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Universal Technical Institute
UTI

82 hedge funds and large institutions have $126M invested in Universal Technical Institute in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

1.15% less ownership

Funds ownership: 65.93% → 64.78% (-1.1%)

8% less funds holding

Funds holding: 89 → 82 (-7)

10% less capital invested

Capital invested by funds: $140M → $126M (-$14.3M)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.4M

Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
35
Reduced
30
Closed
9
Calls
–
Puts
$1.4M
Net Calls
-$1.4M
Net Calls Change
-$1.02M

Top Buyers

1
PCM
PenderFund Capital Management
British Columbia, Canada
+$4.16M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$3.73M
3
Victory Capital Management
Victory Capital Management
Texas
+$2.74M
4
PI
Putnam Investments
Massachusetts
+$840K
5
RCMC
RK Capital Management (Colorado)
Colorado
+$747K

Top Sellers

1
2L
22NW LP
Washington
-$11.5M
2
MPAM
Monarch Partners Asset Management
Massachusetts
-$872K
3
Renaissance Technologies
Renaissance Technologies
New York
-$820K
4
Millennium Management
Millennium Management
New York
-$486K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$442K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1
Park West Asset Management
California
$17.9M – – –
BlackRock
2
BlackRock
New York
$12.2M +$588K +95,197 +5%
Renaissance Technologies
3
Renaissance Technologies
New York
$9.48M -$820K -132,849 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.13M +$606K +98,130 +7%
PCM
5
PenderFund Capital Management
British Columbia, Canada
$9.09M +$4.16M +674,357 +120%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$6.58M +$3.73M +604,534 +116%
RA
7
Royce & Associates
New York
$6.33M – – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$4.93M -$173K -28,024 -3%
PAIM
9
Punch & Associates Investment Management
Minnesota
$4.58M +$132K +21,300 +3%
RCMC
10
RK Capital Management (Colorado)
Colorado
$4.39M +$747K +120,900 +19%
PI
11
Putnam Investments
Massachusetts
$3.43M +$840K +136,100 +30%
Victory Capital Management
12
Victory Capital Management
Texas
$3.28M +$2.74M +443,982 +379%
2L
13
22NW LP
Washington
$2.9M -$11.5M -1,860,885 -79%
State Street
14
State Street
Massachusetts
$2.75M -$75.4K -12,212 -3%
RC
15
RBF Capital
California
$2.7M – – –
CS
16
Credit Suisse
Switzerland
$2.68M -$61.8K -10,013 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.48M +$194K +31,344 +8%
Northern Trust
18
Northern Trust
Illinois
$1.94M -$10.7K -1,739 -0.5%
WC
19
Walthausen & Co
New York
$1.86M +$338K +54,720 +21%
AIC
20
AWM Investment Company
New York
$1.51M +$612K +99,073 +62%
GI
21
GAMCO Investors
Connecticut
$1.34M -$10.5K -1,700 -0.7%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$1.33M -$327K -52,989 -19%
BCM
23
Bridgeway Capital Management
Texas
$1.02M +$661K +107,000 +159%
PCM
24
Perritt Capital Management
Illinois
$659K +$64.8K +10,500 +10%
N
25
Nuveen
North Carolina
$594K -$9.22K -1,494 -1%
1
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UTI Hedge Fund Activity: Q1 2021 in Review

82 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q1 2021, worth a combined $126M — down 10% from $140M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UTI and 3 opened new positions — a net loss of 6 holders — while 30 trimmed existing stakes and 35 added.

The largest buyer was PenderFund Capital Management, adding an estimated $4.16M. The largest seller was 22NW LP, cutting an estimated $11.5M.

  • 82 institutional investors held Universal Technical Institute (UTI) as of Q1 2021, down from 89 in Q4 2020.
  • Funds reported $126M of Universal Technical Institute stock for Q1 2021, down 10% quarter-over-quarter.
  • 3 funds opened new Universal Technical Institute positions in Q1 2021 and 9 closed out, a net change of -6 holders.
  • The largest Universal Technical Institute buyer in Q1 2021 was PenderFund Capital Management, an estimated $4.16M added.
  • The largest Universal Technical Institute seller in Q1 2021 was 22NW LP, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2021.