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260 hedge funds and large institutions have $809M invested in Ubiquiti in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 71 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 19

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

55% more capital invested

Capital invested by funds: $521M → $809M (+$288M)

26% more funds holding

Funds holding: 207260 (+53)

0.15% more ownership

Funds ownership: 3.89%4.03% (+0.15%)

3% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 73

Holders
260
Holders Change
+53
Holders Change %
+25.6%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
75
Increased
71
Reduced
73
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
126
Virtu Financial
New York
$419K +$380K +1,263 New
Cerity Partners
127
Cerity Partners
New York
$414K +$48.5K +161 +13%
OQS
128
Occudo Quantitative Strategies
Florida
$411K +$373K +1,239 New
Pathstone Holdings
129
Pathstone Holdings
New Jersey
$407K -$1.5K -5 -0.4%
Balyasny Asset Management
130
Balyasny Asset Management
Illinois
$406K -$3.34M -11,098 -90%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$401K +$40.3K +134 +12%
AC
132
AXQ Capital
New Jersey
$381K +$346K +1,148 New
MAM
133
Martingale Asset Management
Massachusetts
$373K +$338K +1,123 New
VOYA Investment Management
134
VOYA Investment Management
Georgia
$367K -$18.7K -62 -5%
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$365K
M&T Bank
136
M&T Bank
New York
$364K -$12K -40 -4%
CG
137
Caprock Group
Idaho
$360K +$7.23K +24 +2%
MCM
138
Monument Capital Management
Virginia
$354K +$321K +1,065 New
BC
139
Burney Company
Virginia
$352K
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$338K +$307K +1,019 New
VFA
141
Valeo Financial Advisors
Indiana
$332K
WP
142
Woodline Partners
California
$330K +$299K +994 New
D.E. Shaw & Co
143
D.E. Shaw & Co
New York
$321K
IPW
144
Impact Partnership Wealth
Georgia
$318K +$288K +957 New
ASN
145
Advisory Services Network
Georgia
$314K +$285K +946 New
CL
146
Choreo LLC
Illinois
$308K +$277K +919 New
DAM
147
Delta Asset Management
Tennessee
$302K +$301 +1 +0.1%
MFAM
148
Motley Fool Asset Management
Virginia
$295K +$268K +890 New
WMA
149
West Michigan Advisors
Michigan
$294K +$266K +885 New
Truist Financial
150
Truist Financial
North Carolina
$291K +$264K +877 New