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Universal Technical Institute

38 hedge funds and large institutions have $56.3M invested in Universal Technical Institute in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $41.3M → $56.3M (+$15M)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.68% less ownership

Funds ownership: 61.62%60.95% (-0.68%)

3% less funds holding

Funds holding: 3938 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
3
Increased
10
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Coliseum Capital Management
Connecticut
$13.1M
PVAM
2
Pacific View Asset Management
California
$8.37M +$169K +59,498 +3%
2L
3
22NW LP
Washington
$8.21M +$2.85M +1,005,000 +81%
Renaissance Technologies
4
Renaissance Technologies
New York
$5.22M +$28.8K +10,138 +0.7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.1M +$693K +243,862 +40%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.9M -$13.6K -4,803 -0.6%
RA
7
Royce & Associates
New York
$2.83M
Alyeska Investment Group
8
Alyeska Investment Group
Illinois
$2.2M +$192K +67,709 +13%
SCM
9
Stadium Capital Management
Connecticut
$2.06M -$2.55M -897,801 -61%
BlackRock
10
BlackRock
New York
$1.9M +$50.8K +17,878 +4%
GI
11
GAMCO Investors
Connecticut
$1.03M
RC
12
RBF Capital
California
$808K
MVM
13
McClain Value Management
Connecticut
$747K
Northern Trust
14
Northern Trust
Illinois
$525K +$254K +89,307 +164%
TA
15
Teton Advisors
New York
$475K
Geode Capital Management
16
Geode Capital Management
Massachusetts
$426K
BCM
17
Bridgeway Capital Management
Texas
$360K -$166K -58,400 -37%
GF
18
Gabelli Funds
New York
$347K
WPC
19
White Pine Capital
Minnesota
$325K -$5.68K -2,000 -2%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$292K
MC
21
Menta Capital
California
$250K
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$127K +$99.2K +34,925 New
Deutsche Bank
23
Deutsche Bank
Germany
$113K -$2.44K -858 -3%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$113K -$568 -200 -0.6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$93K +$16.5K +5,824 +30%

UTI Hedge Fund Activity: Q4 2018 in Review

38 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2018, worth a combined $56.3M — up 36% from $41.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of UTI and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 10 added.

The largest buyer was 22NW LP, adding an estimated $2.85M. The largest seller was Stadium Capital Management, cutting an estimated $2.55M.

  • 38 institutional investors held Universal Technical Institute (UTI) as of Q4 2018, down from 39 in Q3 2018.
  • Funds reported $56.3M of Universal Technical Institute stock for Q4 2018, up 36% quarter-over-quarter.
  • 3 funds opened new Universal Technical Institute positions in Q4 2018 and 4 closed out, a net change of -1 holder.
  • The largest Universal Technical Institute buyer in Q4 2018 was 22NW LP, an estimated $2.85M added.
  • The largest Universal Technical Institute seller in Q4 2018 was Stadium Capital Management, an estimated $2.55M sold.

Based on aggregated 13F filings for Q4 2018.