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Universal Technical Institute

130 hedge funds and large institutions have $535M invested in Universal Technical Institute in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,816% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $25K

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

148% more capital invested

Capital invested by funds: $216M → $535M (+$320M)

49.91% more ownership

Funds ownership: 75.49%125.4% (+50%)

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

29% more funds holding

Funds holding: 101130 (+29)

Holders
130
Holders Change
+29
Holders Change %
+28.71%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
35
Increased
44
Reduced
32
Closed
6
Calls
$2.73M
Puts
$25K
Net Calls
+$2.7M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
101
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$141K -$36.2K -3,574 -24%
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$131K +$23.3K +2,296 +28%
SEI Investments
103
SEI Investments
Pennsylvania
$130K +$105K +10,346 New
QT
104
Quantbot Technologies
New York
$123K +$99.7K +9,833 New
BL
105
BFSG LLC
California
$102K +$83K +8,182 New
EC
106
EntryPoint Capital
New York
$84.2K +$68.2K +6,722 New
Simplex Trading
107
Simplex Trading
Illinois
$81K +$66.4K +6,544 New
A
108
AJOVista
Massachusetts
$77.8K +$63.1K +6,217 New
TRCT
109
Tower Research Capital (TRC)
New York
$77.4K +$46.9K +4,629 +297%
California State Teachers Retirement System (CalSTRS)
110
California State Teachers Retirement System (CalSTRS)
California
$67.6K -$18.6K -1,838 -25%
Citigroup
111
Citigroup
New York
$58.5K +$44.6K +4,402 +1,607%
Osaic Holdings
112
Osaic Holdings
Arizona
$50.6K +$5.07K +500 +14%
AIP
113
Ameritas Investment Partners
Nebraska
$42.5K +$9.79K +965 +40%
AB
114
Amalgamated Bank
New York
$40K -$3.4K -335 -9%
SWM
115
Spire Wealth Management
Virginia
$37.2K -$1.93K -190 -7%
Legal & General Group
116
Legal & General Group
United Kingdom
$36K
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$23K
RIL
118
Rothschild Investment LLC
Illinois
$22.8K -$367K -36,232 -95%
GWMI
119
Guardian Wealth Management (Illinois)
Illinois
$19.9K
ME
120
McIlrath & Eck
Washington
$15.5K +$3.48K +343 +38%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$13.3K +$2.29K +226 +27%
CT
122
Colonial Trust
South Carolina
$8.3K
HIM
123
Hillsdale Investment Management
Ontario, Canada
$6.26K +$5.07K +500 New
QCG
124
Quadrant Capital Group
Ohio
$5.03K +$4.08K +402 New
Federated Hermes
125
Federated Hermes
Pennsylvania
$4.03K +$3.27K +322 New

UTI Hedge Fund Activity: Q4 2023 in Review

130 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2023, worth a combined $535M — up 148% from $216M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UTI positions and 6 closed out — a net gain of 29 holders — while 44 added to existing stakes and 32 trimmed.

The largest buyer was Coliseum Capital Management, adding an estimated $125M. The largest seller was Private Management Group, cutting an estimated $6.06M.

  • 130 institutional investors held Universal Technical Institute (UTI) as of Q4 2023, up from 101 in Q3 2023.
  • Funds reported $535M of Universal Technical Institute stock for Q4 2023, up 148% quarter-over-quarter.
  • 35 funds opened new Universal Technical Institute positions in Q4 2023 and 6 closed out, a net change of +29 holders.
  • The largest Universal Technical Institute buyer in Q4 2023 was Coliseum Capital Management, an estimated $125M added.
  • The largest Universal Technical Institute seller in Q4 2023 was Private Management Group, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2023.