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Universal Technical Institute
UTI

98 hedge funds and large institutions have $114M invested in Universal Technical Institute in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.17% more ownership

Funds ownership: 66.67% → 68.84% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

11% less funds holding

Funds holding: 110 → 98 (-12)

25% less capital invested

Capital invested by funds: $151M → $114M (-$37.2M)

41% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 27

53% less call options, than puts

Call options by funds: $797K | Put options by funds: $1.71M

Holders
98
Holders Change
-12
Holders Change %
-10.91%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
33
Reduced
35
Closed
27
Calls
$797K
Puts
$1.71M
Net Calls
-$908K
Net Calls Change
-$1.28M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$4.21M
2
PCM
PenderFund Capital Management
British Columbia, Canada
+$3.46M
3
RCMC
RK Capital Management (Colorado)
Colorado
+$3.03M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$2.86M
5
PI
Putnam Investments
Massachusetts
+$2.28M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
-$4.79M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$2.98M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.5M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.49M
5
PPA
Parametric Portfolio Associates
Washington
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$70K +$96.8K +13,777 New
RCG
77
Rock Creek Group
District of Columbia
$62K +$85.9K +12,224 New
VC
78
Voss Capital
Texas
$62K +$85.9K +12,224 New
RWM
79
Ritholtz Wealth Management
New York
$60K -$12.3K -1,748 -13%
SWM
80
Selective Wealth Management
Virginia
$56K – – –
VOYA Investment Management
81
VOYA Investment Management
Georgia
$56K – – –
JP Morgan Chase
82
JP Morgan Chase
New York
$54K -$76.8K -10,926 -50%
GF
83
Gabelli Funds
New York
$51K – – –
Simplex Trading
84
Simplex Trading
Illinois
$45K -$18.1K -2,577 -22%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$35K +$40.8K +5,804 +537%
Morgan Stanley
86
Morgan Stanley
New York
$25K -$114K -16,192 -77%
LIM
87
Longfellow Investment Management
Massachusetts
$25K -$57.6K -8,200 -62%
Legal & General Group
88
Legal & General Group
United Kingdom
$18K -$7.54K -1,073 -23%
AIP
89
Ameritas Investment Partners
Nebraska
$13K – – –
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$13K +$8.79K +1,250 +83%
UBS Group
91
UBS Group
Switzerland
$10K -$52.8K -7,509 -81%
Citigroup
92
Citigroup
New York
$9K -$14.5K -2,068 -54%
DWA
93
Dorsey Wright & Associates
California
$5K -$2.35K -335 -25%
Osaic Holdings
94
Osaic Holdings
Arizona
$5K +$1.41K +200 +27%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$1K -$104K -14,822 -99%
Millennium Management
96
Millennium Management
New York
$914 +$1.19M +169,584 +1,638%
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$102 -$4.99K -710 -4%
DCM
98
Driehaus Capital Management
Illinois
– -$4.79M -689,061 Closed
HIM
99
Hillsdale Investment Management
Ontario, Canada
– -$2.98M -428,200 Closed
Fidelity Investments
100
Fidelity Investments
Massachusetts
– -$2.5M -359,105 Closed
1 2 3
4
5

UTI Hedge Fund Activity: Q3 2020 in Review

98 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q3 2020, worth a combined $114M — down 25% from $151M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UTI and 16 opened new positions — a net loss of 11 holders — while 35 trimmed existing stakes and 33 added.

The largest buyer was Goldman Sachs, adding an estimated $4.21M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $4.79M sold.

  • 98 institutional investors held Universal Technical Institute (UTI) as of Q3 2020, down from 110 in Q2 2020.
  • Funds reported $114M of Universal Technical Institute stock for Q3 2020, down 25% quarter-over-quarter.
  • 16 funds opened new Universal Technical Institute positions in Q3 2020 and 27 closed out, a net change of -11 holders.
  • The largest Universal Technical Institute buyer in Q3 2020 was Goldman Sachs, an estimated $4.21M added.
  • The largest Universal Technical Institute seller in Q3 2020 was Driehaus Capital Management, an estimated $4.79M sold.

Based on aggregated 13F filings for Q3 2020.