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Ubiquiti
UI

Overview Fund Activity

205 hedge funds and large institutions have $511M invested in Ubiquiti in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+44
Holders Change %
+27.33%
% 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
53
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIM
1
Zacks Investment Management
Illinois
$8.89M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$7.03M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$10.9M
4
SIM
4
SW Investment Management
Colorado
$71M
5
Barclays
5
Barclays
United Kingdom
$2.96M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.5M
2
Voloridge Investment Management
2
Voloridge Investment Management
Florida
$0
3
BlackRock
3
BlackRock
New York
$62.9M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$12.9M
5
Bank of America
5
Bank of America
North Carolina
$5.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
176
Blue Trust Inc
Georgia
$11.7K +$11.7K +80 New
TWD
177
True Wealth Design
Ohio
$9.98K -$1.2M -5,394 -99%
CPA
178
Capital Performance Advisors
California
$9.98K +$9.98K +45 New
HI
179
Harbour Investments
Wisconsin
$9.53K +$9.53K +43 New
Allspring Global Investments
180
Allspring Global Investments
North Carolina
$9.31K -$18.4K -83 -66%
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$7.54K – – –
FDCDDQ
182
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.65K +$6.65K +30 New
ACA
183
Atlas Capital Advisors
Wyoming
$6.65K +$6.65K +30 New
AF
184
Aviso Financial
Ontario, Canada
$5.54K – – –
N
185
Natixis
France
$5.54K – – –
DIP
186
DT Investment Partners
Pennsylvania
$5.32K +$5.32K +24 New
BIG
187
Brooklyn Investment Group
New York
$5.32K +$5.32K +24 New
HWM
188
Hemington Wealth Management
Virginia
$5K +$5K +19 New
AS
189
Altshuler Shaham
Israel
$4.43K +$4.43K +20 New
S
190
Sachetta
Massachusetts
$3.99K +$1.11K +5 +38%
JWA
191
JFS Wealth Advisors
Pennsylvania
$3.55K – – –
PFBT
192
Parkside Financial Bank & Trust
Missouri
$2.88K – – –
AWM
193
Avior Wealth Management
Nebraska
$2.88K +$2.88K +13 New
PFG
194
Peterson Financial Group
Iowa
$2.45K +$2.45K +11 New
PA
195
Pineridge Advisors
Missouri
$2.22K +$2.22K +10 New
AEPWM
196
Atlantic Edge Private Wealth Management
Florida
$2.22K – – –
GRP
197
Global Retirement Partners
California
$2.22K -$443 -2 -17%
FMP
198
Financial Management Professionals
Texas
$2K – – –
SS
199
Sunbelt Securities
Texas
$1.77K +$665 +3 +60%
BIA
200
Bell Investment Advisors
California
$1.11K – – –
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8
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