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Universal Technical Institute
UTI

104 hedge funds and large institutions have $207M invested in Universal Technical Institute in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

16% more funds holding

Funds holding: 90 → 104 (+14)

5% more capital invested

Capital invested by funds: $198M → $207M (+$8.95M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.36% less ownership

Funds ownership: 83.6% → 82.24% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

66% less call options, than puts

Call options by funds: $108K | Put options by funds: $319K

Holders
104
Holders Change
+14
Holders Change %
+15.56%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
29
Reduced
36
Closed
3
Calls
$108K
Puts
$319K
Net Calls
-$211K
Net Calls Change
-$85K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.32M
2
Morgan Stanley
Morgan Stanley
New York
+$2.48M
3
BFA
BlackRock Fund Advisors
California
+$1.43M
4
RPAM
Rhenman & Partners Asset Management
Sweden
+$641K
5
BCM
Bridgeway Capital Management
Texas
+$611K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$6.59M
2
VVP
Vulcan Value Partners
Alabama
-$5.21M
3
DP
Dearborn Partners
Illinois
-$1.01M
4
SCM
Sterling Capital Management
North Carolina
-$772K
5
Citadel Advisors
Citadel Advisors
Florida
-$446K
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$1.06M – – –
Charles Schwab
27
Charles Schwab
California
$1.04M +$12.2K +1,159 +1%
RC
28
RBF Capital
California
$984K – – –
PPA
29
Parametric Portfolio Associates
Washington
$921K -$17.6K -1,672 -2%
TCIM
30
TIAA CREF Investment Management
New York
$913K -$39.8K -3,781 -4%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$896K +$314K +29,879 +49%
BCM
32
Bridgeway Capital Management
Texas
$875K +$611K +58,074 +188%
BIM
33
BlackRock Investment Management
Delaware
$813K -$7.42K -706 -0.8%
New York State Teachers Retirement System (NYSTRS)
34
New York State Teachers Retirement System (NYSTRS)
New York
$791K -$3.15K -300 -0.4%
Two Sigma Investments
35
Two Sigma Investments
New York
$616K +$482K +45,826 +272%
Deutsche Bank
36
Deutsche Bank
Germany
$612K +$373K +35,466 +132%
DP
37
Dearborn Partners
Illinois
$574K -$1.01M -96,464 -62%
First Trust Advisors
38
First Trust Advisors
Illinois
$557K +$114K +10,874 +24%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$483K – – –
Prudential Financial
40
Prudential Financial
New Jersey
$462K +$9.46K +900 +2%
Invesco
41
Invesco
Georgia
$455K -$31.9K -3,030 -6%
TC
42
TFS Capital
Pennsylvania
$452K +$483K +45,937 New
Comerica Bank
43
Comerica Bank
Texas
$414K +$224K +21,310 +103%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$411K +$171K +16,300 +64%
Millennium Management
45
Millennium Management
New York
$400K +$427K +40,642 New
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$395K – – –
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$393K +$1.8K +171 +0.4%
JP Morgan Chase
48
JP Morgan Chase
New York
$357K +$381K +36,199 New
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$350K +$375K +35,618 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$343K +$27.1K +2,575 +8%
1
2
3 4 5

UTI Hedge Fund Activity: Q4 2014 in Review

104 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2014, worth a combined $207M — up 4.5% from $198M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UTI positions and 3 closed out — a net gain of 16 holders — while 29 added to existing stakes and 36 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $3.32M. The largest seller was Royce & Associates, cutting an estimated $6.59M.

  • 104 institutional investors held Universal Technical Institute (UTI) as of Q4 2014, up from 90 in Q3 2014.
  • Funds reported $207M of Universal Technical Institute stock for Q4 2014, up 4.5% quarter-over-quarter.
  • 19 funds opened new Universal Technical Institute positions in Q4 2014 and 3 closed out, a net change of +16 holders.
  • The largest Universal Technical Institute buyer in Q4 2014 was T. Rowe Price Associates, an estimated $3.32M added.
  • The largest Universal Technical Institute seller in Q4 2014 was Royce & Associates, an estimated $6.59M sold.

Based on aggregated 13F filings for Q4 2014.