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Ubiquiti
UI

Overview Fund Activity

150 hedge funds and large institutions have $309M invested in Ubiquiti in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
-18
Holders Change %
-10.71%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
48
Reduced
53
Closed
32
Calls
$6.39M
Puts
$10.2M
Net Calls
-$3.79M
Net Calls Change
+$1.04M

Top Buyers

1
SIM
SW Investment Management
Colorado
$37.8M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$7.7M
3
PCM
Penserra Capital Management
California
$6.26M
4
Marshall Wace
Marshall Wace
United Kingdom
$4.31M
5
Charles Schwab
Charles Schwab
California
$4.49M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$42.4M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$0
3
Citadel Advisors
Citadel Advisors
Florida
$6.24M
4
First Trust Advisors
First Trust Advisors
Illinois
$9.81M
5
JF
Jump Financial
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
126
Quadrant Capital Group
Ohio
$5.81K +$1.6K +11 +38%
CA
127
Centerpoint Advisors
Massachusetts
$5K – – –
HNB
128
Huntington National Bank
Ohio
$3.63K -$2.91K -20 -44%
N
129
Natixis
France
$3.63K – – –
LWANC
130
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.63K – – –
AF
131
Allworth Financial
California
$3.49K +$1.45K +10 +71%
CA
132
Clearstead Advisors
Ohio
$3.49K +$3.49K +24 New
LC
133
Lindbrook Capital
California
$3.34K +$1.89K +13 +130%
AWA
134
Authentikos Wealth Advisory
California
$2.76K +$2.76K +19 New
GWS
135
Glassman Wealth Services
Virginia
$2.62K +$1.74K +12 +200%
WBC
136
West Branch Capital
Massachusetts
$2.47K – – –
CCA
137
Column Capital Advisors
Indiana
$2.18K – – –
PFBT
138
Parkside Financial Bank & Trust
Missouri
$1.6K +$1.45K +10 +1,000%
SS
139
Sunbelt Securities
Texas
$1.45K – – –
BIA
140
Bell Investment Advisors
California
$1.45K – – –
GRP
141
Global Retirement Partners
California
$1.34K – – –
Comerica Bank
142
Comerica Bank
Texas
$1.16K +$1.16K +8 New
CI Investments Inc
143
CI Investments Inc
Ontario, Canada
$1K -$833 -5 -45%
FMP
144
Financial Management Professionals
Texas
$1K – – –
FFA
145
Farther Finance Advisors
California
$727 -$145 -1 -17%
JWA
146
JFS Wealth Advisors
Pennsylvania
$582 – – –
PTC
147
Private Trust Company
Ohio
$581 – – –
Russell Investments Group
148
Russell Investments Group
United Kingdom
$436 -$1.45K -10 -77%
GI
149
Gradient Investments
Minnesota
$436 – – –
First Manhattan
150
First Manhattan
New York
$290 – – –
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6
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