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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$329K +$122K +666 +81%
MML Investors Services
102
MML Investors Services
Massachusetts
$327K +$269K +1,476 New
EF
103
Empowered Funds
Pennsylvania
$323K +$266K +1,456 New
AFCM
104
Applied Finance Capital Management
Puerto Rico
$317K +$261K +1,430 New
EC
105
EntryPoint Capital
New York
$305K +$251K +1,374 New
AB
106
Atlas Brown
Kentucky
$302K +$248K +1,360 New
SOW
107
State of Wyoming
Wyoming
$299K +$44.2K +242 +22%
Jane Street
108
Jane Street
New York
$292K -$126K -689 -34%
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$274K +$225K +1,235 New
Tudor Investment Corp
110
Tudor Investment Corp
Connecticut
$270K +$222K +1,218 New
Cerity Partners
111
Cerity Partners
New York
$268K +$221K +1,208 New
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$266K +$219K +1,198 New
VOYA Investment Management
113
VOYA Investment Management
Georgia
$259K +$213K +1,169 New
M&T Bank
114
M&T Bank
New York
$252K +$207K +1,135 New
VI
115
Versor Investments
New York
$244K +$201K +1,100 New
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$244K +$201K +1,099 New
American Century Companies
117
American Century Companies
Missouri
$241K +$198K +1,085 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$236K -$195K -1,067 -50%
CG
119
Caprock Group
Idaho
$235K +$194K +1,061 New
BC
120
Burney Company
Virginia
$235K +$194K +1,060 New
RJFSA
121
Raymond James Financial Services Advisors
Florida
$230K +$190K +1,039 New
SAM
122
SP Asset Management
California
$222K +$183K +1,000 New
VFA
123
Valeo Financial Advisors
Indiana
$222K +$183K +1,000 New
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$215K +$177K +968 New
DCM
125
DGS Capital Management
New Jersey
$213K +$176K +962 New

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.