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Universal Electronics

138 hedge funds and large institutions have $638M invested in Universal Electronics in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

8.92% more ownership

Funds ownership: 95.99%104.91% (+8.9%)

2% more funds holding

Funds holding: 135138 (+3)

4% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 48

28% less capital invested

Capital invested by funds: $882M → $638M (-$244M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less call options, than puts

Call options by funds: $331K | Put options by funds: $723K

Holders
138
Holders Change
+3
Holders Change %
+2.22%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
46
Reduced
48
Closed
11
Calls
$331K
Puts
$723K
Net Calls
-$392K
Net Calls Change
+$271K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$2.07M -$854K -15,405 -26%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$1.92M -$65.5K -1,182 -3%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$1.9M +$38.8K +700 +2%
Morgan Stanley
29
Morgan Stanley
New York
$1.66M +$727K +13,120 +60%
RHJA
30
Rice Hall James & Associates
California
$1.62M -$111K -2,000 -6%
TCIM
31
TIAA CREF Investment Management
New York
$1.57M -$232K -4,180 -11%
UBS Group
32
UBS Group
Switzerland
$1.57M -$73.5K -1,326 -4%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$1.53M +$267K +4,820 +17%
Deutsche Bank
34
Deutsche Bank
Germany
$1.5M +$1.06M +19,077 +151%
New York State Teachers Retirement System (NYSTRS)
35
New York State Teachers Retirement System (NYSTRS)
New York
$1.49M
Citadel Advisors
36
Citadel Advisors
Florida
$1.35M +$993K +17,925 +169%
RCAMU
37
Rothschild & Co Asset Management US
Connecticut
$1.33M -$117K -2,113 -7%
FG
38
Formula Growth
Quebec, Canada
$1.32M
RJA
39
Raymond James & Associates
Florida
$1.29M +$158K +2,845 +12%
PCM
40
Princeton Capital Management
New Jersey
$1.25M +$1.47M +26,455 New
Legal & General Group
41
Legal & General Group
United Kingdom
$1.24M -$25.4K -459 -2%
TA
42
Teachers Advisors
New York
$1.24M
Assenagon Asset Management
43
Assenagon Asset Management
Luxembourg
$1.23M +$1.45M +26,077 New
WSCM
44
Wellington Shields Capital Management
New York
$1.19M
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.18M
Prudential Financial
46
Prudential Financial
New Jersey
$1.14M -$33.3K -600 -2%
ASRS
47
Arizona State Retirement System
Arizona
$1.14M +$915K +16,508 +219%
Invesco
48
Invesco
Georgia
$1.08M +$51.6K +931 +4%
CA
49
Clearstead Advisors
Ohio
$1.06M +$69.3K +1,250 +6%
KCM
50
Kornitzer Capital Management
Kansas
$1.06M +$416K +7,500 +50%

UEIC Hedge Fund Activity: Q4 2017 in Review

138 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q4 2017, worth a combined $638M — down 28% from $882M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UEIC positions and 11 closed out — a net gain of 4 holders — while 46 added to existing stakes and 48 trimmed.

The largest buyer was Frontier Capital Management, adding an estimated $13.7M. The largest seller was Eagle Asset Management, cutting an estimated $9.46M.

  • 138 institutional investors held Universal Electronics (UEIC) as of Q4 2017, up from 135 in Q3 2017.
  • Funds reported $638M of Universal Electronics stock for Q4 2017, down 28% quarter-over-quarter.
  • 15 funds opened new Universal Electronics positions in Q4 2017 and 11 closed out, a net change of +4 holders.
  • The largest Universal Electronics buyer in Q4 2017 was Frontier Capital Management, an estimated $13.7M added.
  • The largest Universal Electronics seller in Q4 2017 was Eagle Asset Management, an estimated $9.46M sold.

Based on aggregated 13F filings for Q4 2017.