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Universal Technical Institute

89 hedge funds and large institutions have $140M invested in Universal Technical Institute in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $114M → $140M (+$26.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.91% less ownership

Funds ownership: 68.84%65.93% (-2.9%)

9% less funds holding

Funds holding: 9889 (-9)

17% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 36

29% less call options, than puts

Call options by funds: $959K | Put options by funds: $1.34M

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

Holders
89
Holders Change
-9
Holders Change %
-9.18%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
30
Reduced
36
Closed
15
Calls
$959K
Puts
$1.34M
Net Calls
-$383K
Net Calls Change
+$525K
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1
Park West Asset Management
California
$19.8M
2L
2
22NW LP
Washington
$15.2M +$186K +32,500 +1%
BlackRock
3
BlackRock
New York
$12.9M +$441K +77,017 +4%
Renaissance Technologies
4
Renaissance Technologies
New York
$11.3M -$935K -163,200 -8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.47M +$73.9K +12,896 +0.9%
RA
6
Royce & Associates
New York
$7M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$5.64M -$102K -17,759 -2%
PAIM
8
Punch & Associates Investment Management
Minnesota
$4.93M +$282K +49,200 +7%
PCM
9
PenderFund Capital Management
British Columbia, Canada
$4.63M +$407K +70,981 +14%
RCMC
10
RK Capital Management (Colorado)
Colorado
$4.07M +$650K +113,500 +22%
Alyeska Investment Group
11
Alyeska Investment Group
Illinois
$3.37M +$654K +114,135 +28%
State Street
12
State Street
Massachusetts
$3.13M +$858K +149,756 +45%
TAM
13
THB Asset Management
Connecticut
$3.1M -$305K -53,180 -10%
CS
14
Credit Suisse
Switzerland
$3.03M +$33.1K +5,784 +1%
RC
15
RBF Capital
California
$2.99M +$408K +71,319 +18%
PI
16
Putnam Investments
Massachusetts
$2.92M +$733K +127,980 +40%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.54M +$123K +21,518 +6%
Northern Trust
18
Northern Trust
Illinois
$2.16M -$50.4K -8,798 -3%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$1.81M -$55.1K -9,614 -3%
WC
20
Walthausen & Co
New York
$1.71M +$237K +41,410 +19%
GI
21
GAMCO Investors
Connecticut
$1.5M
AIC
22
AWM Investment Company
New York
$1.03M +$909K +158,781 New
MPAM
23
Monarch Partners Asset Management
Massachusetts
$872K -$342K -59,716 -31%
Victory Capital Management
24
Victory Capital Management
Texas
$758K +$178K +31,146 +36%
N
25
Nuveen
North Carolina
$667K +$10.4K +1,823 +2%

UTI Hedge Fund Activity: Q4 2020 in Review

89 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2020, worth a combined $140M — up 23% from $114M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UTI and 6 opened new positions — a net loss of 9 holders — while 36 trimmed existing stakes and 30 added.

The largest buyer was AWM Investment Company, opening a new position worth an estimated $909K. The largest seller was Goldman Sachs, cutting an estimated $3.66M.

  • 89 institutional investors held Universal Technical Institute (UTI) as of Q4 2020, down from 98 in Q3 2020.
  • Funds reported $140M of Universal Technical Institute stock for Q4 2020, up 23% quarter-over-quarter.
  • 6 funds opened new Universal Technical Institute positions in Q4 2020 and 15 closed out, a net change of -9 holders.
  • The largest Universal Technical Institute buyer in Q4 2020 was AWM Investment Company, an estimated $909K added.
  • The largest Universal Technical Institute seller in Q4 2020 was Goldman Sachs, an estimated $3.66M sold.

Based on aggregated 13F filings for Q4 2020.