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Universal Technical Institute

75 hedge funds and large institutions have $142M invested in Universal Technical Institute in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

607% more call options, than puts

Call options by funds: $99K | Put options by funds: $14K

2% more capital invested

Capital invested by funds: $139M → $142M (+$3.39M)

1.25% less ownership

Funds ownership: 64.43%63.18% (-1.3%)

1% less funds holding

Funds holding: 7675 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

40% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 30

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
30
Closed
9
Calls
$99K
Puts
$14K
Net Calls
+$85K
Net Calls Change
-$493K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
51
Simplex Trading
Illinois
$158K
US Bancorp
52
US Bancorp
Minnesota
$152K
Bank of America
53
Bank of America
North Carolina
$122K -$66.4K -10,176 -36%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$120K -$1.71K -262 -1%
Barclays
55
Barclays
United Kingdom
$113K +$6.54K +1,002 +6%
GF
56
Gabelli Funds
New York
$101K
HS
57
HighVista Strategies
Massachusetts
$100K
Charles Schwab
58
Charles Schwab
California
$89K
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$86K -$16.3K -2,500 -16%
Squarepoint
60
Squarepoint
New York
$79K -$198K -30,374 -72%
CCIA
61
Campbell & Co Investment Adviser
Maryland
$70K -$104K -15,900 -61%
American Century Companies
62
American Century Companies
Missouri
$70K +$68K +10,416 New
WG
63
Winton Group
United Kingdom
$69K -$5.95K -911 -8%
Group One Trading
64
Group One Trading
Illinois
$43K +$35.6K +5,458 +606%
SWM
65
Selective Wealth Management
Virginia
$34K
Osaic Holdings
66
Osaic Holdings
Arizona
$34K +$9.66K +1,481 +42%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$28.2K +$27.2K +4,170 New
TRCT
68
Tower Research Capital (TRC)
New York
$22K +$8.34K +1,278 +65%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$10K
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$7K
ST
71
Sphinx Trading
Illinois
$7K +$6.53K +1,000 New
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$3K +$2.17K +333 +243%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$2.39K -$27.1K -4,151 -92%
UBS Group
74
UBS Group
Switzerland
$1K -$2.51K -384 -79%
GCP
75
GSA Capital Partners
United Kingdom
-$673K -103,650 Closed

UTI Hedge Fund Activity: Q3 2021 in Review

75 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q3 2021, worth a combined $142M — up 2.4% from $139M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UTI and 8 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 18 added.

The largest buyer was Norges Bank, opening a new position worth an estimated $1.33M. The largest seller was Alyeska Investment Group, cutting an estimated $1.44M.

  • 75 institutional investors held Universal Technical Institute (UTI) as of Q3 2021, down from 76 in Q2 2021.
  • Funds reported $142M of Universal Technical Institute stock for Q3 2021, up 2.4% quarter-over-quarter.
  • 8 funds opened new Universal Technical Institute positions in Q3 2021 and 9 closed out, a net change of -1 holder.
  • The largest Universal Technical Institute buyer in Q3 2021 was Norges Bank, an estimated $1.33M added.
  • The largest Universal Technical Institute seller in Q3 2021 was Alyeska Investment Group, an estimated $1.44M sold.

Based on aggregated 13F filings for Q3 2021.