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Ubiquiti
UI

Overview Fund Activity

258 hedge funds and large institutions have $809M invested in Ubiquiti in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 70 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
+53
Holders Change %
+25.85%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
74
Increased
70
Reduced
73
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$37.6M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$32.9M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$20.5M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$8.62M
5
BlackRock
5
BlackRock
New York
$103M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$21.3M
2
SIM
2
SW Investment Management
Colorado
$89.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.7M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$11.4M
5
Squarepoint
5
Squarepoint
New York
$9.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
126
Cerity Partners
New York
$414K +$48.7K +161 +13%
OQS
127
Occudo Quantitative Strategies
Florida
$411K +$411K +1,239 New
Pathstone Holdings
128
Pathstone Holdings
New Jersey
$407K -$1.65K -5 -0.4%
Balyasny Asset Management
129
Balyasny Asset Management
Illinois
$406K -$3.68M -11,098 -90%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$401K +$44.5K +134 +12%
AC
131
AXQ Capital
New Jersey
$381K +$381K +1,148 New
MAM
132
Martingale Asset Management
Massachusetts
$373K +$373K +1,123 New
VOYA Investment Management
133
VOYA Investment Management
Georgia
$367K -$20.6K -62 -5%
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$365K – – –
M&T Bank
135
M&T Bank
New York
$364K -$13.3K -40 -4%
CG
136
Caprock Group
Idaho
$360K +$7.97K +24 +2%
MCM
137
Monument Capital Management
Virginia
$354K +$354K +1,065 New
BC
138
Burney Company
Virginia
$352K – – –
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$338K +$338K +1,019 New
VFA
140
Valeo Financial Advisors
Indiana
$332K – – –
WP
141
Woodline Partners
California
$330K +$330K +994 New
D.E. Shaw & Co
142
D.E. Shaw & Co
New York
$321K – – –
IPW
143
Impact Partnership Wealth
Georgia
$318K +$318K +957 New
ASN
144
Advisory Services Network
Georgia
$314K +$314K +946 New
CL
145
Choreo LLC
Illinois
$308K +$308K +919 New
DAM
146
Delta Asset Management
Tennessee
$302K +$332 +1 +0.1%
MFAM
147
Motley Fool Asset Management
Virginia
$295K +$295K +890 New
WMA
148
West Michigan Advisors
Michigan
$294K +$294K +885 New
Truist Financial
149
Truist Financial
North Carolina
$291K +$291K +877 New
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$284K +$284K +856 New
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