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Ubiquiti

244 hedge funds and large institutions have $2.23B invested in Ubiquiti in 2019 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 61 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 23

41% more capital invested

Capital invested by funds: $1.58B → $2.23B (+$645M)

18% more funds holding

Funds holding: 207244 (+37)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.1% less ownership

Funds ownership: 22.47%21.37% (-1.1%)

30% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 87

67% less call options, than puts

Call options by funds: $57.4M | Put options by funds: $175M

Holders
244
Holders Change
+37
Holders Change %
+17.87%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
62
Increased
61
Reduced
87
Closed
23
Calls
$57.4M
Puts
$175M
Net Calls
-$118M
Net Calls Change
-$60.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
AKRE Capital Management
Virginia
$401M
Vanguard Group
2
Vanguard Group
Pennsylvania
$239M +$2.68M +21,221 +1%
DGI
3
Disciplined Growth Investors
Minnesota
$231M -$2.27M -17,972 -1%
BlackRock
4
BlackRock
New York
$134M -$23.1K -183 -0%
Renaissance Technologies
5
Renaissance Technologies
New York
$117M +$18.7M +148,000 +23%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$69.9M +$55.6M +440,667 +1,697%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$68M -$476K -3,773 -0.8%
Norges Bank
8
Norges Bank
Norway
$52.7M
First Trust Advisors
9
First Trust Advisors
Illinois
$50.1M +$1.47M +11,615 +4%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$45.5M +$37.2M +295,064 +3,372%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$42.1M +$35.4M +280,889 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$36.7M +$693K +5,490 +2%
State Street
13
State Street
Massachusetts
$33.9M -$1.99M -15,782 -7%
Invesco
14
Invesco
Georgia
$30.1M +$10.6M +84,183 +72%
TCIM
15
TIAA CREF Investment Management
New York
$30.1M +$16.3M +129,022 +179%
State of Tennessee, Department of Treasury
16
State of Tennessee, Department of Treasury
Tennessee
$29.6M -$2.52M -20,000 -9%
Goldman Sachs
17
Goldman Sachs
New York
$25.8M +$1.47M +11,615 +7%
BP
18
Bandera Partners
New York
$23.4M
Deutsche Bank
19
Deutsche Bank
Germany
$22.6M +$7.69M +60,919 +67%
CAM
20
Claret Asset Management
Quebec, Canada
$21.2M -$1.01M -8,015 -5%
AQR Capital Management
21
AQR Capital Management
Connecticut
$19.4M +$10.4M +82,269 +173%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$18.9M +$847K +6,712 +6%
Ohio Public Employees Retirement System (OPERS)
23
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.8M +$1.39K +11 +0%
PCM
24
Penserra Capital Management
California
$17.7M -$250K -1,985 -2%
Charles Schwab
25
Charles Schwab
California
$17.1M +$837K +6,636 +6%

UI Hedge Fund Activity: Q1 2019 in Review

244 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q1 2019, worth a combined $2.23B — up 41% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new UI positions and 23 closed out — a net gain of 39 holders — while 61 added to existing stakes and 87 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $55.6M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $167M sold.

  • 244 institutional investors held Ubiquiti (UI) as of Q1 2019, up from 207 in Q4 2018.
  • Funds reported $2.23B of Ubiquiti stock for Q1 2019, up 41% quarter-over-quarter.
  • 62 funds opened new Ubiquiti positions in Q1 2019 and 23 closed out, a net change of +39 holders.
  • The largest Ubiquiti buyer in Q1 2019 was D.E. Shaw & Co, an estimated $55.6M added.
  • The largest Ubiquiti seller in Q1 2019 was EdgePoint Investment Group, an estimated $167M sold.

Based on aggregated 13F filings for Q1 2019.