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Universal Technical Institute
UTI

100 hedge funds and large institutions have $185M invested in Universal Technical Institute in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $163M → $185M (+$21.9M)

2% more funds holding

Funds holding: 98 → 100 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.91% less ownership

Funds ownership: 75.56% → 73.65% (-1.9%)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
28
Reduced
36
Closed
6
Calls
$141K
Puts
–
Net Calls
+$141K
Net Calls Change
+$141K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$2.67M
2
PRCP
Pacific Ridge Capital Partners
Oregon
+$1.84M
3
Goldman Sachs
Goldman Sachs
New York
+$1.1M
4
CCM
Coliseum Capital Management
Connecticut
+$1.06M
5
Ameriprise
Ameriprise
Minnesota
+$875K

Top Sellers

1
PCM
PenderFund Capital Management
British Columbia, Canada
-$3.67M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.67M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.38M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.28M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$929K
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$272K -$18.7K -2,621 -7%
Wells Fargo
52
Wells Fargo
California
$270K +$45.7K +6,404 +21%
Two Sigma Investments
53
Two Sigma Investments
New York
$265K +$181K +25,414 +242%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$249K +$241K +33,796 New
GC
55
Globeflex Capital
California
$244K -$122K -17,068 -34%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$236K -$34.5K -4,838 -13%
SDJVC
57
St. Denis J. Villere & Co
Louisiana
$221K – – –
Barclays
58
Barclays
United Kingdom
$214K +$56.4K +7,908 +37%
US Bancorp
59
US Bancorp
Minnesota
$200K – – –
PA
60
Parallel Advisors
California
$194K – – –
JP Morgan Chase
61
JP Morgan Chase
New York
$187K +$47.2K +6,622 +35%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$186K -$3.85K -540 -2%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$183K +$173K +24,290 New
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$151K +$89.4K +12,543 +160%
SO
65
STRS Ohio
Ohio
$144K -$471K -66,000 -77%
MIM
66
MetLife Investment Management
New Jersey
$129K – – –
AIG
67
American International Group
New York
$118K +$2.27K +319 +2%
GF
68
Gabelli Funds
New York
$111K – – –
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$108K -$19.3K -2,707 -16%
BGIM
70
Brandywine Global Investment Management
Pennsylvania
$106K -$998 -140 -1%
WAM
71
Wallington Asset Management
Indiana
$105K – – –
Bank of America
72
Bank of America
North Carolina
$104K -$53.7K -7,533 -35%
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$98.5K – – –
SG Americas Securities
74
SG Americas Securities
New York
$98K +$21.5K +3,022 +29%
UBS Group
75
UBS Group
Switzerland
$96.6K +$47.6K +6,677 +104%
1 2
3
4 5

UTI Hedge Fund Activity: Q1 2023 in Review

100 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q1 2023, worth a combined $185M — up 13% from $163M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UTI positions and 6 closed out — a net gain of 3 holders — while 28 added to existing stakes and 36 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $2.67M. The largest seller was PenderFund Capital Management, exiting entirely with an estimated $3.67M sold.

  • 100 institutional investors held Universal Technical Institute (UTI) as of Q1 2023, up from 98 in Q4 2022.
  • Funds reported $185M of Universal Technical Institute stock for Q1 2023, up 13% quarter-over-quarter.
  • 9 funds opened new Universal Technical Institute positions in Q1 2023 and 6 closed out, a net change of +3 holders.
  • The largest Universal Technical Institute buyer in Q1 2023 was Boston Partners, an estimated $2.67M added.
  • The largest Universal Technical Institute seller in Q1 2023 was PenderFund Capital Management, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2023.