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Ubiquiti
UI

158 hedge funds and large institutions have $358M invested in Ubiquiti in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 38

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

16% more capital invested

Capital invested by funds: $309M → $358M (+$48.2M)

5% more funds holding

Funds holding: 151 → 158 (+7)

0.72% more ownership

Funds ownership: 3.52% → 4.24% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
158
Holders Change
+7
Holders Change %
+4.64%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
62
Reduced
38
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$24.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.4M
3
Squarepoint
Squarepoint
New York
+$10.2M
4
SIM
SW Investment Management
Colorado
+$5.48M
5
BlackRock
BlackRock
New York
+$4.83M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$5.7M
2
Millennium Management
Millennium Management
New York
-$3.31M
3
Marshall Wace
Marshall Wace
United Kingdom
-$3.22M
4
AWM
AE Wealth Management
Kansas
-$2.53M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
151
Westside Investment Management
California
$697 +$609 +5 New
PTC
152
Private Trust Company
Ohio
$558 – – –
GI
153
Gradient Investments
Minnesota
$419 – – –
TFM
154
TFC Financial Management
Massachusetts
$419 +$365 +3 New
JWA
155
JFS Wealth Advisors
Pennsylvania
$280 -$244 -2 -50%
First Manhattan
156
First Manhattan
New York
$279 – – –
MCM
157
MV Capital Management
Maryland
$140 -$13.9K -114 -99%
CA
158
Crewe Advisors
Utah
$140 +$122 +1 New
Millennium Management
159
Millennium Management
New York
– -$3.31M -22,788 Closed
AWM
160
AE Wealth Management
Kansas
– -$2.53M -17,396 Closed
Balyasny Asset Management
161
Balyasny Asset Management
Illinois
– -$2.32M -15,983 Closed
WP
162
Woodline Partners
California
– -$923K -6,351 Closed
IMRF
163
Illinois Municipal Retirement Fund
Illinois
– -$791K -5,446 Closed
CSS
164
Cubist Systematic Strategies
Connecticut
– -$734K -5,051 Closed
D.E. Shaw & Co
165
D.E. Shaw & Co
New York
– -$558K -3,838 Closed
Chevy Chase Trust
166
Chevy Chase Trust
Maryland
– -$472K -3,250 Closed
OQS
167
Occudo Quantitative Strategies
Florida
– -$425K -2,923 Closed
Handelsbanken Fonder
168
Handelsbanken Fonder
Sweden
– -$328K -2,258 Closed
Walleye Trading
169
Walleye Trading
New York
– -$299K -2,061 Closed
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
– -$278K -1,914 Closed
DTL
171
Dynamic Technology Lab
Singapore
– -$233K -1,610 Closed
XT
172
XTX Topco
Cayman Islands
– -$226K -1,554 Closed
Walleye Capital
173
Walleye Capital
New York
– -$222K -1,528 Closed
Ameriprise
174
Ameriprise
Minnesota
– -$216K -1,485 Closed
RJFSA
175
Raymond James Financial Services Advisors
Florida
– -$213K -1,469 Closed
4 5 6
7
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UI Hedge Fund Activity: Q4 2023 in Review

158 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q4 2023, worth a combined $358M — up 16% from $309M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UI positions and 26 closed out — a net gain of 8 holders — while 62 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.7M. The largest seller was Renaissance Technologies, cutting an estimated $5.7M.

  • 158 institutional investors held Ubiquiti (UI) as of Q4 2023, up from 151 in Q3 2023.
  • Funds reported $358M of Ubiquiti stock for Q4 2023, up 16% quarter-over-quarter.
  • 34 funds opened new Ubiquiti positions in Q4 2023 and 26 closed out, a net change of +8 holders.
  • The largest Ubiquiti buyer in Q4 2023 was Morgan Stanley, an estimated $24.7M added.
  • The largest Ubiquiti seller in Q4 2023 was Renaissance Technologies, an estimated $5.7M sold.

Based on aggregated 13F filings for Q4 2023.