Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Universal Technical Inst Inc (UTI)

259 + Investors. Track Smart Money conviction in UTI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — UTI

Based on 267 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added UTI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
267 hedge funds hold UTI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding UTI is almost the same as a year ago (+3 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

166 buying113 selling
Last quarter: 166 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~56 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 34 → 61 → 56. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 21% medium ■ 30% new
130 out of 267 hedge funds have held UTI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +33% but shares only +13% — price-driven

Value
+32%
Shares
+13%
Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +13%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

67 → 34 → 34 → 61 → 56 new funds/Q
New funds entering each quarter: 34 → 34 → 61 → 56. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 51% veterans vs 34% newcomers

■ 51% veterans ■ 16% 1-2yr ■ 34% new
Entry-cohort mix of 273 holders: 138 (51%) are 2+ year veterans, 43 entered 1–2 years ago, and 92 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
44 of 261 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UTI

In 2026 Q2, 166 hedge funds were net buyers of UTI (56 opened a new position, 110 added to an existing one), while 113 reduced or exited (74 trimmed, 39 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 35% of total institutional value in UTI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 267.

Hedge Fund Ownership: UTI

How many hedge funds hold UTI — quarterly history vs. share price
Quarterly hedge fund ownership of UTI vs. share price

Market Analysis: UTI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UTI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 5 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: UTI
2026 Q3 Stats Unlock in 47 days 259 + Investors

Track Smart Money conviction in UTI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 259 250 3.6%
13F Shares 63M 58M 8.88%
Total Value $2.45B $1.88B 29.9%
New Positions 55 61 -6
Increased Positions 106 79 +27
Closed Positions 40 38 +2
Reduced Positions 74 86 -12
Total Calls 6 5 20.0%
Total Puts 5 4 25.0%
PUT/CALL Ratio 0.83 0.8 Neutral

Statistics: UTI

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

259 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UTI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UTI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Praetorian PR LLC 18.40% 1,350,000 $57.7M
2 Pillsbury Lake Capital LLC 3.75% 321,556 $13.8M
3 Coliseum Capital Management, LLC 3.57% 971,440 $41.5M
4 Shannon River Fund Management LLC 3.40% 890,113 $38.1M
5 Guardian Wealth Management, Inc. 2.97% 141,544 $6.1M
6 Punch & Associates Investment Management, INC. 2.32% 1,096,078 $46.9M
7 Resolute Capital Asset Partners LLC 2.22% 121,297 $5.2M
8 Next Century Growth Investors LLC 2.15% 949,379 $40.6M
9 AWM Investment Company, Inc. 1.82% 489,098 $20.9M
10 Needham Investment Management LLC 1.45% 1,130,000 $48.3M
11 Conestoga Capital Advisors, LLC 1.10% 1,181,460 $50.5M
12 SMA Capital LLC 1.08% 60,000 $2.6M
13 Lonestar Capital Management LLC 1.05% 85,000 $3.6M
14 Dauntless Investment Group, LLC 0.94% 27,990 $1.2M
15 Manatuck Hill Partners, LLC 0.93% 65,800 $2.8M
16 Pembroke Management, LTD 0.93% 137,993 $5.9M
17 Uniplan Investment Counsel, Inc. 0.88% 219,103 $9.4M
18 RBF Capital, LLC 0.85% 475,840 $20.4M
19 Congress Asset Management Co 0.79% 3,000,595 $128.3M
20 Militia Capital Management LLC 0.73% 200,000 $7.2M
21 Montanaro Asset Management Ltd 0.73% 54,068 $2.3M
22 Driehaus Capital Management LLC 0.62% 2,499,689 $106.9M
23 Leuthold Group, LLC 0.59% 136,531 $5.8M
24 Arcadia Wealth Management, Inc. 0.51% 24,946 $1.1M
25 Hood River Capital Management LLC 0.48% 1,558,008 $66.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Universal Technical Inst Inc (UTI)

What does the Smart Money Trend signal show for UTI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added UTI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UTI?

Slight buying edge — 59% buying: Last quarter: 166 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UTI holders?

Strong quality — 35% AUM from major funds: 44 of 261 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UTI?

49% of holders stayed for 2+ years: 130 out of 267 hedge funds have held UTI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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