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183 hedge funds and large institutions have $1.37B invested in Ubiquiti in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

28.89% more ownership

Funds ownership: 0%28.89% (+29%)

9% more funds holding

Funds holding: 168183 (+15)

5% more capital invested

Capital invested by funds: $1.31B → $1.37B (+$65.2M)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

37% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $41.9M

Holders
183
Holders Change
+15
Holders Change %
+8.93%
% of All Funds
4.58%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
35
Increased
62
Reduced
61
Closed
19
Calls
$26.3M
Puts
$41.9M
Net Calls
-$15.6M
Net Calls Change
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$267M -$50.3M -922,047 -17%
ACM
2
AKRE Capital Management
Virginia
$155M
Vanguard Group
3
Vanguard Group
Pennsylvania
$111M +$888K +16,269 +0.9%
DGI
4
Disciplined Growth Investors
Minnesota
$69.5M -$398K -7,290 -0.6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$56.6M -$9.78M -179,286 -15%
BIT
6
BlackRock Institutional Trust
California
$55.1M +$8M +146,598 +18%
BFA
7
BlackRock Fund Advisors
California
$46.3M +$5.94M +108,794 +16%
Renaissance Technologies
8
Renaissance Technologies
New York
$43.6M +$6.19M +113,400 +18%
State of Tennessee, Department of Treasury
9
State of Tennessee, Department of Treasury
Tennessee
$40M -$1.14M -20,918 -3%
State Street
10
State Street
Massachusetts
$28.6M +$903K +16,542 +3%
Norges Bank
11
Norges Bank
Norway
$24.7M -$977K -17,901 -4%
LIM
12
Lagoda Investment Management
New York
$23.4M -$280K -5,135 -1%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$20.1M +$1.09M +20,054 +6%
BTW
14
Boston Trust Walden
Massachusetts
$19.8M -$724K -13,272 -4%
Northern Trust
15
Northern Trust
Illinois
$18.1M +$219K +4,006 +1%
JIM
16
Jupiter Investment Management
United Kingdom
$17.7M +$1.57M +28,690 +10%
OAM
17
Origin Asset Management
United Kingdom
$16.9M +$2.2M +40,300 +16%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$12.6M -$6.82M -124,941 -36%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$12.5M +$779K +14,287 +7%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$11.2M -$145K -2,650 -1%
NAP
21
New Amsterdam Partners
New York
$10.7M -$2M -36,693 -17%
SFM
22
Soros Fund Management
New York
$9.71M -$10.4M -191,435 -53%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$8.81M +$1.18M +21,590 +17%
Deutsche Bank
24
Deutsche Bank
Germany
$8.56M +$4.12M +75,486 +104%
JP Morgan Chase
25
JP Morgan Chase
New York
$8.34M -$3.99M -73,177 -34%

UI Hedge Fund Activity: Q4 2016 in Review

183 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q4 2016, worth a combined $1.37B — up 5% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UI positions and 19 closed out — a net gain of 16 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $8M. The largest seller was EdgePoint Investment Group, cutting an estimated $50.3M.

  • 183 institutional investors held Ubiquiti (UI) as of Q4 2016, up from 168 in Q3 2016.
  • Funds reported $1.37B of Ubiquiti stock for Q4 2016, up 5% quarter-over-quarter.
  • 35 funds opened new Ubiquiti positions in Q4 2016 and 19 closed out, a net change of +16 holders.
  • The largest Ubiquiti buyer in Q4 2016 was BlackRock Institutional Trust, an estimated $8M added.
  • The largest Ubiquiti seller in Q4 2016 was EdgePoint Investment Group, an estimated $50.3M sold.

Based on aggregated 13F filings for Q4 2016.