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Universal Technical Institute
UTI

176 hedge funds and large institutions have $716M invested in Universal Technical Institute in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

6% more funds holding

Funds holding: 166 → 176 (+10)

1.43% more ownership

Funds ownership: 83.22% → 84.65% (+1.4%)

1% more capital invested

Capital invested by funds: $713M → $716M (+$3.73M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

21% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 63

32% less call options, than puts

Call options by funds: $3.06M | Put options by funds: $4.48M

Holders
176
Holders Change
+10
Holders Change %
+6.02%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
50
Reduced
63
Closed
32
Calls
$3.06M
Puts
$4.48M
Net Calls
-$1.42M
Net Calls Change
-$1.56M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$16.1M
2
PWAM
Park West Asset Management
California
+$13.6M
3
HAI
Hennessy Advisors Inc
California
+$8.6M
4
KCM
Kennedy Capital Management
Missouri
+$8M
5
PM
Pembroke Management
Quebec, Canada
+$4.79M

Top Sellers

1
WU
Washington University
Missouri
-$23.5M
2
Morgan Stanley
Morgan Stanley
New York
-$16.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$7.44M
4
Millennium Management
Millennium Management
New York
-$5.05M
5
CSS
Cubist Systematic Strategies
Connecticut
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$1.91M +$106K +7,112 +6%
PIWA
52
Prevail Innovative Wealth Advisors
Kansas
$1.88M +$1.78M +119,222 New
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$1.87M -$515K -34,388 -22%
Charles Schwab
54
Charles Schwab
California
$1.83M +$74.3K +4,963 +4%
FG
55
Formula Growth
Quebec, Canada
$1.68M +$9.73K +650 +0.6%
Acadian Asset Management
56
Acadian Asset Management
Massachusetts
$1.65M -$2.9M -193,687 -65%
Goldman Sachs
57
Goldman Sachs
New York
$1.59M +$593K +39,600 +65%
EGM
58
Engineers Gate Manager
New York
$1.52M -$546K -36,472 -27%
N
59
Nuveen
North Carolina
$1.49M -$2.61M -174,613 -65%
Fuller & Thaler Asset Management
60
Fuller & Thaler Asset Management
California
$1.48M +$1.41M +94,085 New
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$1.35M +$769K +51,395 +148%
Swiss National Bank
62
Swiss National Bank
Switzerland
$1.33M +$1.27M +84,500 New
Two Sigma Investments
63
Two Sigma Investments
New York
$1.32M -$2.24M -149,475 -64%
AG
64
Algert Global
California
$1.3M +$176K +11,776 +17%
Calamos Advisors
65
Calamos Advisors
Illinois
$1.25M -$234K -15,631 -16%
TA
66
Teton Advisors
New York
$1.25M -$7.49K -500 -0.6%
Jane Street
67
Jane Street
New York
$1.25M -$1.39M -92,924 -54%
CCA
68
Conestoga Capital Advisors
Pennsylvania
$1.22M +$1.16M +77,790 New
CAM
69
ClariVest Asset Management
California
$1.21M +$30.8K +2,060 +3%
Millennium Management
70
Millennium Management
New York
$1.19M -$5.05M -337,039 -82%
Federated Hermes
71
Federated Hermes
Pennsylvania
$1.12M +$1.05M +70,445 +7,741%
UBS AM
72
UBS AM
Illinois
$1.11M +$1.05M +70,338 New
HF
73
HRT Financial
New York
$1.05M +$1M +66,968 New
GCA
74
Greenwood Capital Associates
South Carolina
$1.04M -$37.4K -2,496 -4%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$1.02M -$2.11M -140,800 -68%
1 2
3
4 5

UTI Hedge Fund Activity: Q2 2024 in Review

176 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q2 2024, worth a combined $716M — up 0.52% from $713M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UTI positions and 32 closed out — a net gain of 10 holders — while 50 added to existing stakes and 63 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $16.1M. The largest seller was Washington University, cutting an estimated $23.5M.

  • 176 institutional investors held Universal Technical Institute (UTI) as of Q2 2024, up from 166 in Q1 2024.
  • Funds reported $716M of Universal Technical Institute stock for Q2 2024, up 0.52% quarter-over-quarter.
  • 42 funds opened new Universal Technical Institute positions in Q2 2024 and 32 closed out, a net change of +10 holders.
  • The largest Universal Technical Institute buyer in Q2 2024 was Macquarie Group, an estimated $16.1M added.
  • The largest Universal Technical Institute seller in Q2 2024 was Washington University, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2024.