We are live on ! Find out more
UTI icon

Universal Technical Institute
UTI

183 hedge funds and large institutions have $761M invested in Universal Technical Institute in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $716M → $761M (+$44.7M)

4% more funds holding

Funds holding: 176 → 183 (+7)

2.3% more ownership

Funds ownership: 84.65% → 86.94% (+2.3%)

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less call options, than puts

Call options by funds: $661K | Put options by funds: $693K

Holders
183
Holders Change
+7
Holders Change %
+3.98%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
67
Reduced
61
Closed
19
Calls
$661K
Puts
$693K
Net Calls
-$32K
Net Calls Change
+$1.39M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$15M
2
NCGI
Next Century Growth Investors
Minnesota
+$11.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$10.8M
4
Morgan Stanley
Morgan Stanley
New York
+$4.17M
5
Charles Schwab
Charles Schwab
California
+$3.94M

Top Sellers

1
WU
Washington University
Missouri
-$15.6M
2
PWAM
Park West Asset Management
California
-$7.86M
3
Marshall Wace
Marshall Wace
United Kingdom
-$4.79M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$4.6M
5
CCS
Concentric Capital Strategies
Connecticut
-$4.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
FG
51
Formula Growth
Quebec, Canada
$2.37M +$674K +39,300 +37%
NA
52
Navellier & Associates
Nevada
$2.03M -$649K -37,854 -23%
UBS Group
53
UBS Group
Switzerland
$2.03M +$1.38M +80,546 +181%
WU
54
Washington University
Missouri
$1.89M -$15.6M -911,803 -89%
JP Morgan Chase
55
JP Morgan Chase
New York
$1.86M -$402K -23,478 -17%
Deutsche Bank
56
Deutsche Bank
Germany
$1.7M -$3.14M -182,928 -64%
Connor, Clark & Lunn Investment Management (CC&L)
57
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.63M +$680K +39,646 +66%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$1.56M -$430K -25,096 -21%
N
59
Nuveen
North Carolina
$1.54M – – –
EGM
60
Engineers Gate Manager
New York
$1.49M -$80.2K -4,682 -5%
TI
61
Trexquant Investment
Connecticut
$1.45M -$660K -38,500 -30%
GWMI
62
Guardian Wealth Management (Illinois)
Illinois
$1.41M +$1.46M +84,964 +5,347%
CP
63
CenterBook Partners
Connecticut
$1.39M +$777K +45,331 +112%
CCA
64
Conestoga Capital Advisors
Pennsylvania
$1.38M +$125K +7,320 +9%
Swiss National Bank
65
Swiss National Bank
Switzerland
$1.37M – – –
HCA
66
Harbor Capital Advisors
Illinois
$1.33M +$662K +38,624 +90%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$1.28M -$121K -7,081 -8%
Marshall Wace
68
Marshall Wace
United Kingdom
$1.28M -$4.79M -279,376 -78%
Ameriprise
69
Ameriprise
Minnesota
$1.28M +$496K +28,936 +58%
SA
70
Sanctuary Advisors
Indiana
$1.24M +$837K +48,825 New
CCIA
71
Campbell & Co Investment Adviser
Maryland
$1.24M +$486K +28,341 +59%
CAM
72
ClariVest Asset Management
California
$1.21M – – –
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$1.2M +$767K +44,722 +154%
TA
74
Teton Advisors
New York
$1.15M -$151K -8,800 -11%
Legal & General Group
75
Legal & General Group
United Kingdom
$1.12M +$482K +28,114 +69%
1 2
3
4 5

UTI Hedge Fund Activity: Q3 2024 in Review

183 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q3 2024, worth a combined $761M — up 6.2% from $716M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UTI positions and 19 closed out — a net gain of 7 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15M. The largest seller was Washington University, cutting an estimated $15.6M.

  • 183 institutional investors held Universal Technical Institute (UTI) as of Q3 2024, up from 176 in Q2 2024.
  • Funds reported $761M of Universal Technical Institute stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 26 funds opened new Universal Technical Institute positions in Q3 2024 and 19 closed out, a net change of +7 holders.
  • The largest Universal Technical Institute buyer in Q3 2024 was Fidelity Investments, an estimated $15M added.
  • The largest Universal Technical Institute seller in Q3 2024 was Washington University, an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2024.