Universal Technical Institute
48 hedge funds and large institutions have $37.6M invested in Universal Technical Institute in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
5.01% more ownership
Funds ownership: 57.66% → 62.67% (+5%)
2% more funds holding
Funds holding: 47 → 48 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
24% less capital invested
Capital invested by funds: $49.5M → $37.6M (-$11.9M)
47% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
2L
22NW LP
Seattle,
Washington
|
+$461K |
| 2 |
QCMC
Quantum Capital Management (California)
San Francisco,
California
|
+$201K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$166K |
| 4 |
Renaissance Technologies
New York
|
+$70.6K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$58.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ROC
Robertson Opportunity Capital
Dallas,
Texas
|
-$379K |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$196K |
| 3 |
GF
Gabelli Funds
Rye,
New York
|
-$135K |
| 4 |
JP Morgan Chase
New York
|
-$87.7K |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$86.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Barclays
London,
United Kingdom
| – | +$208 | +66 | New |
|
UTI Hedge Fund Activity: Q4 2017 in Review
48 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2017, worth a combined $37.6M — down 24% from $49.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new UTI positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 17 trimmed.
The largest buyer was 22NW LP, adding an estimated $461K. The largest seller was Robertson Opportunity Capital, cutting an estimated $379K.
- 48 institutional investors held Universal Technical Institute (UTI) as of Q4 2017, up from 47 in Q3 2017.
- Funds reported $37.6M of Universal Technical Institute stock for Q4 2017, down 24% quarter-over-quarter.
- 6 funds opened new Universal Technical Institute positions in Q4 2017 and 5 closed out, a net change of +1 holder.
- The largest Universal Technical Institute buyer in Q4 2017 was 22NW LP, an estimated $461K added.
- The largest Universal Technical Institute seller in Q4 2017 was Robertson Opportunity Capital, an estimated $379K sold.
Based on aggregated 13F filings for Q4 2017.