Ubiquiti
165 hedge funds and large institutions have $1.72B invested in Ubiquiti in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 32 increasing their positions, 70 reducing their positions, and 37 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more capital invested
Capital invested by funds: $1.5B → $1.72B (+$220M)
14% more call options, than puts
Call options by funds: $264M | Put options by funds: $231M
3% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 37
2% less funds holding
Funds holding: 168 → 165 (-3)
2.19% less ownership
Funds ownership: 33.24% → 31.05% (-2.2%)
54% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.48M |
| 2 |
HLC
Hunt Lane Capital
New York
|
+$4.39M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$4.22M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.01M |
| 5 |
Bank of New York Mellon
New York
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIM
Lagoda Investment Management
New York
|
-$21.7M |
| 2 |
BTP
Bloom Tree Partners
New York
|
-$20.2M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$16.8M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$13.1M |
| 5 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$10.3M |
UI Hedge Fund Activity: Q4 2017 in Review
165 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q4 2017, worth a combined $1.72B — up 15% from $1.5B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of UI and 36 opened new positions — a net loss of 1 holder — while 70 trimmed existing stakes and 32 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $6.48M. The largest seller was Lagoda Investment Management, cutting an estimated $21.7M.
- 165 institutional investors held Ubiquiti (UI) as of Q4 2017, down from 168 in Q3 2017.
- Funds reported $1.72B of Ubiquiti stock for Q4 2017, up 15% quarter-over-quarter.
- 36 funds opened new Ubiquiti positions in Q4 2017 and 37 closed out, a net change of -1 holder.
- The largest Ubiquiti buyer in Q4 2017 was Susquehanna International Group, an estimated $6.48M added.
- The largest Ubiquiti seller in Q4 2017 was Lagoda Investment Management, an estimated $21.7M sold.
Based on aggregated 13F filings for Q4 2017.