UTStarcom
UTSI
13 hedge funds and large institutions have $585K invested in UTStarcom in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and closing their positions.
30% more funds holding
Funds holding: 10 → 13 (+3)
0.21% less ownership
Funds ownership: 2.09% → 1.88% (-0.21%)
17% less capital invested
Capital invested by funds: $708K → $585K (-$123K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$957 |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$290 |
| 3 |
Morgan Stanley
New York
|
+$31 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$65.3K |
| 2 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$559 |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$405 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Renaissance Technologies
New York
| $528K | -$65.3K | -18,700 | -11% |
|
2
Geode Capital Management
Boston,
Massachusetts
| $40.7K | – | – | – |
|
|
3
RhumbLine Advisers
Boston,
Massachusetts
| $15.2K | -$559 | -160 | -3% |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $943 | +$957 | +274 | New |
|
|
WTC
5
WhitTier Trust Company
Reno,
Nevada
| $285 | – | – | – |
|
|
GCM
6
Gables Capital Management
Miami,
Florida
| $86 | – | – | – |
|
|
7
Morgan Stanley
New York
| $62 | +$31 | +9 | +100% |
|
|
GRP
8
Global Retirement Partners
San Rafael,
California
| $48 | – | – | – |
|
|
VAMG
9
Voisard Asset Management Group
Grand Rapids,
Michigan
| $18 | +$17 | +5 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $14 | -$405 | -116 | -97% |
|
|
HNB
11
Huntington National Bank
Columbus,
Ohio
| $2 | – | – | – |
|
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$290 | +83 | New |
|
UTSI Hedge Fund Activity: Q4 2023 in Review
13 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in UTStarcom (UTSI) for Q4 2023, worth a combined $585K — down 17% from $708K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UTSI positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Advisory Services Network, opening a new position worth an estimated $957. The largest seller was Renaissance Technologies, cutting an estimated $65.3K.
- 13 institutional investors held UTStarcom (UTSI) as of Q4 2023, up from 10 in Q3 2023.
- Funds reported $585K of UTStarcom stock for Q4 2023, down 17% quarter-over-quarter.
- 3 funds opened new UTStarcom positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest UTStarcom buyer in Q4 2023 was Advisory Services Network, an estimated $957 added.
- The largest UTStarcom seller in Q4 2023 was Renaissance Technologies, an estimated $65.3K sold.
Based on aggregated 13F filings for Q4 2023.