We are live on ! Find out more

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
AC
126
Aristides Capital
Kentucky
$213K +$175K +961 New
A
127
AlphaQuest
New York
$211K -$6.39K -35 -4%
AI
128
Atria Investments
North Carolina
$210K +$173K +946 New
DAM
129
Delta Asset Management
Tennessee
$202K +$548 +3 +0.3%
PA
130
Parallel Advisors
California
$148K +$79.6K +436 +187%
TRCT
131
Tower Research Capital (TRC)
New York
$147K +$121K +664 New
Citigroup
132
Citigroup
New York
$143K +$3.29K +18 +3%
HFM
133
Harvest Fund Management
China
$126K +$104K +570 New
LSA
134
Leonteq Securities AG
Switzerland
$125K -$8.21K -45 -7%
Legal & General Group
135
Legal & General Group
United Kingdom
$124K -$1.87M -10,243 -95%
QC
136
Quent Capital
New York
$117K +$183 +1 +0.2%
FG
137
Fairman Group
Pennsylvania
$83.1K
HMS
138
Hanseatic Management Services
New Mexico
$76K +$62.6K +343 New
National Bank of Canada
139
National Bank of Canada
Quebec, Canada
$70.3K -$6.02K -33 -9%
California State Teachers Retirement System (CalSTRS)
140
California State Teachers Retirement System (CalSTRS)
California
$67.4K
C
141
Covestor
United Kingdom
$59K -$148K -809 -75%
AB
142
Amalgamated Bank
New York
$57K
S
143
SignatureFD
Georgia
$56.3K +$5.66K +31 +14%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$53.2K -$141K -771 -76%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$51.6K +$15.7K +86 +59%
LC
146
Lindbrook Capital
California
$47.7K -$365 -2 -0.9%
RCM
147
Raleigh Capital Management
North Carolina
$47K +$38.7K +212 New
QCG
148
Quadrant Capital Group
Ohio
$44.8K
NC
149
nVerses Capital
Florida
$44.3K -$18.3K -100 -33%
CA
150
CoreCap Advisors
Michigan
$44.3K +$36.5K +200 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.