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Universal Electronics

146 hedge funds and large institutions have $435M invested in Universal Electronics in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

4% more funds holding

Funds holding: 140146 (+6)

0% more call options, than puts

Call options by funds: $4K | Put options by funds: $4K

0.82% less ownership

Funds ownership: 86.5%85.67% (-0.82%)

24% less capital invested

Capital invested by funds: $574M → $435M (-$139M)

34% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 59

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
39
Reduced
59
Closed
18
Calls
$4K
Puts
$4K
Net Calls
Net Calls Change
-$393K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$2.72M +$927K +22,392 +51%
BFM
27
Boothbay Fund Management
New York
$2.39M -$410K -9,903 -14%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$2.35M +$1.18M +28,589 +98%
N
29
Nuveen
North Carolina
$2.17M -$128K -3,102 -5%
SEI Investments
30
SEI Investments
Pennsylvania
$2.12M +$2.15M +51,935 New
American Century Companies
31
American Century Companies
Missouri
$2.02M +$568K +13,722 +38%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$1.6M -$3.81K -92 -0.2%
Axa
33
Axa
France
$1.58M -$195K -4,700 -11%
Renaissance Technologies
34
Renaissance Technologies
New York
$1.56M -$82.8K -2,000 -5%
PPA
35
Parametric Portfolio Associates
Washington
$1.51M -$458K -11,064 -23%
RJA
36
Raymond James & Associates
Florida
$1.44M +$13.7K +330 +0.9%
Victory Capital Management
37
Victory Capital Management
Texas
$1.4M -$69.4K -1,677 -5%
Wells Fargo
38
Wells Fargo
California
$1.35M +$217K +5,231 +19%
Legal & General Group
39
Legal & General Group
United Kingdom
$1.3M +$10.3K +250 +0.8%
Boston Partners
40
Boston Partners
Massachusetts
$1.24M +$286K +6,898 +29%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.21M -$24.8K -600 -2%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$1.17M -$8.28K -200 -0.7%
WSC
43
Wellington Shields & Co
New York
$1.15M
EGM
44
Engineers Gate Manager
New York
$1.1M +$911K +21,998 +438%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.09M -$23.6K -570 -2%
CA
46
Clearstead Advisors
Ohio
$1.03M +$51.7K +1,250 +5%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.01M +$1.01M +24,442 +5,684%
WSCM
48
Wellington Shields Capital Management
New York
$903K -$41 -1 -0%
First Trust Advisors
49
First Trust Advisors
Illinois
$866K +$86.2K +2,083 +11%
Barclays
50
Barclays
United Kingdom
$832K -$118K -2,859 -12%

UEIC Hedge Fund Activity: Q4 2021 in Review

146 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q4 2021, worth a combined $435M — down 24% from $574M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UEIC positions and 18 closed out — a net gain of 7 holders — while 39 added to existing stakes and 59 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $2.39M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $9.39M sold.

  • 146 institutional investors held Universal Electronics (UEIC) as of Q4 2021, up from 140 in Q3 2021.
  • Funds reported $435M of Universal Electronics stock for Q4 2021, down 24% quarter-over-quarter.
  • 25 funds opened new Universal Electronics positions in Q4 2021 and 18 closed out, a net change of +7 holders.
  • The largest Universal Electronics buyer in Q4 2021 was Jacobs Levy Equity Management, an estimated $2.39M added.
  • The largest Universal Electronics seller in Q4 2021 was Frontier Capital Management, an estimated $9.39M sold.

Based on aggregated 13F filings for Q4 2021.