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Universal Technical Institute

68 hedge funds and large institutions have $104M invested in Universal Technical Institute in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

51% more funds holding

Funds holding: 4568 (+23)

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

20% more capital invested

Capital invested by funds: $87.1M → $104M (+$17.4M)

11% more call options, than puts

Call options by funds: $170K | Put options by funds: $153K

9.92% less ownership

Funds ownership: 62.76%52.84% (-9.9%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
68
Holders Change
+23
Holders Change %
+51.11%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
31
Increased
16
Reduced
12
Closed
7
Calls
$170K
Puts
$153K
Net Calls
+$17K
Net Calls Change
+$512K
Name Holding Trade Value Shares
Change
Change in
Stake
2L
1
22NW LP
Washington
$17.9M +$452K +75,000 +3%
PWAM
2
Park West Asset Management
California
$15.8M +$3.03M +502,170 +32%
Renaissance Technologies
3
Renaissance Technologies
New York
$12.9M +$649K +107,734 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.86M +$972K +161,327 +19%
RA
5
Royce & Associates
New York
$7.32M +$1.05M +175,000 +23%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$6.02M +$39.2K +6,500 +0.8%
PAMP
7
Polar Asset Management Partners
Ontario, Canada
$5.31M +$4.15M +688,664 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
$4.04M +$3.16M +523,941 New
BlackRock
9
BlackRock
New York
$3.55M -$265K -43,968 -9%
RC
10
RBF Capital
California
$2.32M +$482K +80,000 +36%
GI
11
GAMCO Investors
Connecticut
$1.92M -$151K -25,000 -9%
EI
12
EAM Investors
California
$1.61M +$113K +18,787 +10%
MHP
13
Manatuck Hill Partners
Connecticut
$1.31M +$1.02M +170,000 New
MVM
14
McClain Value Management
Connecticut
$1.19M -$618K -102,552 -40%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.13M +$166K +27,606 +23%
BCM
16
Bridgeway Capital Management
Texas
$1.08M +$6.63K +1,100 +0.8%
TA
17
Teton Advisors
New York
$964K
Russell Investments Group
18
Russell Investments Group
United Kingdom
$799K +$627K +104,081 New
NCL
19
Nishkama Capital LLC
Puerto Rico
$764K +$597K +99,047 New
Millennium Management
20
Millennium Management
New York
$758K +$592K +98,261 New
FPC
21
Falcon Point Capital
California
$649K +$507K +84,192 New
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$617K
Neuberger Berman Group
23
Neuberger Berman Group
New York
$617K +$482K +80,000 New
ECM
24
ExodusPoint Capital Management
New York
$608K +$409K +67,902 +623%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$581K +$454K +75,400 New

UTI Hedge Fund Activity: Q4 2019 in Review

68 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2019, worth a combined $104M — up 20% from $87.1M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UTI positions and 7 closed out — a net gain of 24 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $4.15M. The largest seller was Coliseum Capital Management, exiting entirely with an estimated $19.6M sold.

  • 68 institutional investors held Universal Technical Institute (UTI) as of Q4 2019, up from 45 in Q3 2019.
  • Funds reported $104M of Universal Technical Institute stock for Q4 2019, up 20% quarter-over-quarter.
  • 31 funds opened new Universal Technical Institute positions in Q4 2019 and 7 closed out, a net change of +24 holders.
  • The largest Universal Technical Institute buyer in Q4 2019 was Polar Asset Management Partners, an estimated $4.15M added.
  • The largest Universal Technical Institute seller in Q4 2019 was Coliseum Capital Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q4 2019.