UI ranks #1683 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
UI is a disclosed holding of Jim Simons (Renaissance Technologies), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.
UI is a top-conviction position for SW Investment Management LLC — at 21.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in UI belongs to BlackRock, Inc., but the position matters far more to SW Investment Management LLC, who has 21.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Optiver Holding B.V. has added to its UI position for two straight quarters, increasing it by $71.5M to reach $111.1M today.
Long Walk Management LP has trimmed its UI position for two straight quarters, cutting it by $28.1M while still holding $18.4M.
UI is up 2% today, and institutions have been net buyers of $129.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.