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UTStarcom
UTSI

24 hedge funds and large institutions have $23M invested in UTStarcom in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $22.6M → $23M (+$405K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.05% less ownership

Funds ownership: 6.48% → 6.43% (-0.05%)

4% less funds holding

Funds holding: 25 → 24 (-1)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
3
Reduced
5
Closed
2
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$270K
2
Renaissance Technologies
Renaissance Technologies
New York
+$29.7K
3
Deutsche Bank
Deutsche Bank
Germany
+$18.7K
4
Citadel Advisors
Citadel Advisors
Florida
+$497
5
FFW
Fusion Family Wealth
New York
+$35

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$177K
2
Morgan Stanley
Morgan Stanley
New York
-$167K
3
UBS Group
UBS Group
Switzerland
-$6.71K
4
Wells Fargo
Wells Fargo
California
-$5.12K
5
Northern Trust
Northern Trust
Illinois
-$1.09K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Shah Capital Management
North Carolina
$18.1M – – –
Renaissance Technologies
2
Renaissance Technologies
New York
$2.48M +$29.7K +3,399 +1%
SCM
3
Schneider Capital Management
Pennsylvania
$1.24M – – –
Macquarie Group
4
Macquarie Group
Australia
$297K +$270K +30,933 New
Deutsche Bank
5
Deutsche Bank
Germany
$244K +$18.7K +2,148 +9%
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$158K – – –
BCM
7
Bridgeway Capital Management
Texas
$117K – – –
SIM
8
Spark Investment Management
New York
$116K – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$51K – – –
Northern Trust
10
Northern Trust
Illinois
$49K -$1.09K -125 -2%
Citadel Advisors
11
Citadel Advisors
Florida
$33K +$497 +57 +2%
WS
12
Wedbush Securities
California
$29K – – –
GC
13
Guggenheim Capital
Illinois
$28K -$35 -4 -0.1%
ASN
14
Advisory Services Network
Georgia
$8K – – –
Morgan Stanley
15
Morgan Stanley
New York
$1K -$167K -19,093 -99%
UBS Group
16
UBS Group
Switzerland
$1K -$6.71K -769 -88%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1K – – –
FFW
18
Fusion Family Wealth
New York
$1K +$35 +4 New
Goldman Sachs
19
Goldman Sachs
New York
– -$177K -18,909 Closed
Wells Fargo
20
Wells Fargo
California
– -$5.12K -587 -100%
DADC
21
D.A. Davidson & Co
Montana
– -$1K -142 Closed

UTSI Hedge Fund Activity: Q3 2017 in Review

24 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in UTStarcom (UTSI) for Q3 2017, worth a combined $23M — up 1.8% from $22.6M a quarter earlier.

Fund positioning in UTSI was balanced in Q3 2017: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 5 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $270K. The largest seller was Goldman Sachs, exiting entirely with an estimated $177K sold.

  • 24 institutional investors held UTStarcom (UTSI) as of Q3 2017, down from 25 in Q2 2017.
  • Funds reported $23M of UTStarcom stock for Q3 2017, up 1.8% quarter-over-quarter.
  • 2 funds opened new UTStarcom positions in Q3 2017 and 2 closed out, a net change of 0 holders.
  • The largest UTStarcom buyer in Q3 2017 was Macquarie Group, an estimated $270K added.
  • The largest UTStarcom seller in Q3 2017 was Goldman Sachs, an estimated $177K sold.

Based on aggregated 13F filings for Q3 2017.