolverine Trading
Illinois
$483K +$515K +2,919 New
Prudential Financial
105
Prudential Financial
New Jersey
$476K -$82.9K -470 -14%
UBS Group
106
UBS Group
Switzerland
$469K -$4.58K -26 -0.9%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$453K -$56.1K -318 -10%
CIBC Asset Management
108
CIBC Asset Management
Ontario, Canada
$427K +$11.3K +64 +3%
LWAC
109
Laurel Wealth Advisors (California)
California
$427K +$52.9K +300 +13%
AAM
110
Advisors Asset Management
Colorado
$417K -$43.9K -249 -9%
HIM
111
Hillsdale Investment Management
Ontario, Canada
$417K +$441K +2,500 New
SC
112
Sepio Capital
Utah
$397K -$442K -2,507 -51%
Parallax Volatility Advisers
113
Parallax Volatility Advisers
California
$368K -$236K -1,338 -38%
IMRF
114
Illinois Municipal Retirement Fund
Illinois
$346K +$366K +2,078 New
SP
115
Symmetry Partners
Connecticut
$340K +$123K +696 +52%
FHA
116
First Horizon Advisors
Tennessee
$333K
PRC
117
Pearl River Capital
Michigan
$325K -$221K -1,251 -39%
KAS
118
Kestra Advisory Services
Texas
$324K +$4.05K +23 New
AII
119
AGF Investments Inc
Ontario, Canada
$318K +$46.2K +262 +16%
AG
120
AlphaSimPlex Group
Massachusetts
$316K +$97.1K +551 +41%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$307K -$18K -102 -5%
URS
122
Utah Retirement Systems
Utah
$284K
Jane Street
123
Jane Street
New York
$272K +$288K +1,633 New
B
124
Barings
North Carolina
$268K +$283K +1,608 New
CIC
125
Crawford Investment Counsel
Georgia
$267K

UI Hedge Fund Activity: Q3 2020 in Review

183 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q3 2020, worth a combined $857M — down 14% from $998M a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of UI and 21 opened new positions — a net loss of 25 holders — while 74 trimmed existing stakes and 56 added.

The largest buyer was UBS AM, adding an estimated $5.86M. The largest seller was Vanguard Group, cutting an estimated $15.2M.

  • 183 institutional investors held Ubiquiti (UI) as of Q3 2020, down from 208 in Q2 2020.
  • Funds reported $857M of Ubiquiti stock for Q3 2020, down 14% quarter-over-quarter.
  • 21 funds opened new Ubiquiti positions in Q3 2020 and 46 closed out, a net change of -25 holders.
  • The largest Ubiquiti buyer in Q3 2020 was UBS AM, an estimated $5.86M added.
  • The largest Ubiquiti seller in Q3 2020 was Vanguard Group, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2020.