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Universal Technical Institute
UTI

110 hedge funds and large institutions have $151M invested in Universal Technical Institute in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

30% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $1.25M

29% more funds holding

Funds holding: 85 → 110 (+25)

25% more capital invested

Capital invested by funds: $121M → $151M (+$30.3M)

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

4.3% more ownership

Funds ownership: 62.37% → 66.67% (+4.3%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
110
Holders Change
+25
Holders Change %
+29.41%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
35
Reduced
30
Closed
13
Calls
$1.62M
Puts
$1.25M
Net Calls
+$370K
Net Calls Change
+$277K

Top Buyers

1
BlackRock
BlackRock
New York
+$9.26M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$3.31M
3
State Street
State Street
Massachusetts
+$1.99M
4
Northern Trust
Northern Trust
Illinois
+$1.85M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.17M

Top Sellers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
-$1.92M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.71M
3
Millennium Management
Millennium Management
New York
-$1.63M
4
PWAM
Park West Asset Management
California
-$1.56M
5
EI
EAM Investors
California
-$1.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSL
26
Mackay Shields LLC
New York
$1.02M +$965K +147,100 New
MVM
27
McClain Value Management
Connecticut
$951K -$122K -18,632 -12%
MPAM
28
Monarch Partners Asset Management
Massachusetts
$917K -$90.3K -13,755 -9%
Invesco
29
Invesco
Georgia
$799K +$755K +114,985 New
TA
30
Teton Advisors
New York
$792K -$59.1K -9,000 -7%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$779K +$430K +65,467 +140%
N
32
Nuveen
North Carolina
$702K +$663K +100,945 New
RCMC
33
RK Capital Management (Colorado)
Colorado
$596K +$563K +85,800 New
Neuberger Berman Group
34
Neuberger Berman Group
New York
$560K -$49.1K -7,475 -8%
Goldman Sachs
35
Goldman Sachs
New York
$548K -$160K -24,421 -24%
Charles Schwab
36
Charles Schwab
California
$523K +$408K +62,170 +476%
CHAM
37
Clear Harbor Asset Management
Connecticut
$512K -$9.19K -1,400 -2%
WPC
38
White Pine Capital
Minnesota
$494K +$22.4K +3,408 +5%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$416K +$4.02K +613 +1%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$406K +$146K +22,300 +62%
Wells Fargo
41
Wells Fargo
California
$396K +$191K +29,088 +104%
GC
42
Gratia Capital
California
$355K -$56.6K -8,617 -14%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$354K +$24.7K +3,764 +8%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$332K +$313K +47,700 New
CAM
45
ClariVest Asset Management
California
$312K -$21.2K -3,235 -7%
NISOA
46
National Investment Services of America
Wisconsin
$304K +$91.1K +13,878 +46%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$302K +$286K +43,505 New
Russell Investments Group
48
Russell Investments Group
United Kingdom
$282K -$17.9K -2,726 -6%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$282K +$266K +40,600 New
Ameriprise
50
Ameriprise
Minnesota
$280K +$123K +18,733 +87%
1
2
3 4 5

UTI Hedge Fund Activity: Q2 2020 in Review

110 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q2 2020, worth a combined $151M — up 25% from $121M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UTI positions and 13 closed out — a net gain of 25 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $9.26M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $1.92M sold.

  • 110 institutional investors held Universal Technical Institute (UTI) as of Q2 2020, up from 85 in Q1 2020.
  • Funds reported $151M of Universal Technical Institute stock for Q2 2020, up 25% quarter-over-quarter.
  • 38 funds opened new Universal Technical Institute positions in Q2 2020 and 13 closed out, a net change of +25 holders.
  • The largest Universal Technical Institute buyer in Q2 2020 was BlackRock, an estimated $9.26M added.
  • The largest Universal Technical Institute seller in Q2 2020 was Polar Asset Management Partners, an estimated $1.92M sold.

Based on aggregated 13F filings for Q2 2020.