Universal Technical Institute
104 hedge funds and large institutions have $184M invested in Universal Technical Institute in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
27% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 33
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0% more funds holding
Funds holding: 104 → 104 (0)
10% less call options, than puts
Call options by funds: $232K | Put options by funds: $257K
4.79% less ownership
Funds ownership: 82.24% → 77.45% (-4.8%)
11% less capital invested
Capital invested by funds: $207M → $184M (-$22.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$3.29M |
| 2 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$2.57M |
| 3 |
ROC
Robertson Opportunity Capital
Dallas,
Texas
|
+$2.32M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.97M |
| 5 |
Morgan Stanley
New York
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$29.1M |
| 2 |
RPAM
Rhenman & Partners Asset Management
Stockholm,
Sweden
|
-$6.79M |
| 3 |
RA
Royce & Associates
New York
|
-$2.18M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$1.9M |
| 5 |
Bank of New York Mellon
New York
|
-$423K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
101
Ladenburg Thalmann Financial Services
Miami,
Florida
| $1K | -$418 | -45 | -31% |
|
102
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
103
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $142 | +$3.27K | +352 | +2% |
|
|
VVP
104
Vulcan Value Partners
Birmingham,
Alabama
| – | -$29.1M | -2,960,658 | Closed |
|
|
RPAM
105
Rhenman & Partners Asset Management
Stockholm,
Sweden
| – | -$6.79M | -61,000 | Closed |
|
106
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$237K | -24,083 | Closed |
|
|
ARTA
107
A.R.T. Advisors
New York
| – | -$194K | -19,716 | Closed |
|
108
Group One Trading
Chicago,
Illinois
| – | -$3K | -300 | Closed |
|
|
GAM
109
Gemmer Asset Management
Walnut Creek,
California
| – | -$1K | -68 | Closed |
|
|
NPC
110
National Planning Corporation
El Segundo,
California
| – | -$289 | -30 | Closed |
|
111
Fifth Third Bancorp
Cincinnati,
Ohio
| – | +$353 | +38 | New |
|
UTI Hedge Fund Activity: Q1 2015 in Review
104 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q1 2015, worth a combined $184M — down 11% from $207M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UTI positions and 8 closed out — a net gain of 1 holder — while 42 added to existing stakes and 33 trimmed.
The largest buyer was Brandywine Global Investment Management, adding an estimated $3.29M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $29.1M sold.
- 104 institutional investors held Universal Technical Institute (UTI) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $184M of Universal Technical Institute stock for Q1 2015, down 11% quarter-over-quarter.
- 9 funds opened new Universal Technical Institute positions in Q1 2015 and 8 closed out, a net change of +1 holder.
- The largest Universal Technical Institute buyer in Q1 2015 was Brandywine Global Investment Management, an estimated $3.29M added.
- The largest Universal Technical Institute seller in Q1 2015 was Vulcan Value Partners, an estimated $29.1M sold.
Based on aggregated 13F filings for Q1 2015.