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Universal Technical Institute

97 hedge funds and large institutions have $178M invested in Universal Technical Institute in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

1.99% more ownership

Funds ownership: 73.65%75.64% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $185M → $178M (-$6.41M)

3% less funds holding

Funds holding: 10097 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
97
Holders Change
-3
Holders Change %
-3%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
37
Reduced
32
Closed
8
Calls
$107K
Puts
Net Calls
+$107K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1
Park West Asset Management
California
$16.8M +$238K +35,403 +1%
BlackRock
2
BlackRock
New York
$14.3M +$317K +47,025 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.7M +$699K +103,815 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.1M +$214K +31,773 +2%
PMG
5
Private Management Group
California
$9.66M -$51K -7,570 -0.5%
PAIM
6
Punch & Associates Investment Management
Minnesota
$9.14M +$17K +2,530 +0.2%
Renaissance Technologies
7
Renaissance Technologies
New York
$8.08M -$43.8K -6,500 -0.6%
AIC
8
AWM Investment Company
New York
$7.76M +$49.6K +7,365 +0.7%
RA
9
Royce & Associates
New York
$7.49M
CCM
10
Coliseum Capital Management
Connecticut
$6.42M +$2.07M +307,650 +50%
Morgan Stanley
11
Morgan Stanley
New York
$5.16M +$41.4K +6,151 +0.8%
AI
12
Acuitas Investments
Washington
$4.7M +$543K +80,599 +13%
Goldman Sachs
13
Goldman Sachs
New York
$4.59M -$140K -20,840 -3%
Alyeska Investment Group
14
Alyeska Investment Group
Illinois
$4.49M +$410K +60,881 +10%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$4.43M +$299K +44,395 +7%
PI
16
Putnam Investments
Massachusetts
$4.23M +$29.7K +4,407 +0.7%
PRCP
17
Pacific Ridge Capital Partners
Oregon
$4.07M +$2.24M +331,899 +129%
RC
18
RBF Capital
California
$3.59M
State Street
19
State Street
Massachusetts
$3.52M +$252K +37,390 +8%
BCM
20
Bridgeway Capital Management
Texas
$2.8M +$34.2K +5,084 +1%
American Century Companies
21
American Century Companies
Missouri
$2.77M +$262K +38,880 +11%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$2.56M -$188K -27,864 -7%
Boston Partners
23
Boston Partners
Massachusetts
$2.44M -$138K -20,468 -5%
Northern Trust
24
Northern Trust
Illinois
$1.9M -$46.8K -6,956 -2%
Victory Capital Management
25
Victory Capital Management
Texas
$1.89M -$784K -116,485 -30%

UTI Hedge Fund Activity: Q2 2023 in Review

97 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q2 2023, worth a combined $178M — down 3.5% from $185M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UTI and 5 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 37 added.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $2.24M. The largest seller was Arrowstreet Capital, cutting an estimated $1.03M.

  • 97 institutional investors held Universal Technical Institute (UTI) as of Q2 2023, down from 100 in Q1 2023.
  • Funds reported $178M of Universal Technical Institute stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 5 funds opened new Universal Technical Institute positions in Q2 2023 and 8 closed out, a net change of -3 holders.
  • The largest Universal Technical Institute buyer in Q2 2023 was Pacific Ridge Capital Partners, an estimated $2.24M added.
  • The largest Universal Technical Institute seller in Q2 2023 was Arrowstreet Capital, an estimated $1.03M sold.

Based on aggregated 13F filings for Q2 2023.