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Universal Electronics

148 hedge funds and large institutions have $811M invested in Universal Electronics in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

84% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $1.14M

22% more capital invested

Capital invested by funds: $663M → $811M (+$148M)

13% more funds holding

Funds holding: 131148 (+17)

2% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 46

Holders
148
Holders Change
+17
Holders Change %
+12.98%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
30
Increased
45
Reduced
46
Closed
12
Calls
$2.1M
Puts
$1.14M
Net Calls
+$961K
Net Calls Change
+$283K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$6.38M -$199K -3,733 -3%
Ameriprise
27
Ameriprise
Minnesota
$6.17M +$1.69M +31,803 +47%
Principal Financial Group
28
Principal Financial Group
Iowa
$6.16M +$206K +3,865 +4%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$5.98M +$5.14M +96,465 New
Allianz Asset Management
30
Allianz Asset Management
Germany
$5.54M +$4.77M +89,430 New
BIM
31
BlackRock Investment Management
Delaware
$3.73M +$2.5K +47 +0.1%
MHP
32
Manatuck Hill Partners
Connecticut
$3.72M +$2.13M +40,000 +200%
EI
33
EAM Investors
California
$3.55M +$3.05M +57,327 New
ICRM
34
Insight Capital Research & Management
California
$3.54M +$3.05M +57,151 New
TCIM
35
TIAA CREF Investment Management
New York
$3.44M -$1.76M -32,958 -37%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$3.09M -$117K -2,200 -4%
Charles Schwab
37
Charles Schwab
California
$3.04M +$47.1K +883 +2%
Deutsche Bank
38
Deutsche Bank
Germany
$2.95M +$669K +12,556 +36%
ACM
39
Argent Capital Management
Missouri
$2.63M -$429K -8,050 -16%
RHJA
40
Rice Hall James & Associates
California
$2.53M +$1.52M +28,583 +235%
MPAM
41
Monarch Partners Asset Management
Massachusetts
$2.45M +$25.6K +480 +1%
PAM
42
Panagora Asset Management
Massachusetts
$2.39M -$2.98M -55,893 -59%
Prudential Financial
43
Prudential Financial
New Jersey
$2.31M +$79.9K +1,500 +4%
Invesco
44
Invesco
Georgia
$2.22M +$427K +8,006 +29%
CRM
45
Cramer Rosenthal McGlynn
Connecticut
$2.16M +$1.85M +34,800 New
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$2.13M
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$2.13M
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$1.91M +$205K +3,853 +14%
UBS Group
49
UBS Group
Switzerland
$1.85M -$458K -8,588 -22%
PCMI
50
Princeton Capital Management Inc
New Jersey
$1.65M -$538K -10,104 -27%

UEIC Hedge Fund Activity: Q1 2016 in Review

148 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q1 2016, worth a combined $811M — up 22% from $663M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UEIC positions and 12 closed out — a net gain of 18 holders — while 45 added to existing stakes and 46 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $10.9M. The largest seller was Royal Bank of Canada, cutting an estimated $8.29M.

  • 148 institutional investors held Universal Electronics (UEIC) as of Q1 2016, up from 131 in Q4 2015.
  • Funds reported $811M of Universal Electronics stock for Q1 2016, up 22% quarter-over-quarter.
  • 30 funds opened new Universal Electronics positions in Q1 2016 and 12 closed out, a net change of +18 holders.
  • The largest Universal Electronics buyer in Q1 2016 was Loomis, Sayles & Company, an estimated $10.9M added.
  • The largest Universal Electronics seller in Q1 2016 was Royal Bank of Canada, an estimated $8.29M sold.

Based on aggregated 13F filings for Q1 2016.