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Ubiquiti

190 hedge funds and large institutions have $945M invested in Ubiquiti in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 85 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.1% less ownership

Funds ownership: 12.38%10.28% (-2.1%)

12% less funds holding

Funds holding: 216190 (-26)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less call options, than puts

Call options by funds: $51.3M | Put options by funds: $80M

38% less capital invested

Capital invested by funds: $1.52B → $945M (-$571M)

41% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 56

49% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 85

Holders
190
Holders Change
-26
Holders Change %
-12.04%
% of All Funds
4.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
33
Increased
43
Reduced
85
Closed
56
Calls
$51.3M
Puts
$80M
Net Calls
-$28.7M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DGI
1
Disciplined Growth Investors
Minnesota
$167M -$14.1M -92,230 -7%
Renaissance Technologies
2
Renaissance Technologies
New York
$105M +$18.3M +120,100 +19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$99.3M -$944K -6,183 -0.9%
BlackRock
4
BlackRock
New York
$69.9M +$1.18M +7,752 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$42.2M -$736K -4,823 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$40.3M -$4.74M -31,037 -10%
Norges Bank
7
Norges Bank
Norway
$31.4M -$13.1M -86,079 -28%
First Trust Advisors
8
First Trust Advisors
Illinois
$30M +$16.9M +110,550 +109%
ACA
9
Anchor Capital Advisors
Massachusetts
$24.5M -$3.8M -24,879 -13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$18.1M +$1.03M +6,753 +6%
Morgan Stanley
11
Morgan Stanley
New York
$17.2M -$16.3M -106,712 -47%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$16.4M -$17.4M -113,684 -49%
Goldman Sachs
13
Goldman Sachs
New York
$15.6M +$1.42M +9,327 +9%
State Street
14
State Street
Massachusetts
$14.9M -$1.33M -8,704 -8%
Ohio Public Employees Retirement System (OPERS)
15
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.3M -$817K -5,351 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$11.7M -$744K -4,871 -6%
Northern Trust
17
Northern Trust
Illinois
$10.7M +$1M +6,558 +10%
MC
18
Maverick Capital
Texas
$9.8M +$1.84M +12,051 +21%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.56M -$1.68M -10,987 -15%
Charles Schwab
20
Charles Schwab
California
$8.29M +$156K +1,024 +2%
ZCM
21
Ziegler Capital Management
Illinois
$8.11M +$8.74M +57,274 New
CIC
22
Carnegie Investment Counsel
Ohio
$7.8M +$587K +3,847 +8%
HCM
23
Harspring Capital Management
New York
$7.79M +$8.4M +55,000 New
Wells Fargo
24
Wells Fargo
California
$7.25M +$618K +4,046 +9%
CAM
25
Claret Asset Management
Quebec, Canada
$6.75M -$1.78M -11,678 -20%

UI Hedge Fund Activity: Q1 2020 in Review

190 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q1 2020, worth a combined $945M — down 38% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of UI and 33 opened new positions — a net loss of 23 holders — while 85 trimmed existing stakes and 43 added.

The largest buyer was Renaissance Technologies, adding an estimated $18.3M. The largest seller was D.E. Shaw & Co, cutting an estimated $27M.

  • 190 institutional investors held Ubiquiti (UI) as of Q1 2020, down from 216 in Q4 2019.
  • Funds reported $945M of Ubiquiti stock for Q1 2020, down 38% quarter-over-quarter.
  • 33 funds opened new Ubiquiti positions in Q1 2020 and 56 closed out, a net change of -23 holders.
  • The largest Ubiquiti buyer in Q1 2020 was Renaissance Technologies, an estimated $18.3M added.
  • The largest Ubiquiti seller in Q1 2020 was D.E. Shaw & Co, an estimated $27M sold.

Based on aggregated 13F filings for Q1 2020.