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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
CAL
126
Capital Advisors Ltd
Ohio
$9K +$7.8K +64 +3,200%
AIG
127
American International Group
New York
$8.93K -$244 -2 -3%
SPIA
128
Steward Partners Investment Advisory
New York
$8.68K – – –
AF
129
Allworth Financial
California
$7.68K +$3.78K +31 +129%
PWMG
130
Private Wealth Management Group
New Jersey
$7.12K +$6.21K +51 New
HNB
131
Huntington National Bank
Ohio
$6.56K +$2.68K +22 +88%
GI
132
GAMMA Investing
California
$6.29K +$6.09K +50 New
JWM
133
Janiczek Wealth Management
Colorado
$5.86K +$5.12K +42 New
CA
134
Centerpoint Advisors
Massachusetts
$5K – – –
GWS
135
Glassman Wealth Services
Virginia
$4.75K +$1.95K +16 +89%
LWANC
136
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.49K – – –
N
137
Natixis
France
$3.49K – – –
CQS
138
Credential Qtrade Securities
$3.49K +$3.04K +25 New
PFBT
139
Parkside Financial Bank & Trust
Missouri
$3.21K +$1.46K +12 +109%
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.79K +$2.44K +20 New
Allspring Global Investments
141
Allspring Global Investments
North Carolina
$2.65K +$2.31K +19 New
VCM
142
Versant Capital Management
Arizona
$2.23K +$1.95K +16 New
AEPWM
143
Atlantic Edge Private Wealth Management
Florida
$1.4K +$1.22K +10 New
GRP
144
Global Retirement Partners
California
$1.26K – – –
FMP
145
Financial Management Professionals
Texas
$1K – – –
S
146
Sachetta
Massachusetts
$838 +$731 +6 New
BIA
147
Bell Investment Advisors
California
$698 -$609 -5 -50%
SS
148
Sunbelt Securities
Texas
$698 -$609 -5 -50%
FFA
149
Farther Finance Advisors
California
$698 – – –
BGAI
150
Bruce G. Allen Investments
Colorado
$698 +$609 +5 New
4 5
6
7 8

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.