We are live on ! Find out more
UEIC icon

Universal Electronics
UEIC

139 hedge funds and large institutions have $691M invested in Universal Electronics in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

30% more capital invested

Capital invested by funds: $532M → $691M (+$158M)

11% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 47

8% more funds holding

Funds holding: 129 → 139 (+10)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
20
Increased
52
Reduced
47
Closed
10
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.95M
2
GAM
Gotham Asset Management
New York
+$4.14M
3
GIPM
G2 Investment Partners Management
New York
+$3.7M
4
TC
TFS Capital
Pennsylvania
+$3.66M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.41M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$15.1M
2
MCM
McKinley Capital Management
Alaska
-$4.04M
3
TAM
Tocqueville Asset Management
New York
-$3.36M
4
BIT
BlackRock Institutional Trust
California
-$2.41M
5
MHP
Manatuck Hill Partners
Connecticut
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$4.7M +$998K +24,179 +34%
Charles Schwab
27
Charles Schwab
California
$4.67M +$100K +2,422 +3%
DCM
28
Driehaus Capital Management
Illinois
$4.6M +$1.17M +28,356 +43%
RA
29
Royce & Associates
New York
$4.58M – – –
Geode Capital Management
30
Geode Capital Management
Massachusetts
$4.46M +$133K +3,211 +4%
Prudential Financial
31
Prudential Financial
New Jersey
$4.25M +$996K +24,138 +38%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$4.24M +$1.23M +29,732 +52%
Invesco
33
Invesco
Georgia
$4.02M +$2.17M +52,498 +177%
PAM
34
Panagora Asset Management
Massachusetts
$3.41M +$1.19M +28,723 +70%
Ameriprise
35
Ameriprise
Minnesota
$3.33M +$166K +4,030 +6%
PPA
36
Parametric Portfolio Associates
Washington
$3.31M +$4.42K +107 +0.2%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$3.22M -$425K -10,287 -14%
Goldman Sachs
38
Goldman Sachs
New York
$2.73M +$221K +5,361 +11%
PCM
39
Piermont Capital Management
Missouri
$2.71M +$2.29M +55,450 New
BIM
40
BlackRock Investment Management
Delaware
$2.69M -$245K -5,935 -10%
American Century Companies
41
American Century Companies
Missouri
$2.37M +$2M +48,395 New
First Trust Advisors
42
First Trust Advisors
Illinois
$2.33M -$777K -18,824 -28%
BIM
43
Bogle Investment Management
Massachusetts
$2.25M +$430K +10,413 +29%
CCMH
44
Cornerstone Capital Management Holdings
New York
$2.24M +$1.19M +28,800 +169%
SFM
45
Systematic Financial Management
New Jersey
$2.04M +$1.72M +41,780 New
NFA
46
Nationwide Fund Advisors
Ohio
$1.91M +$12.3K +299 +0.8%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$1.75M – – –
GMCM
48
Gruber & McBaine Capital Management
California
$1.71M -$825K -20,000 -36%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.7M +$142K +3,451 +11%
PCMI
50
Princeton Capital Management Inc
New Jersey
$1.68M -$520K -12,590 -27%
1
2
3 4 5

UEIC Hedge Fund Activity: Q2 2014 in Review

139 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q2 2014, worth a combined $691M — up 30% from $532M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UEIC positions and 10 closed out — a net gain of 10 holders — while 52 added to existing stakes and 47 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $7.95M. The largest seller was Artisan Partners, exiting entirely with an estimated $15.1M sold.

  • 139 institutional investors held Universal Electronics (UEIC) as of Q2 2014, up from 129 in Q1 2014.
  • Funds reported $691M of Universal Electronics stock for Q2 2014, up 30% quarter-over-quarter.
  • 20 funds opened new Universal Electronics positions in Q2 2014 and 10 closed out, a net change of +10 holders.
  • The largest Universal Electronics buyer in Q2 2014 was Bank of New York Mellon, an estimated $7.95M added.
  • The largest Universal Electronics seller in Q2 2014 was Artisan Partners, an estimated $15.1M sold.

Based on aggregated 13F filings for Q2 2014.