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
Jones Financial Companies
151
Jones Financial Companies
Missouri
$38K +$22.5K +123 +246%
MIM
152
MetLife Investment Management
New Jersey
$34.8K -$548 -3 -2%
ACM
153
Aster Capital Management
United Arab Emirates
$34.8K +$28.7K +157 New
SIS
154
Sound Income Strategies
Florida
$30.8K
SCM
155
Sterling Capital Management
North Carolina
$28.6K +$23.5K +129 New
HNB
156
Huntington National Bank
Ohio
$27.7K +$16.6K +91 +268%
PS
157
Principal Securities
Iowa
$26.8K +$22.1K +121 New
NECFA
158
New England Capital Financial Advisors
Connecticut
$23.4K
AF
159
Allworth Financial
California
$18.6K +$2.19K +12 +17%
FFA
160
Farther Finance Advisors
California
$18.4K +$13.9K +76 +1,086%
CAL
161
Capital Advisors Ltd
Ohio
$18K
GI
162
GAMMA Investing
California
$18K +$6.75K +37 +84%
PTC
163
Private Trust Company
Ohio
$17.7K
VWM
164
Venturi Wealth Management
Texas
$16.9K +$9.86K +54 +245%
SPIA
165
Steward Partners Investment Advisory
New York
$16.8K
TWC
166
TD Waterhouse Canada
Ontario, Canada
$16.7K
IA
167
IFP Advisors
Florida
$16.6K
PWMG
168
Private Wealth Management Group
New Jersey
$16.6K
SAM
169
Smartleaf Asset Management
Massachusetts
$16.3K +$8.58K +47 +174%
GM
170
GeoWealth Management
Illinois
$15.3K +$12.6K +69 New
FP
171
Financial Perspectives
Minnesota
$14.9K
Comerica Bank
172
Comerica Bank
Texas
$14.2K
ETC
173
Exchange Traded Concepts
Oklahoma
$14K +$11.5K +63 New
EWA
174
EverSource Wealth Advisors
Alabama
$13.5K +$2.92K +16 +36%
FHA
175
First Horizon Advisors
Tennessee
$13.3K +$11K +60 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.