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UTStarcom

24 hedge funds and large institutions have $25M invested in UTStarcom in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 2624 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

33% less capital invested

Capital invested by funds: $37.5M → $25M (-$12.6M)

50% less call options, than puts

Call options by funds: $4K | Put options by funds: $8K

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
7
Reduced
6
Closed
5
Calls
$4K
Puts
$8K
Net Calls
-$4K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Shah Capital Management
North Carolina
$21.2M -$121K -13,486 -0.5%
Renaissance Technologies
2
Renaissance Technologies
New York
$1.14M +$178K +19,900 +16%
SCM
3
Schneider Capital Management
Pennsylvania
$1.01M +$200K +22,364 +21%
PGCM
4
Prescott Group Capital Management
Oklahoma
$894K -$610K -68,241 -38%
DSC
5
Donald Smith & Co
New York
$172K -$112K -12,475 -37%
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$131K
BIT
7
BlackRock Institutional Trust
California
$111K
BIP
8
Brandes Investment Partners
California
$86K -$429 -48 -0.4%
Deutsche Bank
9
Deutsche Bank
Germany
$43K +$49.3K +5,516 +25,073%
WS
10
Wedbush Securities
California
$39K -$2.91K -325 -6%
Northern Trust
11
Northern Trust
Illinois
$35K +$340 +38 +0.9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$23K +$206 +23 +0.8%
Bank of America
13
Bank of America
North Carolina
$23K +$241 +27 +0.9%
ARTA
14
A.R.T. Advisors
New York
$23K +$26.2K +2,926 New
UBS Group
15
UBS Group
Switzerland
$22K +$1.11K +124 +5%
Citadel Advisors
16
Citadel Advisors
Florida
$9K -$22.3K -2,491 -68%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3K +$3.25K +364 New
DADC
18
D.A. Davidson & Co
Montana
$1K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1K
AIG
20
American International Group
New York
$42
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9 +$10K +1,118 New
RA
22
Royce & Associates
New York
-$3.62M -341,907 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
-$177K -16,667 Closed
AWM
24
Avior Wealth Management
Nebraska
-$1K -83 Closed
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
-$1K -61 Closed

UTSI Hedge Fund Activity: Q2 2015 in Review

24 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in UTStarcom (UTSI) for Q2 2015, worth a combined $25M — down 33% from $37.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UTSI and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.

The largest buyer was Schneider Capital Management, adding an estimated $200K. The largest seller was Royce & Associates, exiting entirely with an estimated $3.62M sold.

  • 24 institutional investors held UTStarcom (UTSI) as of Q2 2015, down from 26 in Q1 2015.
  • Funds reported $25M of UTStarcom stock for Q2 2015, down 33% quarter-over-quarter.
  • 4 funds opened new UTStarcom positions in Q2 2015 and 5 closed out, a net change of -1 holder.
  • The largest UTStarcom buyer in Q2 2015 was Schneider Capital Management, an estimated $200K added.
  • The largest UTStarcom seller in Q2 2015 was Royce & Associates, an estimated $3.62M sold.

Based on aggregated 13F filings for Q2 2015.