The institutional cluster is too mixed in direction and too small in scale ($9M total tracked) to provide a reliable signal. Prioritize monitoring Ubiquiti's next earnings release and any insider trading patterns — the bearish analyst consensus and recent insider sell warrant caution.
Executive Summary
Four institutional sellers (including Balyasny trimming $1.2M and Legal & General near-exiting a $1.4M position) outnumber two moderate buyers in Ubiquiti during Q3 2024, producing mixed net flow of +$352K. The sell-side conviction is significantly stronger (three near-exits, one trim) than the buy-side (quant add by Citadel and a tiny base-doubling by Russell). The cluster suggests weak institutional conviction in UI amid bearish analyst consensus and recent insider selling.
Key Financial Metrics
Institutional Positions
Net institutional flow: $352.0K
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Citadel | ADD | +33.6% | $5.4M | $2.7M |
| Russell Investments Group | DOUBLED | +7345.7% | $578.0K | $573.0K |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Balyasny Asset Management | TRIM | -54.8% | $4.0M | -$1.2M |
| Legal & General Group | NEAR_EXIT | -94.8% | $1.6M | -$1.4M |
| Amundi | NEAR_EXIT | -94.9% | $155.0K | -$142.6K |
| PNC Financial Services Group | NEAR_EXIT | -76.3% | $147.0K | -$94.1K |
Key Facts
- 6 institutions made material 13F changes in UI during Q3 2024: 2 buyers vs 4 sellers
- Citadel added 33.6% to its position ($2.7M → $5.4M) and Russell Investments doubled a tiny $5K base to $578K
- Balyasny Asset Management trimmed 54.8% from a $4.0M position and Legal & General near-exited a $1.6M position (94.8% reduction)
- Net dollar change was only +$352K across all tracked positions
- Analyst consensus is heavily bearish (9% bullish) and one insider sale of $340K occurred in the past 30 days
Financial Impact
Total tracked institutional buying of $6.0M vs selling of $5.9M (previous values before reductions); net +$352K across 6 funds
Risk Factors
- 45-day 13F filing lag means Q3 positions may have already been unwound or reversed
- Small dollar amounts ($9M tracked) relative to Ubiquiti's market cap provide limited signal
- Past reports on this ticker have been directionally wrong (0% win rate at T+20)
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-UI-2024-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 21, 2026 6w ago | 8-K | $559.00 $586.17 | ▲ +4.86% | ▲ +5.39% | — |
Jun 11, 2026 16w ago | Institutional Cluster | $588.73 $550.99 | ▼ −6.41% | ▼ −8.19% | — |
May 8, 2026 21w ago | 8-K | $842.10 $567.33 | ▼ −32.63% | ▼ −32.65% | — |
US Market Status
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