We are live on ! Find out more
UTI icon

Universal Technical Institute
UTI

100 hedge funds and large institutions have $185M invested in Universal Technical Institute in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $163M → $185M (+$21.9M)

2% more funds holding

Funds holding: 98 → 100 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.91% less ownership

Funds ownership: 75.56% → 73.65% (-1.9%)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
28
Reduced
36
Closed
6
Calls
$141K
Puts
–
Net Calls
+$141K
Net Calls Change
+$141K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$2.67M
2
PRCP
Pacific Ridge Capital Partners
Oregon
+$1.84M
3
Goldman Sachs
Goldman Sachs
New York
+$1.1M
4
CCM
Coliseum Capital Management
Connecticut
+$1.06M
5
Ameriprise
Ameriprise
Minnesota
+$875K

Top Sellers

1
PCM
PenderFund Capital Management
British Columbia, Canada
-$3.67M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.67M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.38M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.28M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$929K
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$1.75M -$1.38M -193,493 -45%
GI
27
GAMCO Investors
Connecticut
$1.62M – – –
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$1.46M -$1.28M -180,179 -48%
Deutsche Bank
29
Deutsche Bank
Germany
$1.43M -$234K -32,874 -14%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$1.29M -$929K -130,304 -43%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.04M -$20.7K -2,905 -2%
Prudential Financial
32
Prudential Financial
New Jersey
$987K -$510K -71,500 -35%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$906K -$154K -21,600 -15%
Ameriprise
34
Ameriprise
Minnesota
$906K +$875K +122,771 New
GCA
35
Greenwood Capital Associates
South Carolina
$843K -$20.7K -2,900 -2%
PCM
36
Perritt Capital Management
Illinois
$779K – – –
TA
37
Teton Advisors
New York
$701K – – –
First Trust Advisors
38
First Trust Advisors
Illinois
$668K +$52.8K +7,405 +9%
Charles Schwab
39
Charles Schwab
California
$665K +$5.09K +714 +0.8%
Citadel Advisors
40
Citadel Advisors
Florida
$653K +$631K +88,467 New
WC
41
Weil Company
California
$570K – – –
BMCM
42
Black Maple Capital Management
Wisconsin
$554K -$35.7K -5,000 -6%
Invesco
43
Invesco
Georgia
$548K +$166K +23,256 +46%
N
44
Nuveen
North Carolina
$492K – – –
MFIM
45
Mesirow Financial Investment Management
Illinois
$483K – – –
OFA
46
Oak Family Advisors
Illinois
$469K -$42.7K -5,982 -9%
PM
47
Pembroke Management
Quebec, Canada
$447K +$232K +32,576 +116%
SFI
48
Susquehanna Fundamental Investments
Pennsylvania
$377K -$133K -18,628 -27%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$322K +$16.4K +2,306 +6%
RIL
50
Rothschild Investment LLC
Illinois
$282K – – –
1
2
3 4 5

UTI Hedge Fund Activity: Q1 2023 in Review

100 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q1 2023, worth a combined $185M — up 13% from $163M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UTI positions and 6 closed out — a net gain of 3 holders — while 28 added to existing stakes and 36 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $2.67M. The largest seller was PenderFund Capital Management, exiting entirely with an estimated $3.67M sold.

  • 100 institutional investors held Universal Technical Institute (UTI) as of Q1 2023, up from 98 in Q4 2022.
  • Funds reported $185M of Universal Technical Institute stock for Q1 2023, up 13% quarter-over-quarter.
  • 9 funds opened new Universal Technical Institute positions in Q1 2023 and 6 closed out, a net change of +3 holders.
  • The largest Universal Technical Institute buyer in Q1 2023 was Boston Partners, an estimated $2.67M added.
  • The largest Universal Technical Institute seller in Q1 2023 was PenderFund Capital Management, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2023.