Universal Technical Institute
112 hedge funds and large institutions have $179M invested in Universal Technical Institute in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 24 closing their positions.
54% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 24
13% more funds holding
Funds holding: 99 → 112 (+13)
9.31% more ownership
Funds ownership: 66.1% → 75.41% (+9.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 33
8% less capital invested
Capital invested by funds: $195M → $179M (-$15.8M)
54% less call options, than puts
Call options by funds: $34K | Put options by funds: $74K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$11.4M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$4.21M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$3.63M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.24M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IP
Invenire Partners
Ridgefield,
Connecticut
|
-$2.66M |
| 2 |
Millennium Management
New York
|
-$2.5M |
| 3 |
RC
RBF Capital
San Francisco,
California
|
-$1.81M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$1.8M |
| 5 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
-$1.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
126
Bosun Asset Management
Chicago,
Illinois
| – | -$102K | -11,500 | Closed |
|
|
SSA
127
Schonfeld Strategic Advisors
New York
| – | -$93K | -10,429 | Closed |
|
128
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$91K | -10,255 | Closed |
|
129
Lazard Asset Management
New York
| – | -$47K | -5,345 | Closed |
|
130
Group One Trading
Chicago,
Illinois
| – | -$33.8K | -3,835 | Closed |
|
131
Koshinski Asset Management
Decatur,
Illinois
| – | -$25.6K | -2,892 | Closed |
|
132
Simplex Trading
Chicago,
Illinois
| – | -$10.7K | -1,215 | Closed |
|
133
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$6K | -679 | Closed |
|
|
OCM
134
Ovata Capital Management
Hong Kong
| – | -$5K | -600 | Closed |
|
|
T
135
TCWP
Beachwood,
Ohio
| – | -$2K | -255 | Closed |
|
|
CS
136
Credit Suisse
Zurich,
Switzerland
| – | +$485 | +55 | New |
|
UTI Hedge Fund Activity: Q2 2022 in Review
112 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q2 2022, worth a combined $179M — down 8.1% from $195M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new UTI positions and 24 closed out — a net gain of 13 holders — while 32 added to existing stakes and 33 trimmed.
The largest buyer was BlackRock, adding an estimated $11.4M. The largest seller was Invenire Partners, exiting entirely with an estimated $2.66M sold.
- 112 institutional investors held Universal Technical Institute (UTI) as of Q2 2022, up from 99 in Q1 2022.
- Funds reported $179M of Universal Technical Institute stock for Q2 2022, down 8.1% quarter-over-quarter.
- 37 funds opened new Universal Technical Institute positions in Q2 2022 and 24 closed out, a net change of +13 holders.
- The largest Universal Technical Institute buyer in Q2 2022 was BlackRock, an estimated $11.4M added.
- The largest Universal Technical Institute seller in Q2 2022 was Invenire Partners, an estimated $2.66M sold.
Based on aggregated 13F filings for Q2 2022.