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Universal Technical Institute

97 hedge funds and large institutions have $178M invested in Universal Technical Institute in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

1.99% more ownership

Funds ownership: 73.65%75.64% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $185M → $178M (-$6.41M)

3% less funds holding

Funds holding: 10097 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
37
Reduced
32
Closed
8
Calls
$107K
Puts
Net Calls
+$107K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
51
Susquehanna Fundamental Investments
Pennsylvania
$308K -$44.4K -6,590 -13%
Wells Fargo
52
Wells Fargo
California
$300K +$46.1K +6,851 +19%
RIL
53
Rothschild Investment LLC
Illinois
$267K +$1.39K +206 +0.5%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$257K +$2.16K +321 +0.9%
GC
55
Globeflex Capital
California
$228K
SDJVC
56
St. Denis J. Villere & Co
Louisiana
$207K
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$194K -$27.1K -4,021 -13%
US Bancorp
58
US Bancorp
Minnesota
$187K
PA
59
Parallel Advisors
California
$182K
Bank of America
60
Bank of America
North Carolina
$177K +$76.9K +11,426 +81%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$176K +$2.38K +353 +1%
JP Morgan Chase
62
JP Morgan Chase
New York
$176K +$431 +64 +0.3%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$165K -$9.01K -1,338 -6%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$154K +$150K +22,317 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$149K +$47.3K +7,022 +48%
SO
66
STRS Ohio
Ohio
$147K +$11.4K +1,700 +9%
UBS Group
67
UBS Group
Switzerland
$131K +$39.8K +5,913 +45%
Barclays
68
Barclays
United Kingdom
$130K -$68.9K -10,239 -35%
MIM
69
MetLife Investment Management
New Jersey
$121K
AIG
70
American International Group
New York
$109K -$1.32K -196 -1%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$106K -$124K -18,394 -54%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$106K +$22.4K +3,332 +28%
Prudential Financial
73
Prudential Financial
New Jersey
$106K -$797K -118,400 -89%
GF
74
Gabelli Funds
New York
$104K
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$103K +$15.7K +2,332 +19%

UTI Hedge Fund Activity: Q2 2023 in Review

97 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q2 2023, worth a combined $178M — down 3.5% from $185M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UTI and 5 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 37 added.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $2.24M. The largest seller was Arrowstreet Capital, cutting an estimated $1.03M.

  • 97 institutional investors held Universal Technical Institute (UTI) as of Q2 2023, down from 100 in Q1 2023.
  • Funds reported $178M of Universal Technical Institute stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 5 funds opened new Universal Technical Institute positions in Q2 2023 and 8 closed out, a net change of -3 holders.
  • The largest Universal Technical Institute buyer in Q2 2023 was Pacific Ridge Capital Partners, an estimated $2.24M added.
  • The largest Universal Technical Institute seller in Q2 2023 was Arrowstreet Capital, an estimated $1.03M sold.

Based on aggregated 13F filings for Q2 2023.