156 hedge funds and large institutions have $357M invested in Ubiquiti in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+6
Holders Change %
+4%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
61
Reduced
38
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$8.68K
AF
127
Allworth Financial
California
$7.68K +$4.33K +31 +129%
PWMG
128
Private Wealth Management Group
New Jersey
$7.12K +$7.12K +51 New
HNB
129
Huntington National Bank
Ohio
$6.56K +$3.07K +22 +88%
GI
130
GAMMA Investing
California
$6.29K +$6.29K +50 New
JWM
131
Janiczek Wealth Management
Colorado
$5.86K +$5.86K +42 New
CA
132
Centerpoint Advisors
Massachusetts
$5K
GWS
133
Glassman Wealth Services
Virginia
$4.75K +$2.23K +16 +89%
LWANC
134
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.49K
N
135
Natixis
France
$3.49K
CQS
136
Credential Qtrade Securities
$3.49K +$3.49K +25 New
PFBT
137
Parkside Financial Bank & Trust
Missouri
$3.21K +$1.68K +12 +109%
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.79K +$2.79K +20 New
Allspring Global Investments
139
Allspring Global Investments
North Carolina
$2.65K +$2.65K +19 New
VCM
140
Versant Capital Management
Arizona
$2.23K +$2.23K +16 New
AEPWM
141
Atlantic Edge Private Wealth Management
Florida
$1.4K +$1.4K +10 New
GRP
142
Global Retirement Partners
California
$1.26K
FMP
143
Financial Management Professionals
Texas
$1K
S
144
Sachetta
Massachusetts
$838 +$838 +6 New
SS
145
Sunbelt Securities
Texas
$698 -$698 -5 -50%
BIA
146
Bell Investment Advisors
California
$698 -$698 -5 -50%
FFA
147
Farther Finance Advisors
California
$698
BGAI
148
Bruce G. Allen Investments
Colorado
$698 +$698 +5 New
WIM
149
Westside Investment Management
California
$697 +$697 +5 New
PTC
150
Private Trust Company
Ohio
$558