Universal Technical Institute
76 hedge funds and large institutions have $167M invested in Universal Technical Institute in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 10 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 19
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
18% more capital invested
Capital invested by funds: $142M → $167M (+$25.1M)
1% more funds holding
Funds holding: 75 → 76 (+1)
1.17% more ownership
Funds ownership: 63.18% → 64.34% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$3.47M |
| 2 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$1.64M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
+$1.3M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.19M |
| 5 |
First Eagle Investment Management
New York
|
+$764K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.13M |
| 2 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$2.71M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$2.07M |
| 4 |
RC
RBF Capital
San Francisco,
California
|
-$927K |
| 5 |
E
Ergoteles
New York
|
-$638K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWA
76
HHM Wealth Advisors
Chattanooga,
Tennessee
| $1K | +$874 | +117 | New |
|
|
CS
77
Credit Suisse
Zurich,
Switzerland
| – | -$3.13M | -462,363 | Closed |
|
78
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| – | -$331K | -49,000 | Closed |
|
79
Assenagon Asset Management
Senningerberg,
Luxembourg
| – | -$241K | -35,644 | Closed |
|
|
JIC
80
Juniper Investment Company
New York
| – | -$220K | -32,494 | Closed |
|
|
HS
81
HighVista Strategies
Boston,
Massachusetts
| – | -$100K | -14,793 | Closed |
|
82
Squarepoint
New York
| – | -$79K | -11,732 | Closed |
|
|
CCIA
83
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$70K | -10,300 | Closed |
|
|
WG
84
Winton Group
London,
United Kingdom
| – | -$69K | -10,222 | Closed |
|
|
OSAM
85
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$7K | -1,008 | Closed |
|
86
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$3K | -470 | Closed |
|
UTI Hedge Fund Activity: Q4 2021 in Review
76 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2021, worth a combined $167M — up 18% from $142M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new UTI positions and 10 closed out — a net gain of 2 holders — while 27 added to existing stakes and 19 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $3.47M. The largest seller was Credit Suisse, exiting entirely with an estimated $3.13M sold.
- 76 institutional investors held Universal Technical Institute (UTI) as of Q4 2021, up from 75 in Q3 2021.
- Funds reported $167M of Universal Technical Institute stock for Q4 2021, up 18% quarter-over-quarter.
- 12 funds opened new Universal Technical Institute positions in Q4 2021 and 10 closed out, a net change of +2 holders.
- The largest Universal Technical Institute buyer in Q4 2021 was Goldman Sachs, an estimated $3.47M added.
- The largest Universal Technical Institute seller in Q4 2021 was Credit Suisse, an estimated $3.13M sold.
Based on aggregated 13F filings for Q4 2021.