Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Universal Technical Inst Inc (UTI)

247 + 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
↑ +21
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — UTI

Based on 248 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
248 funds currently hold this stock — 94% of the 3.0-year high of 264 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

141 buying125 selling
Last quarter: 141 funds bought or added vs 125 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.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new UTI position: 67 → 34 → 33 → 60. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 27% medium ■ 25% new
119 out of 248 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 +41% but shares only +9% — price-driven

Value
+40%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +41%, but actual share count only changed +9%. 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.
➡️

Steady discovery — ~60 new funds/quarter

48 → 67 → 34 → 33 → 60 new funds/Q
New funds entering each quarter: 67 → 34 → 33 → 60. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 50% veterans vs 34% newcomers

■ 50% veterans ■ 16% 1-2yr ■ 34% new
Entry-cohort mix of 254 holders: 126 (50%) are 2+ year veterans, 41 entered 1–2 years ago, and 87 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
45 of 245 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q1, 141 hedge funds were net buyers of UTI (60 opened a new position, 81 added to an existing one), while 125 reduced or exited (86 trimmed, 39 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 24% of total institutional value in UTI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 248.

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.

Is It Too Late to Buy Universal Technical Inst Inc (UTI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UTI has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
UTI
+10.1%
XLP
+0.9%

UTI outperformed XLP by +9.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
UTI
+0.5%
XLP
-2.2%

Since the filing became public, UTI outperformed XLP by +2.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 4 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: UTI
247 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 247 227 8.81%
13F Shares 57M 53M 9.06%
Total Value $1.88B $1.33B 40.77%
New Positions 59 33 +26
Increased Positions 79 91 -12
Closed Positions 39 47 -8
Reduced Positions 86 76 +10
Total Calls 5 4 25.0%
Total Puts 4 4 -
PUT/CALL Ratio 0.8 1.0 Neutral

Statistics: UTI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

247 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Praetorian PR LLC 13.13% 1,000,000 $36.1M
2 Coliseum Capital Management, LLC 11.75% 3,971,440 $143.4M
3 Pillsbury Lake Capital LLC 3.59% 219,902 $7.9M
4 Guardian Wealth Management, Inc. 2.82% 143,125 $5.2M
5 Next Century Growth Investors LLC 2.50% 955,102 $34.5M
6 Punch & Associates Investment Management, INC. 2.24% 1,076,866 $38.9M
7 Manatuck Hill Partners, LLC 2.09% 214,800 $7.8M
8 AWM Investment Company, Inc. 1.95% 489,098 $17.7M
9 Needham Investment Management LLC 1.90% 1,030,000 $37.2M
10 Militia Capital Management LLC 1.63% 200,000 $7.2M
11 Resolute Capital Asset Partners LLC 1.35% 71,297 $2.6M
12 Pier Capital, LLC 1.25% 210,443 $7.6M
13 SMA Capital LLC 1.17% 75,048 $2.7M
14 Fortitude Family Office, LLC 1.14% 140,825 $5.1M
15 Pullen Investment Management, LLC 0.94% 51,687 $1.9M
16 Conestoga Capital Advisors, LLC 0.93% 1,292,125 $46.6M
17 RBF Capital, LLC 0.90% 475,840 $17.2M
18 Pembroke Management, LTD 0.85% 162,853 $5.9M
19 Lisanti Capital Growth, LLC 0.75% 82,140 $3.0M
20 Montanaro Asset Management Ltd 0.72% 66,668 $2.4M
21 Uniplan Investment Counsel, Inc. 0.70% 188,391 $6.8M
22 Park West Asset Management LLC 0.64% 210,115 $7.6M
23 Darwins River Capital, LP 0.63% 32,591 $1.2M
24 Hood River Capital Management LLC 0.57% 1,586,188 $57.3M
25 Congress Asset Management Co 0.56% 2,152,978 $77.7M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 53% buying: Last quarter: 141 funds bought or added vs 125 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 — 24% AUM from major funds: 45 of 245 holders rank in the top 100 by AUM, accounting for 24% 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?

48% of holders stayed for 2+ years: 119 out of 248 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.

Is it too late to buy Universal Technical Inst Inc (UTI) following the 2026 Q1 hedge fund 13F filings?

As of today, UTI has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -2.2% for the XLP sector ETF — an outperformance of +2.7%. Since the quarter end (March 31, 2026), UTI has gained +10.1% vs +0.9% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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