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Universal Technical Institute

47 hedge funds and large institutions have $49.5M invested in Universal Technical Institute in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $52M → $49.5M (-$2.42M)

1.14% less ownership

Funds ownership: 58.8%57.66% (-1.1%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

18% less funds holding

Funds holding: 5747 (-10)

90% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 10

Holders
47
Holders Change
-10
Holders Change %
-17.54%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
1
Increased
14
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Coliseum Capital Management
Connecticut
$12.5M
SCM
2
Stadium Capital Management
Connecticut
$7.65M -$823K -234,840 -10%
Renaissance Technologies
3
Renaissance Technologies
New York
$4.69M +$301K +85,870 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.92M +$101K +28,802 +4%
RA
5
Royce & Associates
New York
$2.69M
NCM
6
Nantahala Capital Management
Connecticut
$2.32M
Alyeska Investment Group
7
Alyeska Investment Group
Illinois
$2M +$695K +198,298 +53%
2L
8
22NW LP
Washington
$1.86M
BlackRock
9
BlackRock
New York
$1.69M +$2.21K +632 +0.1%
ROC
10
Robertson Opportunity Capital
Texas
$1.66M
Vanguard Group
11
Vanguard Group
Pennsylvania
$1.63M +$239K +68,311 +17%
GI
12
GAMCO Investors
Connecticut
$1M -$14K -4,000 -1%
RC
13
RBF Capital
California
$779K
BCM
14
Bridgeway Capital Management
Texas
$632K +$375K +107,000 +143%
QCMC
15
Quantum Capital Management (California)
California
$601K +$568K +162,198 +1,477%
GF
16
Gabelli Funds
New York
$576K -$66.6K -19,000 -10%
MVM
17
McClain Value Management
Connecticut
$433K +$12.9K +3,677 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$405K
SC
19
Skylands Capital
Wisconsin
$375K +$116K +33,150 +44%
Macquarie Group
20
Macquarie Group
Australia
$289K +$292K +83,200 New
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$278K
MC
22
Menta Capital
California
$267K -$1.4K -400 -0.5%
TA
23
Teton Advisors
New York
$260K
Deutsche Bank
24
Deutsche Bank
Germany
$237K +$126K +35,874 +110%
Invesco
25
Invesco
Georgia
$229K +$14K +3,982 +6%

UTI Hedge Fund Activity: Q3 2017 in Review

47 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q3 2017, worth a combined $49.5M — down 4.7% from $52M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of UTI and 1 opened new positions — a net loss of 9 holders — while 16 trimmed existing stakes and 14 added.

The largest buyer was Alyeska Investment Group, adding an estimated $695K. The largest seller was Heartland Advisors, exiting entirely with an estimated $1.52M sold.

  • 47 institutional investors held Universal Technical Institute (UTI) as of Q3 2017, down from 57 in Q2 2017.
  • Funds reported $49.5M of Universal Technical Institute stock for Q3 2017, down 4.7% quarter-over-quarter.
  • 1 fund opened new Universal Technical Institute positions in Q3 2017 and 10 closed out, a net change of -9 holders.
  • The largest Universal Technical Institute buyer in Q3 2017 was Alyeska Investment Group, an estimated $695K added.
  • The largest Universal Technical Institute seller in Q3 2017 was Heartland Advisors, an estimated $1.52M sold.

Based on aggregated 13F filings for Q3 2017.