147 hedge funds and large institutions have $282M invested in Ubiquiti in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-9
Holders Change %
-5.77%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
54
Reduced
49
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
126
Huntington National Bank
Ohio
$3.94K -$1.51K -13 -28%
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$3.92K +$3.92K +34 New
CA
128
CoreCap Advisors
Michigan
$3.59K +$3.59K +31 New
LWANC
129
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.9K
N
130
Natixis
France
$2.9K
CQS
131
Credential Qtrade Securities
$2.9K
SAM
132
Smartleaf Asset Management
Massachusetts
$1.97K +$1.97K +17 New
JWA
133
JFS Wealth Advisors
Pennsylvania
$1.85K +$1.62K +14 +700%
GRP
134
Global Retirement Partners
California
$1.16K
AEPWM
135
Atlantic Edge Private Wealth Management
Florida
$1.16K
FMP
136
Financial Management Professionals
Texas
$1K
S
137
Sachetta
Massachusetts
$838
FFA
138
Farther Finance Advisors
California
$806 +$230 +2 +40%
PS
139
Principal Securities
Iowa
$695 +$695 +6 New
BIA
140
Bell Investment Advisors
California
$580
SS
141
Sunbelt Securities
Texas
$579
BGAI
142
Bruce G. Allen Investments
Colorado
$579
WIM
143
Westside Investment Management
California
$575
Allspring Global Investments
144
Allspring Global Investments
North Carolina
$463 -$1.74K -15 -79%
TFM
145
TFC Financial Management
Massachusetts
$348
First Manhattan
146
First Manhattan
New York
$231
PCM
147
Penserra Capital Management
California
-$5.7M -40,833 Closed
TI
148
Tidal Investments
Wisconsin
-$2.26M -16,211 Closed
BNP Paribas Asset Management
149
BNP Paribas Asset Management
France
-$1.95M -13,972 Closed
CCIA
150
Campbell & Co Investment Adviser
Maryland
-$1.53M -10,979 Closed