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Universal Electronics

136 hedge funds and large institutions have $778M invested in Universal Electronics in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $718K | Put options by funds: $260K

84% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 32

22% more capital invested

Capital invested by funds: $638M → $778M (+$140M)

1.5% more ownership

Funds ownership: 104.91%106.41% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 138136 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
59
Reduced
32
Closed
13
Calls
$718K
Puts
$260K
Net Calls
+$458K
Net Calls Change
+$850K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$2.75M +$1.03M +21,105 +66%
Wells Fargo
27
Wells Fargo
California
$2.36M +$77.2K +1,587 +4%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$2.18M +$83.1K +1,710 +4%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$2.16M +$45K +925 +2%
Citadel Advisors
30
Citadel Advisors
Florida
$1.91M +$401K +8,243 +29%
Morgan Stanley
31
Morgan Stanley
New York
$1.9M +$74.4K +1,531 +4%
TCIM
32
TIAA CREF Investment Management
New York
$1.74M
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$1.73M +$38K +782 +2%
Invesco
34
Invesco
Georgia
$1.71M +$493K +10,139 +45%
UBS Group
35
UBS Group
Switzerland
$1.7M -$25.6K -527 -2%
New York State Teachers Retirement System (NYSTRS)
36
New York State Teachers Retirement System (NYSTRS)
New York
$1.64M -$1.7K -35 -0.1%
EVM
37
Eaton Vance Management
Massachusetts
$1.53M +$716K +14,732 +100%
PI
38
PineBridge Investments
New York
$1.48M +$863K +17,738 +168%
PPA
39
Parametric Portfolio Associates
Washington
$1.47M +$544K +11,180 +65%
FG
40
Formula Growth
Quebec, Canada
$1.46M
RJA
41
Raymond James & Associates
Florida
$1.42M -$6.95K -143 -0.5%
Legal & General Group
42
Legal & General Group
United Kingdom
$1.39M +$23.1K +475 +2%
TA
43
Teachers Advisors
New York
$1.36M
PCM
44
Princeton Capital Management
New Jersey
$1.32M -$54.5K -1,121 -4%
RCAMU
45
Rothschild & Co Asset Management US
Connecticut
$1.32M -$144K -2,964 -10%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.3M
Prudential Financial
47
Prudential Financial
New Jersey
$1.27M +$12.2K +250 +1%
CA
48
Clearstead Advisors
Ohio
$1.24M +$60.8K +1,250 +6%
ASRS
49
Arizona State Retirement System
Arizona
$1.17M -$72.9K -1,500 -6%
KCM
50
Kornitzer Capital Management
Kansas
$1.17M

UEIC Hedge Fund Activity: Q1 2018 in Review

136 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q1 2018, worth a combined $778M — up 22% from $638M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UEIC and 11 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 59 added.

The largest buyer was Bank of America, adding an estimated $4.83M. The largest seller was Royal Bank of Canada, cutting an estimated $16M.

  • 136 institutional investors held Universal Electronics (UEIC) as of Q1 2018, down from 138 in Q4 2017.
  • Funds reported $778M of Universal Electronics stock for Q1 2018, up 22% quarter-over-quarter.
  • 11 funds opened new Universal Electronics positions in Q1 2018 and 13 closed out, a net change of -2 holders.
  • The largest Universal Electronics buyer in Q1 2018 was Bank of America, an estimated $4.83M added.
  • The largest Universal Electronics seller in Q1 2018 was Royal Bank of Canada, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2018.