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Universal Technical Institute
UTI

100 hedge funds and large institutions have $185M invested in Universal Technical Institute in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $163M → $185M (+$21.9M)

2% more funds holding

Funds holding: 98 → 100 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.91% less ownership

Funds ownership: 75.56% → 73.65% (-1.9%)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
28
Reduced
36
Closed
6
Calls
$141K
Puts
–
Net Calls
+$141K
Net Calls Change
+$141K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$2.67M
2
PRCP
Pacific Ridge Capital Partners
Oregon
+$1.84M
3
Goldman Sachs
Goldman Sachs
New York
+$1.1M
4
CCM
Coliseum Capital Management
Connecticut
+$1.06M
5
Ameriprise
Ameriprise
Minnesota
+$875K

Top Sellers

1
PCM
PenderFund Capital Management
British Columbia, Canada
-$3.67M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.67M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.38M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.28M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$929K
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92.3K – – –
Jane Street
77
Jane Street
New York
$91.3K +$88.3K +12,377 New
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$90.8K -$6.47K -908 -7%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$89K – – –
KCM
80
Kennedy Capital Management
Missouri
$80.7K +$3.53K +495 +5%
Allspring Global Investments
81
Allspring Global Investments
North Carolina
$80.6K -$31.8K -4,459 -29%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$61.1K -$102K -14,300 -63%
TRCT
83
Tower Research Capital (TRC)
New York
$49K +$31.9K +4,468 +204%
GCM
84
Gladius Capital Management
Illinois
$37.1K -$1.41K -198 -4%
AB
85
Amalgamated Bank
New York
$34K -$4.95K -694 -13%
Legal & General Group
86
Legal & General Group
United Kingdom
$30K – – –
Osaic Holdings
87
Osaic Holdings
Arizona
$25.5K – – –
SWM
88
Spire Wealth Management
Virginia
$21.1K +$6.13K +860 +43%
AIP
89
Ameritas Investment Partners
Nebraska
$17.9K – – –
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$13.6K -$2.22K -311 -14%
GWMI
91
Guardian Wealth Management (Illinois)
Illinois
$11.7K +$9.38K +1,315 +480%
ME
92
McIlrath & Eck
Washington
$6.63K +$6.4K +898 New
C
93
Covestor
United Kingdom
$5K +$71 +10 +2%
CT
94
Colonial Trust
South Carolina
$4.65K – – –
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$2.6K – – –
NSIM
96
North Star Investment Management
Illinois
$2.21K – – –
Fidelity Investments
97
Fidelity Investments
Massachusetts
$2.18K +$742 +104 +54%
IAIM
98
International Assets Investment Management
Florida
$1.84K +$1.78K +250 New
PCM
99
PenderFund Capital Management
British Columbia, Canada
– -$3.67M -403,862 Closed
IEFM
100
IQ EQ Fund Management
Ireland
– -$95.5K -14,207 Closed
1 2 3
4
5

UTI Hedge Fund Activity: Q1 2023 in Review

100 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q1 2023, worth a combined $185M — up 13% from $163M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UTI positions and 6 closed out — a net gain of 3 holders — while 28 added to existing stakes and 36 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $2.67M. The largest seller was PenderFund Capital Management, exiting entirely with an estimated $3.67M sold.

  • 100 institutional investors held Universal Technical Institute (UTI) as of Q1 2023, up from 98 in Q4 2022.
  • Funds reported $185M of Universal Technical Institute stock for Q1 2023, up 13% quarter-over-quarter.
  • 9 funds opened new Universal Technical Institute positions in Q1 2023 and 6 closed out, a net change of +3 holders.
  • The largest Universal Technical Institute buyer in Q1 2023 was Boston Partners, an estimated $2.67M added.
  • The largest Universal Technical Institute seller in Q1 2023 was PenderFund Capital Management, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2023.