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166 hedge funds and large institutions have $974M invested in Ubiquiti in 2016 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 47 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

70% more call options, than puts

Call options by funds: $31.3M | Put options by funds: $18.4M

11% more funds holding

Funds holding: 150166 (+16)

5% more capital invested

Capital invested by funds: $926M → $974M (+$47.9M)

18% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 57

Holders
166
Holders Change
+16
Holders Change %
+10.67%
% of All Funds
4.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
47
Reduced
57
Closed
20
Calls
$31.3M
Puts
$18.4M
Net Calls
+$12.9M
Net Calls Change
+$9.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$224M -$2.76M -74,365 -1%
ACM
2
AKRE Capital Management
Virginia
$104M
Vanguard Group
3
Vanguard Group
Pennsylvania
$72.8M +$1.96M +52,733 +3%
DGI
4
Disciplined Growth Investors
Minnesota
$47.2M +$447K +12,050 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$44.1M +$3.44M +92,770 +9%
BIT
6
BlackRock Institutional Trust
California
$32.7M +$7.07M +190,506 +29%
State of Tennessee, Department of Treasury
7
State of Tennessee, Department of Treasury
Tennessee
$30.9M
BFA
8
BlackRock Fund Advisors
California
$25.1M -$2.51M -67,578 -9%
THSP
9
Taube Hodson Stonex Partners
United Kingdom
$23M -$2.76M -74,336 -11%
Renaissance Technologies
10
Renaissance Technologies
New York
$19.7M +$13.4M +361,200 +242%
Bank of America
11
Bank of America
North Carolina
$19.5M -$10.5M -282,502 -36%
State Street
12
State Street
Massachusetts
$18.5M -$1.27M -34,090 -7%
Norges Bank
13
Norges Bank
Norway
$17.9M -$1.6M -43,235 -9%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$14.9M +$5.88M +158,354 +70%
BTW
15
Boston Trust Walden
Massachusetts
$13.8M -$3.56M -95,818 -21%
Northern Trust
16
Northern Trust
Illinois
$12M -$712K -19,187 -6%
Morgan Stanley
17
Morgan Stanley
New York
$12M -$37.1M -999,825 -76%
GAM
18
Gotham Asset Management
New York
$11.5M -$8.75M -235,673 -44%
TA
19
Teachers Advisors
New York
$11.4M +$858K +23,122 +8%
LIM
20
Lagoda Investment Management
New York
$11.1M +$212K +5,711 +2%
OAM
21
Origin Asset Management
United Kingdom
$9.76M +$9.09M +245,000 +3,267%
NAP
22
New Amsterdam Partners
New York
$9.31M -$547K -14,747 -6%
JP Morgan Chase
23
JP Morgan Chase
New York
$8.4M -$2.59M -69,794 -24%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$7.68M +$17.4K +469 +0.2%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$7.67M -$59.4K -1,600 -0.8%

UI Hedge Fund Activity: Q2 2016 in Review

166 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q2 2016, worth a combined $974M — up 5.2% from $926M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UI positions and 20 closed out — a net gain of 17 holders — while 47 added to existing stakes and 57 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $13.4M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $70.3M.

  • 166 institutional investors held Ubiquiti (UI) as of Q2 2016, up from 150 in Q1 2016.
  • Funds reported $974M of Ubiquiti stock for Q2 2016, up 5.2% quarter-over-quarter.
  • 37 funds opened new Ubiquiti positions in Q2 2016 and 20 closed out, a net change of +17 holders.
  • The largest Ubiquiti buyer in Q2 2016 was Renaissance Technologies, an estimated $13.4M added.
  • The largest Ubiquiti seller in Q2 2016 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $70.3M sold.

Based on aggregated 13F filings for Q2 2016.