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Universal Technical Institute
UTI

85 hedge funds and large institutions have $121M invested in Universal Technical Institute in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

100% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 16

25% more funds holding

Funds holding: 68 → 85 (+17)

16% more capital invested

Capital invested by funds: $104M → $121M (+$16.3M)

9.53% more ownership

Funds ownership: 52.84% → 62.37% (+9.5%)

Holders
85
Holders Change
+17
Holders Change %
+25%
% of All Funds
1.87%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
32
Increased
32
Reduced
16
Closed
13
Calls
$93K
Puts
–
Net Calls
+$93K
Net Calls Change
+$76K

Top Buyers

Rank Fund Capital Flow
1
PWAM
Park West Asset Management
California
+$8.29M
2
DCM
Driehaus Capital Management
Illinois
+$4.85M
3
MHP
Manatuck Hill Partners
Connecticut
+$4.03M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.98M
5
HIM
Hillsdale Investment Management
Ontario, Canada
+$2.98M

Top Sellers

Rank Fund Capital Flow
1
PAMP
Polar Asset Management Partners
Ontario, Canada
-$2.59M
2
NCL
Nishkama Capital LLC
Puerto Rico
-$764K
3
ECM
ExodusPoint Capital Management
New York
-$464K
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$427K
5
HP
Hound Partners
New York
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
NISOA
51
National Investment Services of America
Wisconsin
$178K -$2.6K -367 -1%
Wells Fargo
52
Wells Fargo
California
$166K -$215K -30,373 -52%
Bank of America
53
Bank of America
North Carolina
$163K +$194K +27,347 New
AIM
54
Alambic Investment Management
California
$162K +$88.5K +12,500 +85%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$131K – – –
Ameriprise
56
Ameriprise
Minnesota
$128K +$153K +21,585 New
CC
57
Clearline Capital
New York
$120K +$143K +20,221 New
AWCI
58
Alpine Woods Capital Investors
New York
$119K +$35.4K +5,000 +33%
HW
59
Hancock Whitney
Mississippi
$115K +$137K +19,391 New
JP Morgan Chase
60
JP Morgan Chase
New York
$111K +$133K +18,718 New
State Street
61
State Street
Massachusetts
$107K -$11.1K -1,565 -8%
PA
62
Parallel Advisors
California
$104K -$33.5K -4,729 -21%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$102K +$122K +17,189 New
Hudson Bay Capital Management
64
Hudson Bay Capital Management
Connecticut
$100K +$119K +16,771 New
LIM
65
Longfellow Investment Management
Massachusetts
$97K +$106K +15,000 New
VNA
66
Valley National Advisers
Pennsylvania
$95K +$46K +6,501 +69%
FM
67
Fondren Management
Texas
$89K +$106K +15,000 New
ECM
68
ExodusPoint Capital Management
New York
$79K -$464K -65,502 -83%
GCP
69
GSA Capital Partners
United Kingdom
$79K +$94.2K +13,300 New
Charles Schwab
70
Charles Schwab
California
$78K – – –
Macquarie Group
71
Macquarie Group
Australia
$71K +$85K +12,000 New
RWM
72
Ritholtz Wealth Management
New York
$69K +$81.8K +11,557 New
GF
73
Gabelli Funds
New York
$60K – – –
Victory Capital Management
74
Victory Capital Management
Texas
$54K +$65.4K +9,240 New
ASN
75
Advisory Services Network
Georgia
$53K +$62.5K +8,830 New
1 2
3
4

UTI Hedge Fund Activity: Q1 2020 in Review

85 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q1 2020, worth a combined $121M — up 16% from $104M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UTI positions and 13 closed out — a net gain of 19 holders — while 32 added to existing stakes and 16 trimmed.

The largest buyer was Park West Asset Management, adding an estimated $8.29M. The largest seller was Polar Asset Management Partners, cutting an estimated $2.59M.

  • 85 institutional investors held Universal Technical Institute (UTI) as of Q1 2020, up from 68 in Q4 2019.
  • Funds reported $121M of Universal Technical Institute stock for Q1 2020, up 16% quarter-over-quarter.
  • 32 funds opened new Universal Technical Institute positions in Q1 2020 and 13 closed out, a net change of +19 holders.
  • The largest Universal Technical Institute buyer in Q1 2020 was Park West Asset Management, an estimated $8.29M added.
  • The largest Universal Technical Institute seller in Q1 2020 was Polar Asset Management Partners, an estimated $2.59M sold.

Based on aggregated 13F filings for Q1 2020.