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Universal Technical Institute
UTI

68 hedge funds and large institutions have $104M invested in Universal Technical Institute in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

51% more funds holding

Funds holding: 45 → 68 (+23)

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

20% more capital invested

Capital invested by funds: $87.1M → $104M (+$17.4M)

11% more call options, than puts

Call options by funds: $170K | Put options by funds: $153K

9.92% less ownership

Funds ownership: 62.76% → 52.84% (-9.9%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
68
Holders Change
+23
Holders Change %
+51.11%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
31
Increased
16
Reduced
12
Closed
7
Calls
$170K
Puts
$153K
Net Calls
+$17K
Net Calls Change
+$512K

Top Buyers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$4.15M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.16M
3
PWAM
Park West Asset Management
California
+$3.03M
4
RA
Royce & Associates
New York
+$1.05M
5
MHP
Manatuck Hill Partners
Connecticut
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
CCM
Coliseum Capital Management
Connecticut
-$19.6M
2
MVM
McClain Value Management
Connecticut
-$618K
3
BlackRock
BlackRock
New York
-$265K
4
WPC
White Pine Capital
Minnesota
-$158K
5
GI
GAMCO Investors
Connecticut
-$151K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$450K +$169K +28,107 +93%
CS
27
Credit Suisse
Switzerland
$445K +$348K +57,702 New
WPC
28
White Pine Capital
Minnesota
$441K -$158K -26,258 -31%
HP
29
Hound Partners
New York
$386K +$301K +50,000 New
SAM
30
Silverback Asset Management
North Carolina
$386K +$301K +50,000 New
BFM
31
Boothbay Fund Management
New York
$367K +$287K +47,597 New
Northern Trust
32
Northern Trust
Illinois
$357K -$1.24K -206 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
33
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$273K +$31.9K +5,300 +18%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$272K +$141K +23,327 +194%
MFIM
35
Mesirow Financial Investment Management
Illinois
$264K +$206K +34,190 New
OGC
36
One68 Global Capital
New York
$235K +$184K +30,498 New
NISOA
37
National Investment Services of America
Wisconsin
$233K +$182K +30,221 New
Bank of New York Mellon
38
Bank of New York Mellon
New York
$208K -$8.13K -1,350 -5%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$204K +$160K +26,513 New
6CM
40
683 Capital Management
New York
$195K +$152K +25,288 New
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$184K -$27.9K -4,638 -16%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$177K – – –
PA
43
Parallel Advisors
California
$171K – – –
CHAM
44
Clear Harbor Asset Management
Connecticut
$154K +$121K +20,000 New
State Street
45
State Street
Massachusetts
$151K +$41.4K +6,865 +54%
Goldman Sachs
46
Goldman Sachs
New York
$133K +$104K +17,216 New
EGM
47
Engineers Gate Manager
New York
$128K +$99.9K +16,580 New
AWCI
48
Alpine Woods Capital Investors
New York
$116K +$90.4K +15,007 New
AIM
49
Alambic Investment Management
California
$113K +$88.5K +14,689 New
CSS
50
Cubist Systematic Strategies
Connecticut
$108K +$84.7K +14,057 New
1
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UTI Hedge Fund Activity: Q4 2019 in Review

68 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2019, worth a combined $104M — up 20% from $87.1M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UTI positions and 7 closed out — a net gain of 24 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $4.15M. The largest seller was Coliseum Capital Management, exiting entirely with an estimated $19.6M sold.

  • 68 institutional investors held Universal Technical Institute (UTI) as of Q4 2019, up from 45 in Q3 2019.
  • Funds reported $104M of Universal Technical Institute stock for Q4 2019, up 20% quarter-over-quarter.
  • 31 funds opened new Universal Technical Institute positions in Q4 2019 and 7 closed out, a net change of +24 holders.
  • The largest Universal Technical Institute buyer in Q4 2019 was Polar Asset Management Partners, an estimated $4.15M added.
  • The largest Universal Technical Institute seller in Q4 2019 was Coliseum Capital Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q4 2019.