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Universal Technical Institute
UTI

101 hedge funds and large institutions have $216M invested in Universal Technical Institute in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,337% more call options, than puts

Call options by funds: $934K | Put options by funds: $65K

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $178M → $216M (+$37.4M)

4% more funds holding

Funds holding: 97 → 101 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.15% less ownership

Funds ownership: 75.64% → 75.49% (-0.15%)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.6%
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
33
Closed
4
Calls
$934K
Puts
$65K
Net Calls
+$869K
Net Calls Change
+$762K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.41M
2
EI
EAM Investors
California
+$1.45M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$1.01M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$956K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$620K

Top Sellers

1
PWAM
Park West Asset Management
California
-$1.94M
2
Deutsche Bank
Deutsche Bank
Germany
-$1.38M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$1.27M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$665K
5
First Trust Advisors
First Trust Advisors
Illinois
-$631K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
26
GAMCO Investors
Connecticut
$1.84M – – –
EI
27
EAM Investors
California
$1.56M +$1.45M +185,857 New
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$1.41M +$956K +122,722 +269%
EF
29
Empowered Funds
Pennsylvania
$1.33M +$101K +12,956 +9%
Ameriprise
30
Ameriprise
Minnesota
$1.07M -$8.85K -1,137 -0.9%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$961K -$303K -38,889 -25%
GCA
32
Greenwood Capital Associates
South Carolina
$915K -$13.6K -1,750 -2%
PCM
33
Perritt Capital Management
Illinois
$884K – – –
TA
34
Teton Advisors
New York
$796K – – –
Invesco
35
Invesco
Georgia
$763K +$154K +19,826 +28%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$755K -$16.4K -2,100 -2%
Charles Schwab
37
Charles Schwab
California
$743K – – –
WC
38
Weil Company
California
$715K +$4.18K +537 +0.6%
KCM
39
Kennedy Capital Management
Missouri
$624K +$13.6K +1,751 +2%
BMCM
40
Black Maple Capital Management
Wisconsin
$585K – – –
N
41
Nuveen
North Carolina
$522K -$34.6K -4,446 -7%
PM
42
Pembroke Management
Quebec, Canada
$507K – – –
OFA
43
Oak Family Advisors
Illinois
$489K -$51.5K -6,616 -10%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$434K +$283K +36,357 +236%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$412K -$1.22K -156 -0.3%
CCM
46
Channing Capital Management
Illinois
$400K – – –
MFIM
47
Mesirow Financial Investment Management
Illinois
$330K -$84.4K -10,845 -22%
RIL
48
Rothschild Investment LLC
Illinois
$319K -$3.6K -462 -1%
Wells Fargo
49
Wells Fargo
California
$317K -$43.9K -5,641 -13%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$316K +$4.2K +540 +1%
1
2
3 4 5

UTI Hedge Fund Activity: Q3 2023 in Review

101 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q3 2023, worth a combined $216M — up 21% from $178M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UTI positions and 4 closed out — a net gain of 5 holders — while 28 added to existing stakes and 33 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.41M. The largest seller was Park West Asset Management, cutting an estimated $1.94M.

  • 101 institutional investors held Universal Technical Institute (UTI) as of Q3 2023, up from 97 in Q2 2023.
  • Funds reported $216M of Universal Technical Institute stock for Q3 2023, up 21% quarter-over-quarter.
  • 9 funds opened new Universal Technical Institute positions in Q3 2023 and 4 closed out, a net change of +5 holders.
  • The largest Universal Technical Institute buyer in Q3 2023 was Vanguard Group, an estimated $2.41M added.
  • The largest Universal Technical Institute seller in Q3 2023 was Park West Asset Management, an estimated $1.94M sold.

Based on aggregated 13F filings for Q3 2023.