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Universal Technical Institute
UTI

100 hedge funds and large institutions have $185M invested in Universal Technical Institute in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $163M → $185M (+$21.9M)

2% more funds holding

Funds holding: 98 → 100 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.91% less ownership

Funds ownership: 75.56% → 73.65% (-1.9%)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
28
Reduced
36
Closed
6
Calls
$141K
Puts
–
Net Calls
+$141K
Net Calls Change
+$141K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$2.67M
2
PRCP
Pacific Ridge Capital Partners
Oregon
+$1.84M
3
Goldman Sachs
Goldman Sachs
New York
+$1.1M
4
CCM
Coliseum Capital Management
Connecticut
+$1.06M
5
Ameriprise
Ameriprise
Minnesota
+$875K

Top Sellers

1
PCM
PenderFund Capital Management
British Columbia, Canada
-$3.67M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.67M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.38M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.28M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$929K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1
Park West Asset Management
California
$17.6M – – –
BlackRock
2
BlackRock
New York
$14.9M -$515K -72,170 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.8M +$874K +122,532 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.6M -$1.67M -234,014 -13%
PMG
5
Private Management Group
California
$10.4M -$25K -3,506 -0.2%
PAIM
6
Punch & Associates Investment Management
Minnesota
$9.74M +$10.7K +1,500 +0.1%
Renaissance Technologies
7
Renaissance Technologies
New York
$8.67M -$99.8K -14,000 -1%
AIC
8
AWM Investment Company
New York
$8.23M – – –
RA
9
Royce & Associates
New York
$8M – – –
Morgan Stanley
10
Morgan Stanley
New York
$5.47M +$16.4K +2,296 +0.3%
Goldman Sachs
11
Goldman Sachs
New York
$5.06M +$1.1M +153,700 +29%
CCM
12
Coliseum Capital Management
Connecticut
$4.59M +$1.06M +149,232 +32%
PI
13
Putnam Investments
Massachusetts
$4.49M -$675K -94,613 -13%
AI
14
Acuitas Investments
Washington
$4.42M +$132K +18,453 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$4.4M +$310K +43,485 +8%
Alyeska Investment Group
16
Alyeska Investment Group
Illinois
$4.34M – – –
RC
17
RBF Capital
California
$3.81M -$28.7K -4,023 -0.8%
State Street
18
State Street
Massachusetts
$3.49M +$74K +10,383 +2%
BCM
19
Bridgeway Capital Management
Texas
$2.95M -$460K -64,490 -14%
First Eagle Investment Management
20
First Eagle Investment Management
New York
$2.94M -$7.13K -1,000 -0.3%
Victory Capital Management
21
Victory Capital Management
Texas
$2.88M -$727K -101,983 -21%
Boston Partners
22
Boston Partners
Massachusetts
$2.76M +$2.67M +373,987 New
American Century Companies
23
American Century Companies
Missouri
$2.55M +$668K +93,662 +35%
Northern Trust
24
Northern Trust
Illinois
$2.08M -$1.04K -146 -0.1%
PRCP
25
Pacific Ridge Capital Partners
Oregon
$1.9M +$1.84M +257,364 New
1
2 3 4 5

UTI Hedge Fund Activity: Q1 2023 in Review

100 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q1 2023, worth a combined $185M — up 13% from $163M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UTI positions and 6 closed out — a net gain of 3 holders — while 28 added to existing stakes and 36 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $2.67M. The largest seller was PenderFund Capital Management, exiting entirely with an estimated $3.67M sold.

  • 100 institutional investors held Universal Technical Institute (UTI) as of Q1 2023, up from 98 in Q4 2022.
  • Funds reported $185M of Universal Technical Institute stock for Q1 2023, up 13% quarter-over-quarter.
  • 9 funds opened new Universal Technical Institute positions in Q1 2023 and 6 closed out, a net change of +3 holders.
  • The largest Universal Technical Institute buyer in Q1 2023 was Boston Partners, an estimated $2.67M added.
  • The largest Universal Technical Institute seller in Q1 2023 was PenderFund Capital Management, an estimated $3.67M sold.

Based on aggregated 13F filings for Q1 2023.