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Universal Technical Institute
UTI

183 hedge funds and large institutions have $761M invested in Universal Technical Institute in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

6% more capital invested

Capital invested by funds: $716M → $761M (+$44.7M)

4% more funds holding

Funds holding: 176 → 183 (+7)

2.3% more ownership

Funds ownership: 84.65% → 86.94% (+2.3%)

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less call options, than puts

Call options by funds: $661K | Put options by funds: $693K

Holders
183
Holders Change
+7
Holders Change %
+3.98%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
67
Reduced
61
Closed
19
Calls
$661K
Puts
$693K
Net Calls
-$32K
Net Calls Change
+$1.39M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$15M
2
NCGI
Next Century Growth Investors
Minnesota
+$11.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$10.8M
4
Morgan Stanley
Morgan Stanley
New York
+$4.17M
5
Charles Schwab
Charles Schwab
California
+$3.94M

Top Sellers

1
WU
Washington University
Missouri
-$15.6M
2
PWAM
Park West Asset Management
California
-$7.86M
3
Marshall Wace
Marshall Wace
United Kingdom
-$4.79M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$4.6M
5
CCS
Concentric Capital Strategies
Connecticut
-$4.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1
Coliseum Capital Management
Connecticut
$152M – – –
BlackRock
2
BlackRock
New York
$51.9M +$1.7M +98,932 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$43.9M +$1.04M +60,659 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31.3M -$1.37M -79,961 -4%
PWAM
5
Park West Asset Management
California
$30.9M -$7.86M -458,558 -19%
CC
6
Cannell Capital
Wyoming
$24.2M +$825K +48,163 +3%
Macquarie Group
7
Macquarie Group
Australia
$20.5M +$3.18M +185,743 +17%
Renaissance Technologies
8
Renaissance Technologies
New York
$19.2M -$117K -6,846 -0.6%
PAIM
9
Punch & Associates Investment Management
Minnesota
$19.1M -$119K -6,960 -0.6%
Morgan Stanley
10
Morgan Stanley
New York
$18.2M +$4.17M +243,477 +28%
Alyeska Investment Group
11
Alyeska Investment Group
Illinois
$16.6M -$4.6M -268,599 -21%
RA
12
Royce & Associates
New York
$16.2M – – –
Geode Capital Management
13
Geode Capital Management
Massachusetts
$15.5M +$1.46M +85,417 +10%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$14.3M +$15M +878,038 +73,048%
State Street
15
State Street
Massachusetts
$13.9M +$505K +29,461 +4%
NCGI
16
Next Century Growth Investors
Minnesota
$13.8M +$11.2M +653,134 +329%
American Century Companies
17
American Century Companies
Missouri
$13.6M +$1.22M +70,958 +9%
HAI
18
Hennessy Advisors Inc
California
$10.5M +$1.24M +72,600 +13%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$10.2M +$10.8M +628,371 New
KCM
20
Kennedy Capital Management
Missouri
$9.86M -$112K -6,558 -1%
PC
21
Pier Capital
Connecticut
$9M +$3.45M +201,573 +57%
AIC
22
AWM Investment Company
New York
$8.93M -$526K -30,700 -5%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$8.48M +$42.6K +2,488 +0.5%
RC
24
RBF Capital
California
$8.13M – – –
BCM
25
Bridgeway Capital Management
Texas
$7.1M -$2.39M -139,646 -24%
1
2 3 4 5

UTI Hedge Fund Activity: Q3 2024 in Review

183 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Technical Institute (UTI) for Q3 2024, worth a combined $761M — up 6.2% from $716M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UTI positions and 19 closed out — a net gain of 7 holders — while 67 added to existing stakes and 61 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $15M. The largest seller was Washington University, cutting an estimated $15.6M.

  • 183 institutional investors held Universal Technical Institute (UTI) as of Q3 2024, up from 176 in Q2 2024.
  • Funds reported $761M of Universal Technical Institute stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 26 funds opened new Universal Technical Institute positions in Q3 2024 and 19 closed out, a net change of +7 holders.
  • The largest Universal Technical Institute buyer in Q3 2024 was Fidelity Investments, an estimated $15M added.
  • The largest Universal Technical Institute seller in Q3 2024 was Washington University, an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2024.