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Universal Technical Institute

98 hedge funds and large institutions have $163M invested in Universal Technical Institute in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $141M → $163M (+$21.8M)

0.46% less ownership

Funds ownership: 76.03%75.56% (-0.46%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 9998 (-1)

27% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 41

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
30
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1
Park West Asset Management
California
$16.1M
BlackRock
2
BlackRock
New York
$14.1M +$389K +58,858 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.2M +$1.19M +180,709 +11%
PMG
4
Private Management Group
California
$9.47M +$574K +86,905 +7%
PAIM
5
Punch & Associates Investment Management
Minnesota
$8.86M +$637K +96,500 +8%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.99M -$685K -103,800 -8%
AIC
7
AWM Investment Company
New York
$7.5M -$67.4K -10,200 -0.9%
RA
8
Royce & Associates
New York
$7.28M
Morgan Stanley
9
Morgan Stanley
New York
$4.96M -$144K -21,820 -3%
PI
10
Putnam Investments
Massachusetts
$4.72M -$298K -45,100 -6%
Alyeska Investment Group
11
Alyeska Investment Group
Illinois
$3.95M -$701K -106,134 -15%
AI
12
Acuitas Investments
Washington
$3.91M +$1.21M +183,942 +46%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.71M +$105K +15,852 +3%
PCM
14
PenderFund Capital Management
British Columbia, Canada
$3.67M -$844K -127,820 -24%
Goldman Sachs
15
Goldman Sachs
New York
$3.57M -$240K -36,276 -6%
RC
16
RBF Capital
California
$3.52M -$515K -77,979 -13%
Victory Capital Management
17
Victory Capital Management
Texas
$3.3M -$396K -59,932 -11%
CCM
18
Coliseum Capital Management
Connecticut
$3.17M +$3.12M +472,079 New
BCM
19
Bridgeway Capital Management
Texas
$3.12M -$925K -140,000 -23%
State Street
20
State Street
Massachusetts
$3.11M +$122K +18,487 +4%
AQR Capital Management
21
AQR Capital Management
Connecticut
$2.89M -$324K -49,005 -10%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$2.69M +$476K +72,127 +22%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$2.54M -$60.2K -9,114 -2%
MPAM
24
Monarch Partners Asset Management
Massachusetts
$2.4M -$636K -96,278 -21%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$2.05M -$1.23M -185,836 -38%

UTI Hedge Fund Activity: Q4 2022 in Review

98 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2022, worth a combined $163M — up 16% from $141M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of UTI and 10 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 30 added.

The largest buyer was Coliseum Capital Management, opening a new position worth an estimated $3.12M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $1.23M.

  • 98 institutional investors held Universal Technical Institute (UTI) as of Q4 2022, down from 99 in Q3 2022.
  • Funds reported $163M of Universal Technical Institute stock for Q4 2022, up 16% quarter-over-quarter.
  • 10 funds opened new Universal Technical Institute positions in Q4 2022 and 11 closed out, a net change of -1 holder.
  • The largest Universal Technical Institute buyer in Q4 2022 was Coliseum Capital Management, an estimated $3.12M added.
  • The largest Universal Technical Institute seller in Q4 2022 was Jacobs Levy Equity Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2022.