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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
Amundi
176
Amundi
France
$12.3K -$181K -992 -95%
CF
177
Corebridge Financial
Texas
$11.8K -$365 -2 -4%
BTI
178
Blue Trust Inc
Georgia
$11.7K +$14.6K +80 New
TWD
179
True Wealth Design
Ohio
$9.98K -$985K -5,394 -99%
CPA
180
Capital Performance Advisors
California
$9.98K +$8.21K +45 New
HI
181
Harbour Investments
Wisconsin
$9.53K +$7.85K +43 New
Allspring Global Investments
182
Allspring Global Investments
North Carolina
$9.31K -$15.2K -83 -66%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$7.54K
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.65K +$5.48K +30 New
ACA
185
Atlas Capital Advisors
Wyoming
$6.65K +$5.48K +30 New
AF
186
Aviso Financial
Ontario, Canada
$5.54K
N
187
Natixis
France
$5.54K
BIG
188
Brooklyn Investment Group
New York
$5.32K +$4.38K +24 New
DIP
189
DT Investment Partners
Pennsylvania
$5.32K +$4.38K +24 New
HWM
190
Hemington Wealth Management
Virginia
$5K +$3.47K +19 New
AS
191
Altshuler Shaham
Israel
$4.43K +$3.65K +20 New
S
192
Sachetta
Massachusetts
$3.99K +$913 +5 +38%
JWA
193
JFS Wealth Advisors
Pennsylvania
$3.55K
PFBT
194
Parkside Financial Bank & Trust
Missouri
$2.88K
AWM
195
Avior Wealth Management
Nebraska
$2.88K +$2.37K +13 New
PFG
196
Peterson Financial Group
Iowa
$2.45K +$2.01K +11 New
PA
197
Pineridge Advisors
Missouri
$2.22K +$1.83K +10 New
AEPWM
198
Atlantic Edge Private Wealth Management
Florida
$2.22K
GRP
199
Global Retirement Partners
California
$2.22K -$365 -2 -17%
FMP
200
Financial Management Professionals
Texas
$2K

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.