Universal Technical Institute
99 hedge funds and large institutions have $263M invested in Universal Technical Institute in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
3% more funds holding
Funds holding: 96 → 99 (+3)
2% more call options, than puts
Call options by funds: $732K | Put options by funds: $716K
0.89% more ownership
Funds ownership: 81.51% → 82.41% (+0.89%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 36
6% less capital invested
Capital invested by funds: $279M → $263M (-$16.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$3.02M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$1.13M |
| 3 |
ROC
Robertson Opportunity Capital
Dallas,
Texas
|
+$861K |
| 4 |
Renaissance Technologies
New York
|
+$758K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$743K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$1.88M |
| 2 |
Bank of New York Mellon
New York
|
-$1.33M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$823K |
| 4 |
Two Sigma Investments
New York
|
-$699K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$602K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| – | -$226K | -15,300 | Closed |
|
102
Nomura Holdings
Tokyo,
Japan
| – | -$190K | -13,537 | Closed |
|
|
PA
103
Profund Advisors
Bethesda,
Maryland
| – | -$182K | -13,053 | Closed |
|
104
Millennium Management
New York
| – | -$148K | -10,625 | Closed |
|
|
NCCM
105
Nine Chapters Capital Management
Short Hills,
New Jersey
| – | -$143K | -10,300 | Closed |
|
|
CAM
106
Capstone Asset Management
Houston,
Texas
| – | -$142K | -10,219 | Closed |
|
|
CAM
107
ClariVest Asset Management
San Diego,
California
| – | -$113K | -8,129 | Closed |
|
|
HNB
108
Huntington National Bank
Columbus,
Ohio
| – | -$3K | -229 | Closed |
|
109
Creative Planning
Overland Park,
Kansas
| – | -$1K | -95 | Closed |
|
|
GAM
110
Gemmer Asset Management
Walnut Creek,
California
| – | +$210 | +16 | New |
|
UTI Hedge Fund Activity: Q1 2014 in Review
99 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q1 2014, worth a combined $263M — down 5.9% from $279M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new UTI positions and 11 closed out — a net gain of 3 holders — while 35 added to existing stakes and 36 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $3.02M. The largest seller was Royce & Associates, cutting an estimated $1.88M.
- 99 institutional investors held Universal Technical Institute (UTI) as of Q1 2014, up from 96 in Q4 2013.
- Funds reported $263M of Universal Technical Institute stock for Q1 2014, down 5.9% quarter-over-quarter.
- 14 funds opened new Universal Technical Institute positions in Q1 2014 and 11 closed out, a net change of +3 holders.
- The largest Universal Technical Institute buyer in Q1 2014 was Vulcan Value Partners, an estimated $3.02M added.
- The largest Universal Technical Institute seller in Q1 2014 was Royce & Associates, an estimated $1.88M sold.
Based on aggregated 13F filings for Q1 2014.