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Ubiquiti
UI

Overview Fund Activity

198 hedge funds and large institutions have $626M invested in Ubiquiti in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 48 increasing their positions, 80 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
48
Reduced
80
Closed
35
Calls
$16.4M
Puts
$50.8M
Net Calls
-$34.4M
Net Calls Change
+$46.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$15.9M
2
CSS
Cubist Systematic Strategies
Connecticut
$3.13M
3
Squarepoint
Squarepoint
New York
$2.98M
4
American Century Companies
American Century Companies
Missouri
$2.15M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.7M

Top Sellers

1
LIP
Liontrust Investment Partners
United Kingdom
$0
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$14.5M
3
CIC
Carnegie Investment Counsel
Ohio
$2.64M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$8.42M
5
BA
Bridgewater Associates
Connecticut
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
176
Prospera Financial Services
Texas
$5K +$1.25K +5 +33%
EDRH
177
Edmond de Rothschild Holding
Switzerland
$5K +$5K +20 New
CCA
178
Column Capital Advisors
Indiana
$4K – – –
WBC
179
West Branch Capital
Massachusetts
$4K – – –
IA
180
IFP Advisors
Florida
$3K – – –
SFO
181
Standard Family Office
South Dakota
$3K +$3K +11 New
BIA
182
Bell Investment Advisors
California
$3K +$3K +14 New
LC
183
Lindbrook Capital
California
$2K -$2.57K -9 -56%
BWA
184
BDO Wealth Advisors
Florida
$2K – – –
FMP
185
Financial Management Professionals
Texas
$2K – – –
CFO
186
CVA Family Office
Colorado
$2K +$1K +5 +100%
SBL
187
Sargent Bickham Lagudis
Colorado
$2K +$2K +10 New
HNB
188
Huntington National Bank
Ohio
$2K +$2K +10 New
JWA
189
JFS Wealth Advisors
Pennsylvania
$1K -$833 -5 -45%
UB
190
UMB Bank
Missouri
$1K – – –
CAL
191
Capital Advisors Ltd
Ohio
$1K +$250 +1 +33%
GWS
192
Glassman Wealth Services
Virginia
$1K +$1K +4 New
PTC
193
Private Trust Company
Ohio
$1K +$1K +4 New
HFS
194
Heritage Financial Services
Massachusetts
$1K +$1K +5 New
Bessemer Group
195
Bessemer Group
New Jersey
$1K +$1K +6 New
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$255 -$12 -49 -5%
LIP
197
Liontrust Investment Partners
United Kingdom
– -$11.5M -39,500 Closed
Prudential Financial
198
Prudential Financial
New Jersey
– -$1.92M -6,601 Closed
GCP
199
GSA Capital Partners
United Kingdom
– -$1.3M -4,453 Closed
Axa
200
Axa
France
– -$728K -2,500 Closed
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