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Universal Technical Institute
UTI

104 hedge funds and large institutions have $207M invested in Universal Technical Institute in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

16% more funds holding

Funds holding: 90 → 104 (+14)

5% more capital invested

Capital invested by funds: $198M → $207M (+$8.95M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.36% less ownership

Funds ownership: 83.6% → 82.24% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

66% less call options, than puts

Call options by funds: $108K | Put options by funds: $319K

Holders
104
Holders Change
+14
Holders Change %
+15.56%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
29
Reduced
36
Closed
3
Calls
$108K
Puts
$319K
Net Calls
-$211K
Net Calls Change
-$85K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$3.32M
2
Morgan Stanley
Morgan Stanley
New York
+$2.48M
3
BFA
BlackRock Fund Advisors
California
+$1.43M
4
RPAM
Rhenman & Partners Asset Management
Sweden
+$641K
5
BCM
Bridgeway Capital Management
Texas
+$611K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$6.59M
2
VVP
Vulcan Value Partners
Alabama
-$5.21M
3
DP
Dearborn Partners
Illinois
-$1.01M
4
SCM
Sterling Capital Management
North Carolina
-$772K
5
Citadel Advisors
Citadel Advisors
Florida
-$446K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
51
Teachers Advisors
New York
$314K – – –
Swiss National Bank
52
Swiss National Bank
Switzerland
$309K – – –
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$306K +$327K +31,100 +84,054%
RFC
54
Russell Frank Company
Washington
$280K +$302K +28,681 New
Citadel Advisors
55
Citadel Advisors
Florida
$264K -$446K -42,382 -61%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$261K – – –
SO
57
STRS Ohio
Ohio
$243K – – –
MC
58
Menta Capital
California
$240K +$257K +24,400 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$237K +$253K +24,083 New
UBS AM
60
UBS AM
Illinois
$232K – – –
Goldman Sachs
61
Goldman Sachs
New York
$224K +$8.2K +780 +4%
PG
62
PEAK6 Group
Illinois
$215K -$273K -25,970 -54%
Citigroup
63
Citigroup
New York
$206K +$129K +12,310 +142%
M&T Bank
64
M&T Bank
New York
$194K -$2.39K -227 -1%
ARTA
65
A.R.T. Advisors
New York
$194K +$207K +19,716 New
TPSF
66
Texas Permanent School Fund
Texas
$191K +$452 +43 +0.2%
OA
67
OFI Advisors
Pennsylvania
$188K +$27.7K +2,635 +16%
AllianceBernstein
68
AllianceBernstein
Tennessee
$187K -$11.6K -1,100 -5%
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$169K – – –
NFA
70
Nationwide Fund Advisors
Ohio
$168K +$1.91K +182 +1%
NCCM
71
Nine Chapters Capital Management
New Jersey
$167K +$179K +17,000 New
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$164K -$25.2K -2,400 -13%
SDIC
73
South Dakota Investment Council
South Dakota
$163K – – –
AIG
74
American International Group
New York
$159K -$4.87K -463 -3%
CS
75
Credit Suisse
Switzerland
$149K -$70.2K -6,679 -30%
1 2
3
4 5

UTI Hedge Fund Activity: Q4 2014 in Review

104 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2014, worth a combined $207M — up 4.5% from $198M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UTI positions and 3 closed out — a net gain of 16 holders — while 29 added to existing stakes and 36 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $3.32M. The largest seller was Royce & Associates, cutting an estimated $6.59M.

  • 104 institutional investors held Universal Technical Institute (UTI) as of Q4 2014, up from 90 in Q3 2014.
  • Funds reported $207M of Universal Technical Institute stock for Q4 2014, up 4.5% quarter-over-quarter.
  • 19 funds opened new Universal Technical Institute positions in Q4 2014 and 3 closed out, a net change of +16 holders.
  • The largest Universal Technical Institute buyer in Q4 2014 was T. Rowe Price Associates, an estimated $3.32M added.
  • The largest Universal Technical Institute seller in Q4 2014 was Royce & Associates, an estimated $6.59M sold.

Based on aggregated 13F filings for Q4 2014.