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Universal Electronics

150 hedge funds and large institutions have $656M invested in Universal Electronics in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $530M → $656M (+$126M)

19% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 48

1.65% more ownership

Funds ownership: 99.45%101.1% (+1.7%)

6% less funds holding

Funds holding: 159150 (-9)

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $37K

Holders
150
Holders Change
-9
Holders Change %
-5.66%
% of All Funds
3.08%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
57
Reduced
48
Closed
24
Calls
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$5.09M +$4.57M +108,692 New
N
27
Nuveen
North Carolina
$5.06M -$1.76M -41,727 -28%
Principal Financial Group
28
Principal Financial Group
Iowa
$4.87M -$73.7K -1,751 -2%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$4.62M +$38.9K +924 +0.9%
AQR Capital Management
30
AQR Capital Management
Connecticut
$4.34M -$606K -14,397 -13%
FP
31
Foundry Partners
Minnesota
$3.82M -$143K -3,395 -4%
Bank of America
32
Bank of America
North Carolina
$3.69M -$380K -9,023 -10%
Wells Fargo
33
Wells Fargo
California
$3.66M +$280K +6,649 +9%
Invesco
34
Invesco
Georgia
$3.35M +$116K +2,763 +4%
LAM
35
Lapides Asset Management
Connecticut
$3.18M +$177K +4,200 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
36
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.76M +$724K +17,200 +41%
WSCM
37
Wellington Shields Capital Management
New York
$2.61M -$119K -2,830 -5%
PI
38
Putnam Investments
Massachusetts
$2.14M +$1.92M +45,700 New
Morgan Stanley
39
Morgan Stanley
New York
$1.99M +$166K +3,954 +10%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$1.92M -$139K -3,304 -7%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.88M +$375K +8,926 +29%
QI
42
QS Investors
New York
$1.86M +$6.31K +150 +0.4%
Legal & General Group
43
Legal & General Group
United Kingdom
$1.83M +$116K +2,754 +8%
Assenagon Asset Management
44
Assenagon Asset Management
Luxembourg
$1.7M +$1.53M +36,366 New
CIC
45
Cornercap Investment Counsel
Georgia
$1.68M -$178K -4,233 -11%
PPA
46
Parametric Portfolio Associates
Washington
$1.66M -$74K -1,760 -5%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$1.64M -$675K -16,035 -31%
WSC
48
Wellington Shields & Co
New York
$1.61M
CCM
49
Cadence Capital Management
Massachusetts
$1.54M +$57.3K +1,363 +4%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$1.48M +$12.6K +300 +1%

UEIC Hedge Fund Activity: Q2 2020 in Review

150 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q2 2020, worth a combined $656M — up 24% from $530M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UEIC and 15 opened new positions — a net loss of 9 holders — while 48 trimmed existing stakes and 57 added.

The largest buyer was Bank of Montreal, adding an estimated $8.3M. The largest seller was Eagle Asset Management, cutting an estimated $7.56M.

  • 150 institutional investors held Universal Electronics (UEIC) as of Q2 2020, down from 159 in Q1 2020.
  • Funds reported $656M of Universal Electronics stock for Q2 2020, up 24% quarter-over-quarter.
  • 15 funds opened new Universal Electronics positions in Q2 2020 and 24 closed out, a net change of -9 holders.
  • The largest Universal Electronics buyer in Q2 2020 was Bank of Montreal, an estimated $8.3M added.
  • The largest Universal Electronics seller in Q2 2020 was Eagle Asset Management, an estimated $7.56M sold.

Based on aggregated 13F filings for Q2 2020.