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Universal Technical Institute

68 hedge funds and large institutions have $104M invested in Universal Technical Institute in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

51% more funds holding

Funds holding: 4568 (+23)

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

20% more capital invested

Capital invested by funds: $87.1M → $104M (+$17.4M)

11% more call options, than puts

Call options by funds: $170K | Put options by funds: $153K

9.92% less ownership

Funds ownership: 62.76%52.84% (-9.9%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
68
Holders Change
+23
Holders Change %
+51.11%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
31
Increased
16
Reduced
12
Closed
7
Calls
$170K
Puts
$153K
Net Calls
+$17K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
51
Charles Schwab
California
$101K
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$98K +$76.8K +12,750 New
IC
53
IEQ Capital
California
$80K +$62.8K +10,415 New
AGM
54
Alpine Global Management
New York
$78K +$60.8K +10,097 New
GF
55
Gabelli Funds
New York
$77K -$108K -18,000 -64%
VNA
56
Valley National Advisers
Pennsylvania
$73K
Morgan Stanley
57
Morgan Stanley
New York
$70K +$31.5K +5,232 +136%
Parallax Volatility Advisers
58
Parallax Volatility Advisers
California
$16K -$128K -21,276 -91%
Deutsche Bank
59
Deutsche Bank
Germany
$14K -$21.4K -3,545 -65%
AG
60
Advisor Group
Arizona
$12K -$7.83K -1,300 -46%
CAM
61
ClariVest Asset Management
California
$12K +$9.74K +1,617 New
PAM
62
Panagora Asset Management
Massachusetts
$9K
Citigroup
63
Citigroup
New York
$6K +$4.69K +778 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$3K
TRCT
65
Tower Research Capital (TRC)
New York
$2K -$78 -13 -4%
SAM
66
S.A. Mason
Michigan
$2K +$1.51K +250 New
Federated Hermes
67
Federated Hermes
Pennsylvania
$1K +$506 +84 New
CCM
68
Coliseum Capital Management
Connecticut
-$19.6M -3,601,724 Closed
Citadel Advisors
69
Citadel Advisors
Florida
-$76K -13,931 Closed
Victory Capital Management
70
Victory Capital Management
Texas
-$19K -3,489 Closed
Bank of America
71
Bank of America
North Carolina
-$7K -1,279 Closed
Barclays
72
Barclays
United Kingdom
-$2K -354 Closed
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
-$2K -345 Closed
QT
74
Quantamental Technologies
New York
-$1K -100 Closed

UTI Hedge Fund Activity: Q4 2019 in Review

68 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2019, worth a combined $104M — up 20% from $87.1M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UTI positions and 7 closed out — a net gain of 24 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $4.15M. The largest seller was Coliseum Capital Management, exiting entirely with an estimated $19.6M sold.

  • 68 institutional investors held Universal Technical Institute (UTI) as of Q4 2019, up from 45 in Q3 2019.
  • Funds reported $104M of Universal Technical Institute stock for Q4 2019, up 20% quarter-over-quarter.
  • 31 funds opened new Universal Technical Institute positions in Q4 2019 and 7 closed out, a net change of +24 holders.
  • The largest Universal Technical Institute buyer in Q4 2019 was Polar Asset Management Partners, an estimated $4.15M added.
  • The largest Universal Technical Institute seller in Q4 2019 was Coliseum Capital Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q4 2019.