Universal Technical Institute
104 hedge funds and large institutions have $207M invested in Universal Technical Institute in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
16% more funds holding
Funds holding: 90 → 104 (+14)
5% more capital invested
Capital invested by funds: $198M → $207M (+$8.95M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.36% less ownership
Funds ownership: 83.6% → 82.24% (-1.4%)
19% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 36
66% less call options, than puts
Call options by funds: $108K | Put options by funds: $319K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$3.32M |
| 2 |
Morgan Stanley
New York
|
+$2.48M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.43M |
| 4 |
RPAM
Rhenman & Partners Asset Management
Stockholm,
Sweden
|
+$641K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$611K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$6.59M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$5.21M |
| 3 |
DP
Dearborn Partners
Chicago,
Illinois
|
-$1.01M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$772K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$446K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | +$1.47K | +140 | New |
|
|
NPC
102
National Planning Corporation
El Segundo,
California
| $289 | +$315 | +30 | New |
|
103
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $142 | -$4.06K | -386 | -3% |
|
|
CAM
104
Capstone Asset Management
Houston,
Texas
| – | -$99K | -10,540 | Closed |
|
|
AAM
105
Auxier Asset Management
Aurora,
Oregon
| – | -$95K | -10,211 | Closed |
|
106
BNP Paribas Financial Markets
Paris,
France
| – | -$11.8K | -1,263 | Closed |
|
107
Creative Planning
Overland Park,
Kansas
| – | +$505 | +48 | New |
|
UTI Hedge Fund Activity: Q4 2014 in Review
104 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2014, worth a combined $207M — up 4.5% from $198M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new UTI positions and 3 closed out — a net gain of 16 holders — while 29 added to existing stakes and 36 trimmed.
The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $3.32M. The largest seller was Royce & Associates, cutting an estimated $6.59M.
- 104 institutional investors held Universal Technical Institute (UTI) as of Q4 2014, up from 90 in Q3 2014.
- Funds reported $207M of Universal Technical Institute stock for Q4 2014, up 4.5% quarter-over-quarter.
- 19 funds opened new Universal Technical Institute positions in Q4 2014 and 3 closed out, a net change of +16 holders.
- The largest Universal Technical Institute buyer in Q4 2014 was T. Rowe Price Associates, an estimated $3.32M added.
- The largest Universal Technical Institute seller in Q4 2014 was Royce & Associates, an estimated $6.59M sold.
Based on aggregated 13F filings for Q4 2014.