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Universal Technical Institute
UTI

104 hedge funds and large institutions have $184M invested in Universal Technical Institute in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

0% more funds holding

Funds holding: 104 → 104 (0)

10% less call options, than puts

Call options by funds: $232K | Put options by funds: $257K

4.79% less ownership

Funds ownership: 82.24% → 77.45% (-4.8%)

11% less capital invested

Capital invested by funds: $207M → $184M (-$22.4M)

Holders
104
Holders Change
–
Holders Change %
0%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
42
Reduced
33
Closed
8
Calls
$232K
Puts
$257K
Net Calls
-$25K
Net Calls Change
+$186K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$3.29M
2
HRCM
Hawk Ridge Capital Management
California
+$2.57M
3
ROC
Robertson Opportunity Capital
Texas
+$2.32M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.97M
5
Morgan Stanley
Morgan Stanley
New York
+$1.6M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$29.1M
2
RPAM
Rhenman & Partners Asset Management
Sweden
-$6.79M
3
RA
Royce & Associates
New York
-$2.18M
4
SCM
Sterling Capital Management
North Carolina
-$1.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$423K
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$1.28M +$28.1K +3,021 +2%
Two Sigma Investments
27
Two Sigma Investments
New York
$1.26M +$642K +69,064 +110%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$1.18M +$90.9K +9,785 +9%
RC
29
RBF Capital
California
$1.1M +$138K +14,889 +15%
Charles Schwab
30
Charles Schwab
California
$1.09M +$78.1K +8,404 +8%
BCM
31
Bridgeway Capital Management
Texas
$1.09M +$232K +25,000 +28%
NCM
32
Nantahala Capital Management
Connecticut
$1.06M +$1.02M +110,316 New
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$1.06M – – –
Two Sigma Advisers
34
Two Sigma Advisers
New York
$1.03M +$609K +65,500 +157%
MC
35
Menta Capital
California
$961K +$704K +75,750 +310%
TCIM
36
TIAA CREF Investment Management
New York
$856K -$33.8K -3,635 -4%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$855K -$18.4K -1,980 -2%
BIM
38
BlackRock Investment Management
Delaware
$806K +$11.9K +1,279 +2%
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$771K – – –
PPA
40
Parametric Portfolio Associates
Washington
$637K -$253K -27,275 -29%
First Trust Advisors
41
First Trust Advisors
Illinois
$637K +$90.3K +9,725 +17%
Invesco
42
Invesco
Georgia
$596K +$146K +15,769 +34%
NCCM
43
Nine Chapters Capital Management
New Jersey
$519K +$345K +37,100 +218%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$471K – – –
Prudential Financial
45
Prudential Financial
New Jersey
$462K +$11.1K +1,200 +3%
Goldman Sachs
46
Goldman Sachs
New York
$462K +$235K +25,317 +111%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$391K +$4.96K +534 +1%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$384K – – –
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$349K +$13.9K +1,500 +4%
JP Morgan Chase
50
JP Morgan Chase
New York
$310K -$36.2K -3,899 -11%
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UTI Hedge Fund Activity: Q1 2015 in Review

104 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q1 2015, worth a combined $184M — down 11% from $207M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UTI positions and 8 closed out — a net gain of 1 holder — while 42 added to existing stakes and 33 trimmed.

The largest buyer was Brandywine Global Investment Management, adding an estimated $3.29M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $29.1M sold.

  • 104 institutional investors held Universal Technical Institute (UTI) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $184M of Universal Technical Institute stock for Q1 2015, down 11% quarter-over-quarter.
  • 9 funds opened new Universal Technical Institute positions in Q1 2015 and 8 closed out, a net change of +1 holder.
  • The largest Universal Technical Institute buyer in Q1 2015 was Brandywine Global Investment Management, an estimated $3.29M added.
  • The largest Universal Technical Institute seller in Q1 2015 was Vulcan Value Partners, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2015.