Universal Technical Institute
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.
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
Top Buyers
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$2.67M |
| 2 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$1.84M |
| 3 |
Goldman Sachs
New York
|
+$1.1M |
| 4 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
+$1.06M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$875K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Lazard Asset Management
New York
| – | -$17K | -2,675 | Closed |
|
102
Rockefeller Capital Management
New York
| – | -$10K | -1,500 | Closed |
|
103
Simplex Trading
Chicago,
Illinois
| – | -$7.02K | -985 | -91% |
|
104
Citigroup
New York
| – | -$1.5K | -223 | Closed |
|
|
CS
105
Credit Suisse
Zurich,
Switzerland
| – | -$7 | -1 | Closed |
|
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.