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Universal Technical Institute

112 hedge funds and large institutions have $179M invested in Universal Technical Institute in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

13% more funds holding

Funds holding: 99112 (+13)

9.31% more ownership

Funds ownership: 66.1%75.41% (+9.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

8% less capital invested

Capital invested by funds: $195M → $179M (-$15.8M)

54% less call options, than puts

Call options by funds: $34K | Put options by funds: $74K

Holders
112
Holders Change
+13
Holders Change %
+13.13%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
32
Reduced
33
Closed
24
Calls
$34K
Puts
$74K
Net Calls
-$40K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1
Park West Asset Management
California
$18.1M -$441K -50,000 -2%
BlackRock
2
BlackRock
New York
$12.8M +$11.4M +1,292,352 +255%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.6M +$2.12M +240,536 +17%
Renaissance Technologies
4
Renaissance Technologies
New York
$10.4M -$639K -72,500 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$8.13M +$1.64M +186,426 +20%
AIC
6
AWM Investment Company
New York
$8.03M -$342K -38,751 -3%
RA
7
Royce & Associates
New York
$7.73M
PAIM
8
Punch & Associates Investment Management
Minnesota
$7.3M -$409K -46,378 -4%
PCM
9
PenderFund Capital Management
British Columbia, Canada
$5.8M -$1.37M -155,300 -20%
Morgan Stanley
10
Morgan Stanley
New York
$5.59M +$53.9K +6,112 +0.8%
PI
11
Putnam Investments
Massachusetts
$5.31M +$400K +45,418 +6%
RC
12
RBF Capital
California
$5.22M -$1.81M -205,553 -22%
Deutsche Bank
13
Deutsche Bank
Germany
$4.71M +$3.63M +411,970 +166%
Victory Capital Management
14
Victory Capital Management
Texas
$4.46M -$401K -45,542 -7%
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$4.2M -$866K -98,265 -14%
Goldman Sachs
16
Goldman Sachs
New York
$4.09M +$310K +35,197 +7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$3.72M +$2.24M +253,866 +95%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$3.4M +$4.21M +477,446 New
BCM
19
Bridgeway Capital Management
Texas
$3.06M -$220K -25,000 -6%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$2.82M +$1.94M +220,096 +125%
MPAM
21
Monarch Partners Asset Management
Massachusetts
$2.8M +$1.15M +130,444 +50%
State Street
22
State Street
Massachusetts
$2.5M +$2.09M +237,478 +209%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$2.32M +$1.9M +215,180 +196%
Northern Trust
24
Northern Trust
Illinois
$2.01M +$1.92M +217,918 +341%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$1.88M +$1.16M +131,486 +100%

UTI Hedge Fund Activity: Q2 2022 in Review

112 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q2 2022, worth a combined $179M — down 8.1% from $195M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UTI positions and 24 closed out — a net gain of 13 holders — while 32 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $11.4M. The largest seller was Invenire Partners, exiting entirely with an estimated $2.66M sold.

  • 112 institutional investors held Universal Technical Institute (UTI) as of Q2 2022, up from 99 in Q1 2022.
  • Funds reported $179M of Universal Technical Institute stock for Q2 2022, down 8.1% quarter-over-quarter.
  • 37 funds opened new Universal Technical Institute positions in Q2 2022 and 24 closed out, a net change of +13 holders.
  • The largest Universal Technical Institute buyer in Q2 2022 was BlackRock, an estimated $11.4M added.
  • The largest Universal Technical Institute seller in Q2 2022 was Invenire Partners, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2022.