Ubiquiti
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$24.7M |
| 2 |
Bank of New York Mellon
New York
|
+$10.4M |
| 3 |
Squarepoint
New York
|
+$10.2M |
| 4 |
SIM
SW Investment Management
Telluride,
Colorado
|
+$5.48M |
| 5 |
BlackRock
New York
|
+$4.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$5.7M |
| 2 |
Millennium Management
New York
|
-$3.31M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$3.22M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.53M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$2.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Group One Trading
Chicago,
Illinois
| – | -$202K | -1,393 | Closed |
|
|
ACM
177
Aquatic Capital Management
Chicago,
Illinois
| – | -$58K | -400 | Closed |
|
178
Point72 Asset Management
Stamford,
Connecticut
| – | -$58.1K | -400 | Closed |
|
|
PMEF
179
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$43K | -296 | Closed |
|
|
BTI
180
Blue Trust Inc
Alpharetta,
Georgia
| – | -$18K | -100 | Closed |
|
|
WTG
181
West Tower Group
Richmond,
Virginia
| – | -$7.7K | -53 | Closed |
|
|
CA
182
Clearstead Advisors
Cleveland,
Ohio
| – | -$3.49K | -24 | Closed |
|
|
AWA
183
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$2.76K | -19 | Closed |
|
|
WBC
184
West Branch Capital
Amherst,
Massachusetts
| – | -$2.47K | -17 | Closed |
|
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.