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Universal Technical Institute

43 hedge funds and large institutions have $46.8M invested in Universal Technical Institute in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $37.6M → $46.8M (+$9.21M)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

1.02% more ownership

Funds ownership: 62.67%63.68% (+1%)

10% less funds holding

Funds holding: 4843 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
4
Increased
13
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Coliseum Capital Management
Connecticut
$10.6M
SCM
2
Stadium Capital Management
Connecticut
$6.49M
PVAM
3
Pacific View Asset Management
California
$5.61M +$1.23M +464,015 +32%
Renaissance Technologies
4
Renaissance Technologies
New York
$4.07M +$26.6K +10,015 +0.7%
2L
5
22NW LP
Washington
$3.19M +$1.06M +400,924 +59%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.46M
RA
7
Royce & Associates
New York
$2.28M
Alyeska Investment Group
8
Alyeska Investment Group
Illinois
$1.8M +$102K +38,358 +7%
Vanguard Group
9
Vanguard Group
Pennsylvania
$1.75M +$196K +73,921 +14%
BlackRock
10
BlackRock
New York
$1.43M -$7.89K -2,977 -0.6%
QCMC
11
Quantum Capital Management (California)
California
$1.07M +$338K +127,535 +54%
ROC
12
Robertson Opportunity Capital
Texas
$1.05M -$2.39K -900 -0.3%
GI
13
GAMCO Investors
Connecticut
$832K -$7.96K -3,000 -1%
RC
14
RBF Capital
California
$651K
BCM
15
Bridgeway Capital Management
Texas
$462K -$66.3K -25,000 -14%
TA
16
Teton Advisors
New York
$382K +$151K +57,000 +78%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$343K
GF
18
Gabelli Funds
New York
$340K -$20.2K -7,618 -6%
SC
19
Skylands Capital
Wisconsin
$318K
MVM
20
McClain Value Management
Connecticut
$306K +$16.7K +6,296 +6%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$235K
MC
22
Menta Capital
California
$216K
Northern Trust
23
Northern Trust
Illinois
$159K +$4.01K +1,514 +3%
Deutsche Bank
24
Deutsche Bank
Germany
$132K -$57.7K -21,745 -33%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$97K -$3.98K -1,500 -4%

UTI Hedge Fund Activity: Q1 2018 in Review

43 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q1 2018, worth a combined $46.8M — up 24% from $37.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UTI and 4 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 13 added.

The largest buyer was Pacific View Asset Management, adding an estimated $1.23M. The largest seller was Nantahala Capital Management, exiting entirely with an estimated $1.6M sold.

  • 43 institutional investors held Universal Technical Institute (UTI) as of Q1 2018, down from 48 in Q4 2017.
  • Funds reported $46.8M of Universal Technical Institute stock for Q1 2018, up 24% quarter-over-quarter.
  • 4 funds opened new Universal Technical Institute positions in Q1 2018 and 9 closed out, a net change of -5 holders.
  • The largest Universal Technical Institute buyer in Q1 2018 was Pacific View Asset Management, an estimated $1.23M added.
  • The largest Universal Technical Institute seller in Q1 2018 was Nantahala Capital Management, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2018.