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Universal Technical Institute
UTI

98 hedge funds and large institutions have $114M invested in Universal Technical Institute in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.17% more ownership

Funds ownership: 66.67% → 68.84% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

11% less funds holding

Funds holding: 110 → 98 (-12)

25% less capital invested

Capital invested by funds: $151M → $114M (-$37.2M)

41% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 27

53% less call options, than puts

Call options by funds: $797K | Put options by funds: $1.71M

Holders
98
Holders Change
-12
Holders Change %
-10.91%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
33
Reduced
35
Closed
27
Calls
$797K
Puts
$1.71M
Net Calls
-$908K
Net Calls Change
-$1.28M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$4.21M
2
PCM
PenderFund Capital Management
British Columbia, Canada
+$3.46M
3
RCMC
RK Capital Management (Colorado)
Colorado
+$3.03M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$2.86M
5
PI
Putnam Investments
Massachusetts
+$2.28M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
-$4.79M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$2.98M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.5M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.49M
5
PPA
Parametric Portfolio Associates
Washington
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$828K -$284K -40,400 -20%
Squarepoint
27
Squarepoint
New York
$565K +$692K +98,429 +770%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$541K -$39.2K -5,571 -5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$524K +$725K +103,148 New
N
30
Nuveen
North Carolina
$515K +$3.34K +475 +0.5%
TA
31
Teton Advisors
New York
$488K -$127K -18,000 -16%
Wells Fargo
32
Wells Fargo
California
$471K +$250K +35,612 +62%
NISOA
33
National Investment Services of America
Wisconsin
$460K +$330K +46,894 +107%
Victory Capital Management
34
Victory Capital Management
Texas
$438K +$605K +86,154 New
First Trust Advisors
35
First Trust Advisors
Illinois
$398K +$551K +78,341 New
WPC
36
White Pine Capital
Minnesota
$382K +$28.6K +4,070 +6%
CHAM
37
Clear Harbor Asset Management
Connecticut
$374K – – –
Charles Schwab
38
Charles Schwab
California
$368K -$20.2K -2,878 -4%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$311K +$20.4K +2,900 +5%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$252K -$218K -31,050 -39%
GCA
41
Greenwood Capital Associates
South Carolina
$224K +$127K +18,007 +69%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$221K – – –
Ameriprise
43
Ameriprise
Minnesota
$218K +$18.4K +2,620 +6%
MFIM
44
Mesirow Financial Investment Management
Illinois
$215K +$25.9K +3,687 +10%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$214K -$61.6K -8,762 -17%
CAM
46
ClariVest Asset Management
California
$210K -$25.9K -3,686 -8%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$200K +$169K +24,100 +158%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$197K -$14K -1,990 -5%
PAM
49
Panagora Asset Management
Massachusetts
$194K +$157K +22,367 +142%
TRCT
50
Tower Research Capital (TRC)
New York
$192K +$254K +36,138 +2,209%
1
2
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UTI Hedge Fund Activity: Q3 2020 in Review

98 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q3 2020, worth a combined $114M — down 25% from $151M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UTI and 16 opened new positions — a net loss of 11 holders — while 35 trimmed existing stakes and 33 added.

The largest buyer was Goldman Sachs, adding an estimated $4.21M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $4.79M sold.

  • 98 institutional investors held Universal Technical Institute (UTI) as of Q3 2020, down from 110 in Q2 2020.
  • Funds reported $114M of Universal Technical Institute stock for Q3 2020, down 25% quarter-over-quarter.
  • 16 funds opened new Universal Technical Institute positions in Q3 2020 and 27 closed out, a net change of -11 holders.
  • The largest Universal Technical Institute buyer in Q3 2020 was Goldman Sachs, an estimated $4.21M added.
  • The largest Universal Technical Institute seller in Q3 2020 was Driehaus Capital Management, an estimated $4.79M sold.

Based on aggregated 13F filings for Q3 2020.