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Universal Technical Institute

130 hedge funds and large institutions have $535M invested in Universal Technical Institute in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,816% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $25K

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

148% more capital invested

Capital invested by funds: $216M → $535M (+$320M)

49.91% more ownership

Funds ownership: 75.49%125.4% (+50%)

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

29% more funds holding

Funds holding: 101130 (+29)

Holders
130
Holders Change
+29
Holders Change %
+28.71%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
35
Increased
44
Reduced
32
Closed
6
Calls
$2.73M
Puts
$25K
Net Calls
+$2.7M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Coliseum Capital Management
Connecticut
$166M +$125M +12,361,681 +1,331%
WU
2
Washington University
Missouri
$35.9M +$29.1M +2,866,276 New
BlackRock
3
BlackRock
New York
$28.8M +$2.2M +217,014 +10%
Morgan Stanley
4
Morgan Stanley
New York
$24M +$11.9M +1,174,560 +158%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$23M +$643K +63,445 +4%
PWAM
6
Park West Asset Management
California
$22.7M -$3.67M -361,916 -17%
Vanguard Group
7
Vanguard Group
Pennsylvania
$19.2M -$3.91M -385,150 -20%
PAIM
8
Punch & Associates Investment Management
Minnesota
$15.5M -$862K -85,000 -6%
Renaissance Technologies
9
Renaissance Technologies
New York
$15.1M +$491K +48,400 +4%
AIC
10
AWM Investment Company
New York
$14.1M
RA
11
Royce & Associates
New York
$12.9M -$507K -50,000 -5%
Alyeska Investment Group
12
Alyeska Investment Group
Illinois
$11.7M +$1.61M +159,058 +20%
PMG
13
Private Management Group
California
$9.59M -$6.06M -597,373 -44%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$8.27M +$224K +22,055 +3%
State Street
15
State Street
Massachusetts
$6.99M +$433K +42,720 +8%
RC
16
RBF Capital
California
$6.5M
American Century Companies
17
American Century Companies
Missouri
$6.5M +$1.12M +110,478 +27%
Goldman Sachs
18
Goldman Sachs
New York
$6.31M -$2.33M -230,213 -31%
PRCP
19
Pacific Ridge Capital Partners
Oregon
$6.09M -$1.43M -141,099 -22%
First Eagle Investment Management
20
First Eagle Investment Management
New York
$5.48M +$114K +11,286 +3%
BCM
21
Bridgeway Capital Management
Texas
$5.38M +$119K +11,744 +3%
PI
22
Putnam Investments
Massachusetts
$4.92M -$1.54M -152,139 -28%
Invesco
23
Invesco
Georgia
$4.88M +$3.03M +298,810 +328%
AI
24
Acuitas Investments
Washington
$4.74M -$2.54M -250,539 -40%
Northern Trust
25
Northern Trust
Illinois
$3.62M +$178K +17,582 +6%

UTI Hedge Fund Activity: Q4 2023 in Review

130 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q4 2023, worth a combined $535M — up 148% from $216M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UTI positions and 6 closed out — a net gain of 29 holders — while 44 added to existing stakes and 32 trimmed.

The largest buyer was Coliseum Capital Management, adding an estimated $125M. The largest seller was Private Management Group, cutting an estimated $6.06M.

  • 130 institutional investors held Universal Technical Institute (UTI) as of Q4 2023, up from 101 in Q3 2023.
  • Funds reported $535M of Universal Technical Institute stock for Q4 2023, up 148% quarter-over-quarter.
  • 35 funds opened new Universal Technical Institute positions in Q4 2023 and 6 closed out, a net change of +29 holders.
  • The largest Universal Technical Institute buyer in Q4 2023 was Coliseum Capital Management, an estimated $125M added.
  • The largest Universal Technical Institute seller in Q4 2023 was Private Management Group, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2023.