Universal Technical Institute
96 hedge funds and large institutions have $279M invested in Universal Technical Institute in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
69% more call options, than puts
Call options by funds: $1.11M | Put options by funds: $658K
20% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 30
17% more capital invested
Capital invested by funds: $239M → $279M (+$40.1M)
13% more funds holding
Funds holding: 85 → 96 (+11)
0.83% more ownership
Funds ownership: 80.69% → 81.51% (+0.83%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
Top Sellers
| 1 |
RA
Royce & Associates
New York
|
-$2.48M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.27M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.41M |
| 4 |
MVM
McClain Value Management
New Canaan,
Connecticut
|
-$1.31M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$605K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
US Bancorp
Minneapolis,
Minnesota
| – | -$4K | -307 | Closed |
|
UTI Hedge Fund Activity: Q4 2013 in Review
96 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2013, worth a combined $279M — up 17% from $239M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new UTI positions and 5 closed out — a net gain of 11 holders — while 36 added to existing stakes and 30 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $5.07M. The largest seller was Royce & Associates, cutting an estimated $2.48M.
- 96 institutional investors held Universal Technical Institute (UTI) as of Q4 2013, up from 85 in Q3 2013.
- Funds reported $279M of Universal Technical Institute stock for Q4 2013, up 17% quarter-over-quarter.
- 16 funds opened new Universal Technical Institute positions in Q4 2013 and 5 closed out, a net change of +11 holders.
- The largest Universal Technical Institute buyer in Q4 2013 was Vulcan Value Partners, an estimated $5.07M added.
- The largest Universal Technical Institute seller in Q4 2013 was Royce & Associates, an estimated $2.48M sold.
Based on aggregated 13F filings for Q4 2013.