We are live on ! Find out more
UEIC icon

Universal Electronics
UEIC

151 hedge funds and large institutions have $934M invested in Universal Electronics in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $423K

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

36% more capital invested

Capital invested by funds: $686M → $934M (+$247M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

4% more funds holding

Funds holding: 145 → 151 (+6)

45% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 67

Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
24
Increased
37
Reduced
67
Closed
17
Calls
$1.3M
Puts
$423K
Net Calls
+$880K
Net Calls Change
+$2.76M

Top Buyers

1
FMA
Fiduciary Management Associates
Illinois
+$16.4M
2
CM
Castleark Management
Illinois
+$9.56M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.23M
4
CCM
Century Capital Management
Massachusetts
+$6.41M
5
GAM
Gotham Asset Management
New York
+$5.99M

Top Sellers

1
SBH
Segall Bryant & Hamill
Illinois
-$4.39M
2
Renaissance Technologies
Renaissance Technologies
New York
-$4.18M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.46M
5
DCM
Driehaus Capital Management
Illinois
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$6.22M +$70.1K +1,220 +1%
PCM
27
Perritt Capital Management
Illinois
$6.05M – – –
Goldman Sachs
28
Goldman Sachs
New York
$5.74M -$2.03M -35,333 -29%
BIM
29
Bogle Investment Management
Massachusetts
$5.72M +$88.7K +1,543 +2%
American Century Companies
30
American Century Companies
Missouri
$5.41M -$459K -7,982 -9%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$5.36M -$345K -6,000 -7%
Ameriprise
32
Ameriprise
Minnesota
$4.62M +$52.5K +914 +1%
CCMH
33
Cornerstone Capital Management Holdings
New York
$3.99M +$2.9M +50,400 +460%
PAM
34
Panagora Asset Management
Massachusetts
$3.89M -$44.4K -773 -1%
Invesco
35
Invesco
Georgia
$3.65M -$457K -7,960 -12%
BIM
36
BlackRock Investment Management
Delaware
$3.54M -$13.6K -237 -0.4%
PCM
37
Piermont Capital Management
Missouri
$3.54M -$39.7K -690 -1%
GIP
38
Granite Investment Partners
California
$3.5M +$1.18M +20,500 +61%
First Trust Advisors
39
First Trust Advisors
Illinois
$3.31M -$110K -1,917 -4%
DCM
40
Driehaus Capital Management
Illinois
$3.27M -$2.39M -41,568 -45%
PPA
41
Parametric Portfolio Associates
Washington
$3.21M -$645K -11,220 -19%
PCMI
42
Princeton Capital Management Inc
New Jersey
$3.16M +$467K +8,125 +20%
Charles Schwab
43
Charles Schwab
California
$2.87M -$1.34M -23,325 -35%
Deutsche Bank
44
Deutsche Bank
Germany
$2.79M +$976K +16,977 +66%
RA
45
Royce & Associates
New York
$2.69M -$1.61M -28,000 -40%
SGAM
46
Smith Group Asset Management
Texas
$2.6M -$236K -4,100 -9%
SFM
47
Systematic Financial Management
New Jersey
$2.48M -$199K -3,470 -8%
Renaissance Technologies
48
Renaissance Technologies
New York
$2.38M -$4.18M -72,750 -67%
MHP
49
Manatuck Hill Partners
Connecticut
$2.38M – – –
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$2.23M – – –
1
2
3 4 5

UEIC Hedge Fund Activity: Q4 2014 in Review

151 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q4 2014, worth a combined $934M — up 36% from $686M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UEIC positions and 17 closed out — a net gain of 7 holders — while 37 added to existing stakes and 67 trimmed.

The largest buyer was Fiduciary Management Associates, opening a new position worth an estimated $16.4M. The largest seller was Segall Bryant & Hamill, cutting an estimated $4.39M.

  • 151 institutional investors held Universal Electronics (UEIC) as of Q4 2014, up from 145 in Q3 2014.
  • Funds reported $934M of Universal Electronics stock for Q4 2014, up 36% quarter-over-quarter.
  • 24 funds opened new Universal Electronics positions in Q4 2014 and 17 closed out, a net change of +7 holders.
  • The largest Universal Electronics buyer in Q4 2014 was Fiduciary Management Associates, an estimated $16.4M added.
  • The largest Universal Electronics seller in Q4 2014 was Segall Bryant & Hamill, an estimated $4.39M sold.

Based on aggregated 13F filings for Q4 2014.