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Universal Technical Institute
UTI

130 hedge funds and large institutions have $535M invested in Universal Technical Institute in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,816% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $25K

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

148% more capital invested

Capital invested by funds: $216M → $535M (+$320M)

49.91% more ownership

Funds ownership: 75.49% → 125.4% (+50%)

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

29% more funds holding

Funds holding: 101 → 130 (+29)

Holders
130
Holders Change
+29
Holders Change %
+28.71%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
35
Increased
44
Reduced
32
Closed
6
Calls
$2.73M
Puts
$25K
Net Calls
+$2.7M
Net Calls Change
+$1.83M

Top Buyers

1
CCM
Coliseum Capital Management
Connecticut
+$125M
2
WU
Washington University
Missouri
+$29.1M
3
Morgan Stanley
Morgan Stanley
New York
+$11.9M
4
Invesco
Invesco
Georgia
+$3.03M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.84M

Top Sellers

1
PMG
Private Management Group
California
-$6.06M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$3.91M
3
PWAM
Park West Asset Management
California
-$3.67M
4
AI
Acuitas Investments
Washington
-$2.54M
5
Goldman Sachs
Goldman Sachs
New York
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$3.61M +$2.84M +279,993 +3,212%
Boston Partners
27
Boston Partners
Massachusetts
$3.52M -$264K -26,046 -8%
Millennium Management
28
Millennium Management
New York
$3.41M +$2.76M +272,471 New
Two Sigma Advisers
29
Two Sigma Advisers
New York
$3.16M +$1.65M +162,300 +180%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$3.12M +$818K +80,689 +48%
GI
31
GAMCO Investors
Connecticut
$2.67M -$65.9K -6,500 -3%
Marshall Wace
32
Marshall Wace
United Kingdom
$2.61M +$2.12M +208,744 New
Victory Capital Management
33
Victory Capital Management
Texas
$2.39M -$883K -87,083 -31%
EF
34
Empowered Funds
Pennsylvania
$2.19M +$160K +15,744 +10%
Two Sigma Investments
35
Two Sigma Investments
New York
$2.12M +$1.56M +153,573 +976%
Ameriprise
36
Ameriprise
Minnesota
$1.86M +$211K +20,845 +16%
Connor, Clark & Lunn Investment Management (CC&L)
37
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.38M +$786K +77,490 +239%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$1.33M -$86K -8,475 -7%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$1.29M +$785K +77,419 +302%
GCA
40
Greenwood Capital Associates
South Carolina
$1.28M -$73.6K -7,260 -7%
CastleKeep Investment Advisors
41
CastleKeep Investment Advisors
Connecticut
$1.18M +$955K +94,135 New
Charles Schwab
42
Charles Schwab
California
$1.12M +$5.2K +513 +0.6%
PCM
43
Perritt Capital Management
Illinois
$1.08M -$193K -19,000 -18%
TA
44
Teton Advisors
New York
$1.02M -$137K -13,500 -14%
KCM
45
Kennedy Capital Management
Missouri
$950K +$13.4K +1,326 +2%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$949K +$769K +75,800 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$946K +$242K +23,834 +46%
EI
48
EAM Investors
California
$938K -$1.13M -110,926 -60%
WC
49
Weil Company
California
$818K -$203K -20,000 -23%
N
50
Nuveen
North Carolina
$780K – – –
1
2
3 4 5

UTI Hedge Fund Activity: Q4 2023 in Review

130 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2023, worth a combined $535M — up 148% from $216M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UTI positions and 6 closed out — a net gain of 29 holders — while 44 added to existing stakes and 32 trimmed.

The largest buyer was Coliseum Capital Management, adding an estimated $125M. The largest seller was Private Management Group, cutting an estimated $6.06M.

  • 130 institutional investors held Universal Technical Institute (UTI) as of Q4 2023, up from 101 in Q3 2023.
  • Funds reported $535M of Universal Technical Institute stock for Q4 2023, up 148% quarter-over-quarter.
  • 35 funds opened new Universal Technical Institute positions in Q4 2023 and 6 closed out, a net change of +29 holders.
  • The largest Universal Technical Institute buyer in Q4 2023 was Coliseum Capital Management, an estimated $125M added.
  • The largest Universal Technical Institute seller in Q4 2023 was Private Management Group, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2023.