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Universal Technical Institute
UTI

82 hedge funds and large institutions have $126M invested in Universal Technical Institute in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

1.15% less ownership

Funds ownership: 65.93% → 64.78% (-1.1%)

8% less funds holding

Funds holding: 89 → 82 (-7)

10% less capital invested

Capital invested by funds: $140M → $126M (-$14.3M)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.4M

Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
35
Reduced
30
Closed
9
Calls
–
Puts
$1.4M
Net Calls
-$1.4M
Net Calls Change
-$1.02M

Top Buyers

Rank Fund Capital Flow
1
PCM
PenderFund Capital Management
British Columbia, Canada
+$4.16M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$3.73M
3
Victory Capital Management
Victory Capital Management
Texas
+$2.74M
4
PI
Putnam Investments
Massachusetts
+$840K
5
RCMC
RK Capital Management (Colorado)
Colorado
+$747K

Top Sellers

Rank Fund Capital Flow
1
2L
22NW LP
Washington
-$11.5M
2
MPAM
Monarch Partners Asset Management
Massachusetts
-$872K
3
Renaissance Technologies
Renaissance Technologies
New York
-$820K
4
Millennium Management
Millennium Management
New York
-$486K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$442K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teton Advisors
New York
$555K +$30.9K +5,000 +6%
GCA
27
Greenwood Capital Associates
South Carolina
$548K -$16.3K -2,643 -3%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$525K -$23.4K -3,791 -4%
Charles Schwab
29
Charles Schwab
California
$480K +$60K +9,710 +13%
First Trust Advisors
30
First Trust Advisors
Illinois
$478K +$41.9K +6,780 +9%
Two Sigma Investments
31
Two Sigma Investments
New York
$455K +$481K +77,935 New
WPC
32
White Pine Capital
Minnesota
$400K +$4.24K +687 +1%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$358K +$378K +61,253 New
CHAM
34
Clear Harbor Asset Management
Connecticut
$357K -$77.2K -12,500 -17%
BMCM
35
Black Maple Capital Management
Wisconsin
$353K +$154K +25,000 +70%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$351K – – –
MFIM
37
Mesirow Financial Investment Management
Illinois
$348K -$9.78K -1,583 -3%
JP Morgan Chase
38
JP Morgan Chase
New York
$307K +$123K +19,921 +61%
Invesco
39
Invesco
Georgia
$293K +$238K +38,528 +329%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$283K +$30.8K +4,981 +11%
Goldman Sachs
41
Goldman Sachs
New York
$271K +$42.7K +6,919 +18%
Wells Fargo
42
Wells Fargo
California
$262K -$208K -33,758 -43%
Bank of America
43
Bank of America
North Carolina
$250K +$112K +18,066 +73%
Morgan Stanley
44
Morgan Stanley
New York
$233K +$59.5K +9,637 +32%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$231K +$685 +111 +0.3%
Barclays
46
Barclays
United Kingdom
$228K +$184K +29,762 +320%
Squarepoint
47
Squarepoint
New York
$221K -$124K -20,050 -35%
Group One Trading
48
Group One Trading
Illinois
$179K +$98K +15,871 +107%
SDJVC
49
St. Denis J. Villere & Co
Louisiana
$175K +$61.7K +10,000 +50%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$152K – – –
1
2
3 4

UTI Hedge Fund Activity: Q1 2021 in Review

82 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q1 2021, worth a combined $126M — down 10% from $140M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UTI and 3 opened new positions — a net loss of 6 holders — while 30 trimmed existing stakes and 35 added.

The largest buyer was PenderFund Capital Management, adding an estimated $4.16M. The largest seller was 22NW LP, cutting an estimated $11.5M.

  • 82 institutional investors held Universal Technical Institute (UTI) as of Q1 2021, down from 89 in Q4 2020.
  • Funds reported $126M of Universal Technical Institute stock for Q1 2021, down 10% quarter-over-quarter.
  • 3 funds opened new Universal Technical Institute positions in Q1 2021 and 9 closed out, a net change of -6 holders.
  • The largest Universal Technical Institute buyer in Q1 2021 was PenderFund Capital Management, an estimated $4.16M added.
  • The largest Universal Technical Institute seller in Q1 2021 was 22NW LP, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2021.