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Ubiquiti
UI

Overview Fund Activity

199 hedge funds and large institutions have $581M invested in Ubiquiti in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 75 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
-8
Holders Change %
-3.86%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
42
Reduced
75
Closed
36
Calls
$12.1M
Puts
$16.5M
Net Calls
-$4.37M
Net Calls Change
-$3.63M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$22.6M
2
Norges Bank
Norges Bank
Norway
$12.9M
3
CSS
Cubist Systematic Strategies
Connecticut
$7.39M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$2.82M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$3.09M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$784K
2
Morgan Stanley
Morgan Stanley
New York
$14.9M
3
BlackRock
BlackRock
New York
$72.8M
4
Goldman Sachs
Goldman Sachs
New York
$9.6M
5
EAM
Erste Asset Management
Austria
$4.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Clearstead Advisors
Ohio
$5.98K – – –
WBC
177
West Branch Capital
Massachusetts
$4.62K – – –
CCA
178
Column Capital Advisors
Indiana
$4.08K – – –
WP
179
WealthPLAN Partners
Nebraska
$3.53K +$3.53K +13 New
FMP
180
Financial Management Professionals
Texas
$3K – – –
CI Investments Inc
181
CI Investments Inc
Ontario, Canada
$3K +$1.09K +4 +57%
VFA
182
Values First Advisors
Tennessee
$2.98K +$2.98K +11 New
HNB
183
Huntington National Bank
Ohio
$2.72K – – –
BWA
184
BDO Wealth Advisors
Florida
$2.72K – – –
SS
185
Sunbelt Securities
Texas
$2.65K +$2.65K +10 New
GRP
186
Global Retirement Partners
California
$2.29K +$2.29K +10 New
BWL
187
Bogart Wealth LLC
Virginia
$2.17K +$2.17K +8 New
LC
188
Lindbrook Capital
California
$1.9K – – –
GWS
189
Glassman Wealth Services
Virginia
$1.63K – – –
FFA
190
Farther Finance Advisors
California
$1.36K – – –
CFO
191
CVA Family Office
Colorado
$1.36K – – –
FCA
192
Fortis Capital Advisors
Kansas
$1.36K +$1.36K +5 New
JWA
193
JFS Wealth Advisors
Pennsylvania
$1.09K -$544 -2 -33%
PTC
194
Private Trust Company
Ohio
$1.09K – – –
PFBT
195
Parkside Financial Bank & Trust
Missouri
$544 – – –
First Manhattan
196
First Manhattan
New York
$543 – – –
IAIM
197
International Assets Investment Management
Florida
$543 +$543 +2 New
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
$400 +$15 +54 +4%
AAS
199
Ameritas Advisory Services
Nebraska
$272 +$272 +1 New
IA
200
IFP Advisors
Florida
$1 -$2K -8 Closed
6 7
8
9 10