We are live on ! Find out more
UTI icon

Universal Technical Institute
UTI

201 hedge funds and large institutions have $1.24B invested in Universal Technical Institute in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $632K

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 21

63% more capital invested

Capital invested by funds: $761M → $1.24B (+$476M)

33% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 57

10% more funds holding

Funds holding: 183 → 201 (+18)

2.15% more ownership

Funds ownership: 86.94% → 89.09% (+2.2%)

Holders
201
Holders Change
+18
Holders Change %
+9.84%
% of All Funds
2.65%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
42
Increased
76
Reduced
57
Closed
21
Calls
$2.44M
Puts
$632K
Net Calls
+$1.81M
Net Calls Change
+$1.84M

Top Buyers

1
DI
DUMAC Inc
North Carolina
+$35M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$25.4M
3
Victory Capital Management
Victory Capital Management
Texas
+$10.1M
4
PAIM
Punch & Associates Investment Management
Minnesota
+$8.66M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$6.18M

Top Sellers

1
CCM
Coliseum Capital Management
Connecticut
-$51.7M
2
PWAM
Park West Asset Management
California
-$11.3M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$8.97M
4
BCM
Bridgeway Capital Management
Texas
-$7.39M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
201
Lindbrook Capital
California
$231 +$104 +5 +125%
EWA
202
EverSource Wealth Advisors
Alabama
$51 +$42 +2 New
RCAP
203
Resolute Capital Asset Partners
Colorado
– -$4.14M -254,652 Closed
SRFM
204
Shannon River Fund Management
New York
– -$3.38M -207,722 Closed
WU
205
Washington University
Missouri
– -$1.89M -116,276 Closed
Calamos Advisors
206
Calamos Advisors
Illinois
– -$935K -57,504 Closed
DM
207
Deerfield Management
New York
– -$581K -35,726 Closed
SW
208
Simplicity Wealth
New Jersey
– -$532K -32,720 Closed
WC
209
Weil Company
California
– -$510K -31,357 Closed
SPA
210
Sherbrooke Park Advisers
New York
– -$430K -26,462 Closed
DTL
211
Dynamic Technology Lab
Singapore
– -$348K -21,403 Closed
AI
212
Acuitas Investments
Washington
– -$304K -18,695 Closed
Verition Fund Management
213
Verition Fund Management
Connecticut
– -$298K -18,326 Closed
HSBC Holdings
214
HSBC Holdings
United Kingdom
– -$249K -15,532 Closed
YIH
215
Y-Intercept (HK)
Hong Kong
– -$174K -10,724 Closed
SSA
216
Schonfeld Strategic Advisors
New York
– -$174K -10,700 Closed
Squarepoint
217
Squarepoint
New York
– -$168K -10,305 Closed
IAIM
218
International Assets Investment Management
Florida
– -$250 -4,065 Closed
Allspring Global Investments
219
Allspring Global Investments
North Carolina
– -$6.11K -376 Closed
MIM
220
Macroview Investment Management
Maryland
– -$5.43K -334 Closed
CPA
221
Capital Performance Advisors
California
– -$211 -13 Closed
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
– -$49 -3 Closed
5 6 7 8
9

UTI Hedge Fund Activity: Q4 2024 in Review

201 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2024, worth a combined $1.24B — up 63% from $761M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new UTI positions and 21 closed out — a net gain of 21 holders — while 76 added to existing stakes and 57 trimmed.

The largest buyer was DUMAC Inc, opening a new position worth an estimated $35M. The largest seller was Coliseum Capital Management, cutting an estimated $51.7M.

  • 201 institutional investors held Universal Technical Institute (UTI) as of Q4 2024, up from 183 in Q3 2024.
  • Funds reported $1.24B of Universal Technical Institute stock for Q4 2024, up 63% quarter-over-quarter.
  • 42 funds opened new Universal Technical Institute positions in Q4 2024 and 21 closed out, a net change of +21 holders.
  • The largest Universal Technical Institute buyer in Q4 2024 was DUMAC Inc, an estimated $35M added.
  • The largest Universal Technical Institute seller in Q4 2024 was Coliseum Capital Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q4 2024.