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Ubiquiti

218 hedge funds and large institutions have $1.3B invested in Ubiquiti in 2020 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 40 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 28

52% more capital invested

Capital invested by funds: $857M → $1.3B (+$446M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more funds holding

Funds holding: 183218 (+35)

0.65% less ownership

Funds ownership: 8.1%7.45% (-0.65%)

26% less call options, than puts

Call options by funds: $79M | Put options by funds: $107M

53% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 86

Holders
218
Holders Change
+35
Holders Change %
+19.13%
% of All Funds
3.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
63
Increased
40
Reduced
86
Closed
28
Calls
$79M
Puts
$107M
Net Calls
-$27.6M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$187M -$12.9M -55,900 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$155M -$75K -326 -0.1%
BlackRock
3
BlackRock
New York
$113M +$1.33M +5,780 +1%
DGI
4
Disciplined Growth Investors
Minnesota
$84.6M -$38.7M -168,155 -36%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$54.4M -$4.73M -20,577 -10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$52.9M -$10M -43,598 -19%
ACA
7
Anchor Capital Advisors
Massachusetts
$41.6M -$2.85M -12,402 -8%
SIM
8
SW Investment Management
Colorado
$36.2M +$29.9M +130,000 New
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$30.2M -$10.5M -45,643 -30%
Norges Bank
10
Norges Bank
Norway
$26.4M -$6.02M -26,177 -22%
State Street
11
State Street
Massachusetts
$24.9M -$232K -1,008 -1%
Goldman Sachs
12
Goldman Sachs
New York
$23.1M -$5.52M -23,976 -22%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$22.9M -$11.1M -48,393 -37%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$22.1M +$827K +3,593 +5%
HCM
15
Harspring Capital Management
New York
$19M -$5.66M -24,612 -27%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$16.9M +$11.1M +48,355 +389%
Morgan Stanley
17
Morgan Stanley
New York
$16.7M -$3.76M -16,357 -21%
Northern Trust
18
Northern Trust
Illinois
$16M -$634K -2,755 -5%
CIC
19
Carnegie Investment Counsel
Ohio
$15.6M -$47.8K -208 -0.4%
Man Group
20
Man Group
United Kingdom
$14M -$241K -1,048 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12.4M -$4.06M -17,651 -28%
N
22
Nuveen
North Carolina
$10.8M +$2.57M +11,159 +41%
Charles Schwab
23
Charles Schwab
California
$10.5M +$5.98K +26 +0.1%
LIM
24
Lagoda Investment Management
New York
$10.3M -$341K -1,481 -4%
PPA
25
Parametric Portfolio Associates
Washington
$10.3M +$599K +2,606 +8%

UI Hedge Fund Activity: Q4 2020 in Review

218 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ubiquiti (UI) for Q4 2020, worth a combined $1.3B — up 52% from $857M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new UI positions and 28 closed out — a net gain of 35 holders — while 40 added to existing stakes and 86 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $11.1M. The largest seller was Disciplined Growth Investors, cutting an estimated $38.7M.

  • 218 institutional investors held Ubiquiti (UI) as of Q4 2020, up from 183 in Q3 2020.
  • Funds reported $1.3B of Ubiquiti stock for Q4 2020, up 52% quarter-over-quarter.
  • 63 funds opened new Ubiquiti positions in Q4 2020 and 28 closed out, a net change of +35 holders.
  • The largest Ubiquiti buyer in Q4 2020 was Susquehanna International Group, an estimated $11.1M added.
  • The largest Ubiquiti seller in Q4 2020 was Disciplined Growth Investors, an estimated $38.7M sold.

Based on aggregated 13F filings for Q4 2020.