We are live on ! Find out more
UTI icon

Universal Technical Institute
UTI

183 hedge funds and large institutions have $761M invested in Universal Technical Institute in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $716M → $761M (+$44.7M)

4% more funds holding

Funds holding: 176 → 183 (+7)

2.3% more ownership

Funds ownership: 84.65% → 86.94% (+2.3%)

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less call options, than puts

Call options by funds: $661K | Put options by funds: $693K

Holders
183
Holders Change
+7
Holders Change %
+3.98%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
67
Reduced
61
Closed
19
Calls
$661K
Puts
$693K
Net Calls
-$32K
Net Calls Change
+$1.39M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$15M
2
NCGI
Next Century Growth Investors
Minnesota
+$11.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$10.8M
4
Morgan Stanley
Morgan Stanley
New York
+$4.17M
5
Charles Schwab
Charles Schwab
California
+$3.94M

Top Sellers

1
WU
Washington University
Missouri
-$15.6M
2
PWAM
Park West Asset Management
California
-$7.86M
3
Marshall Wace
Marshall Wace
United Kingdom
-$4.79M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$4.6M
5
CCS
Concentric Capital Strategies
Connecticut
-$4.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$6.69M +$1.75M +102,239 +33%
PM
27
Pembroke Management
Quebec, Canada
$6.67M +$700K +40,855 +11%
Charles Schwab
28
Charles Schwab
California
$5.62M +$3.94M +229,738 +198%
Northern Trust
29
Northern Trust
Illinois
$5.59M +$265K +15,466 +5%
NIM
30
Needham Investment Management
New York
$4.88M +$171K +10,000 +3%
Boston Partners
31
Boston Partners
Massachusetts
$4.88M -$454K -26,514 -8%
Invesco
32
Invesco
Georgia
$4.55M -$315K -18,364 -6%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$4.27M +$2.46M +143,464 +121%
RCAP
34
Resolute Capital Asset Partners
Colorado
$4.14M +$514K +30,000 +13%
Federated Hermes
35
Federated Hermes
Pennsylvania
$3.97M +$2.96M +172,654 +242%
Nisa Investment Advisors
36
Nisa Investment Advisors
Missouri
$3.78M -$13.7K -800 -0.3%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$3.75M -$1.59M -92,870 -29%
Barclays
38
Barclays
United Kingdom
$3.53M -$539K -31,459 -13%
EF
39
Empowered Funds
Pennsylvania
$3.48M +$186K +10,854 +5%
GI
40
GAMCO Investors
Connecticut
$3.47M -$3.43K -200 -0.1%
PRCP
41
Pacific Ridge Capital Partners
Oregon
$3.38M -$1.3M -76,016 -27%
SRFM
42
Shannon River Fund Management
New York
$3.38M +$3.56M +207,722 New
Norges Bank
43
Norges Bank
Norway
$3.33M – – –
GLA
44
Great Lakes Advisors
Illinois
$3.17M -$36.4K -2,124 -1%
UIC
45
Uniplan Investment Counsel
Wisconsin
$3.05M +$3.22M +187,730 New
Goldman Sachs
46
Goldman Sachs
New York
$2.98M +$1.41M +82,396 +82%
PCM
47
Prelude Capital Management
New York
$2.94M +$33.5K +1,954 +1%
MHP
48
Manatuck Hill Partners
Connecticut
$2.85M – – –
GIM
49
Granahan Investment Management
Massachusetts
$2.77M -$245K -14,275 -8%
GIPM
50
G2 Investment Partners Management
New York
$2.58M +$1.69M +98,799 +165%
1
2
3 4 5

UTI Hedge Fund Activity: Q3 2024 in Review

183 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q3 2024, worth a combined $761M — up 6.2% from $716M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UTI positions and 19 closed out — a net gain of 7 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15M. The largest seller was Washington University, cutting an estimated $15.6M.

  • 183 institutional investors held Universal Technical Institute (UTI) as of Q3 2024, up from 176 in Q2 2024.
  • Funds reported $761M of Universal Technical Institute stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 26 funds opened new Universal Technical Institute positions in Q3 2024 and 19 closed out, a net change of +7 holders.
  • The largest Universal Technical Institute buyer in Q3 2024 was Fidelity Investments, an estimated $15M added.
  • The largest Universal Technical Institute seller in Q3 2024 was Washington University, an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2024.