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Universal Technical Institute
UTI

90 hedge funds and large institutions have $198M invested in Universal Technical Institute in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.18% more ownership

Funds ownership: 82.42% → 83.6% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

7% less funds holding

Funds holding: 97 → 90 (-7)

20% less capital invested

Capital invested by funds: $247M → $198M (-$48.9M)

24% less call options, than puts

Call options by funds: $397K | Put options by funds: $523K

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
90
Holders Change
-7
Holders Change %
-7.22%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
30
Reduced
30
Closed
13
Calls
$397K
Puts
$523K
Net Calls
-$126K
Net Calls Change
-$57K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.1M
2
ROC
Robertson Opportunity Capital
Texas
+$679K
3
First Trust Advisors
First Trust Advisors
Illinois
+$518K
4
DP
Dearborn Partners
Illinois
+$504K
5
PG
PEAK6 Group
Illinois
+$443K

Top Sellers

1
SCM
Sterling Capital Management
North Carolina
-$522K
2
MG
Markel Group
Virginia
-$410K
3
GIP
Granite Investment Partners
California
-$330K
4
GF
Gabelli Funds
New York
-$283K
5
BFA
BlackRock Fund Advisors
California
-$263K
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$42K – – –
TRSOTSOK
77
Teachers Retirement System of the State of Kentucky
Kentucky
$42K – – –
Legal & General Group
78
Legal & General Group
United Kingdom
$37K +$43.9K +3,882 New
MSA
79
Mason Street Advisors
Wisconsin
$25K +$45 +4 +0.2%
TRCT
80
Tower Research Capital (TRC)
New York
$24K +$29.1K +2,572 New
Barclays
81
Barclays
United Kingdom
$22K -$15K -1,329 -34%
U
82
UBS
Switzerland
$16K – – –
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$11.8K +$14.3K +1,263 New
BlackRock
84
BlackRock
New York
$9K – – –
Teacher Retirement System of Texas
85
Teacher Retirement System of Texas
Texas
$8K – – –
GSC
86
Ground Swell Capital
South Carolina
$2K +$2.26K +200 New
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$1K – – –
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$138 -$2.22K -196 -1%
MG
89
Markel Group
Virginia
– -$410K -33,800 Closed
GIP
90
Granite Investment Partners
California
– -$330K -27,222 Closed
RFC
91
Russell Frank Company
Washington
– -$240K -20,074 Closed
JP Morgan Chase
92
JP Morgan Chase
New York
– -$220K -18,127 Closed
Jacobs Levy Equity Management
93
Jacobs Levy Equity Management
New Jersey
– -$204K -16,784 Closed
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
– -$152K -12,496 Closed
ProShare Advisors
95
ProShare Advisors
Maryland
– -$137K -11,286 Closed
Natixis Advisors
96
Natixis Advisors
Massachusetts
– -$133K -10,925 Closed
CCMH
97
Cornerstone Capital Management Holdings
New York
– -$71K -5,900 Closed
PCM
98
Prelude Capital Management
New York
– -$53K -4,400 Closed
Parallax Volatility Advisers
99
Parallax Volatility Advisers
California
– -$23K -1,914 Closed
VFA
100
Virtus Fund Advisers
Connecticut
– -$22K -1,850 Closed
1 2 3
4
5

UTI Hedge Fund Activity: Q3 2014 in Review

90 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q3 2014, worth a combined $198M — down 20% from $247M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UTI and 6 opened new positions — a net loss of 7 holders — while 30 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $3.1M. The largest seller was Sterling Capital Management, cutting an estimated $522K.

  • 90 institutional investors held Universal Technical Institute (UTI) as of Q3 2014, down from 97 in Q2 2014.
  • Funds reported $198M of Universal Technical Institute stock for Q3 2014, down 20% quarter-over-quarter.
  • 6 funds opened new Universal Technical Institute positions in Q3 2014 and 13 closed out, a net change of -7 holders.
  • The largest Universal Technical Institute buyer in Q3 2014 was Morgan Stanley, an estimated $3.1M added.
  • The largest Universal Technical Institute seller in Q3 2014 was Sterling Capital Management, an estimated $522K sold.

Based on aggregated 13F filings for Q3 2014.