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Universal Technical Institute

48 hedge funds and large institutions have $37.6M invested in Universal Technical Institute in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

5.01% more ownership

Funds ownership: 57.66%62.67% (+5%)

2% more funds holding

Funds holding: 4748 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

24% less capital invested

Capital invested by funds: $49.5M → $37.6M (-$11.9M)

47% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 17

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
9
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Coliseum Capital Management
Connecticut
$8.64M
SCM
2
Stadium Capital Management
Connecticut
$5.29M
PVAM
3
Pacific View Asset Management
California
$3.47M +$4.54M +1,444,230 New
Renaissance Technologies
4
Renaissance Technologies
New York
$3.3M +$70.6K +22,430 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2M -$23K -7,300 -0.9%
RA
6
Royce & Associates
New York
$1.86M
2L
7
22NW LP
Washington
$1.64M +$461K +146,615 +27%
NCM
8
Nantahala Capital Management
Connecticut
$1.6M
Alyeska Investment Group
9
Alyeska Investment Group
Illinois
$1.38M
Vanguard Group
10
Vanguard Group
Pennsylvania
$1.26M +$166K +52,626 +11%
BlackRock
11
BlackRock
New York
$1.17M +$6.67K +2,120 +0.4%
ROC
12
Robertson Opportunity Capital
Texas
$856K -$379K -120,479 -25%
GI
13
GAMCO Investors
Connecticut
$686K -$9.44K -3,000 -1%
QCMC
14
Quantum Capital Management (California)
California
$569K +$201K +63,758 +37%
RC
15
RBF Capital
California
$531K -$9.76K -3,101 -1%
BCM
16
Bridgeway Capital Management
Texas
$437K
GF
17
Gabelli Funds
New York
$296K -$135K -42,800 -26%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$280K
SC
19
Skylands Capital
Wisconsin
$259K
MVM
20
McClain Value Management
Connecticut
$235K -$84.9K -26,977 -22%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$192K
MC
22
Menta Capital
California
$176K -$11.3K -3,576 -5%
TA
23
Teton Advisors
New York
$175K -$6.29K -2,000 -3%
Invesco
24
Invesco
Georgia
$161K +$2.97K +944 +1%
Deutsche Bank
25
Deutsche Bank
Germany
$160K -$5.25K -1,667 -2%

UTI Hedge Fund Activity: Q4 2017 in Review

48 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2017, worth a combined $37.6M — down 24% from $49.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UTI positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 17 trimmed.

The largest buyer was 22NW LP, adding an estimated $461K. The largest seller was Robertson Opportunity Capital, cutting an estimated $379K.

  • 48 institutional investors held Universal Technical Institute (UTI) as of Q4 2017, up from 47 in Q3 2017.
  • Funds reported $37.6M of Universal Technical Institute stock for Q4 2017, down 24% quarter-over-quarter.
  • 6 funds opened new Universal Technical Institute positions in Q4 2017 and 5 closed out, a net change of +1 holder.
  • The largest Universal Technical Institute buyer in Q4 2017 was 22NW LP, an estimated $461K added.
  • The largest Universal Technical Institute seller in Q4 2017 was Robertson Opportunity Capital, an estimated $379K sold.

Based on aggregated 13F filings for Q4 2017.