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Universal Electronics

80 hedge funds and large institutions have $76.1M invested in Universal Electronics in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $75.8M → $76.1M (+$299K)

2.3% less ownership

Funds ownership: 64.85%62.55% (-2.3%)

8% less funds holding

Funds holding: 8780 (-7)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

97% less call options, than puts

Call options by funds: $8K | Put options by funds: $238K

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
30
Reduced
37
Closed
12
Calls
$8K
Puts
$238K
Net Calls
-$230K
Net Calls Change
+$453K
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
51
Boothbay Fund Management
New York
$151K +$37.7K +4,617 +40%
RJA
52
Raymond James & Associates
Florida
$149K +$6.87K +840 +6%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$137K +$120K +14,625 New
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$125K +$108K +13,200 New
WSCM
55
Wellington Shields Capital Management
New York
$119K -$44.1K -5,400 -30%
SF
56
Synovus Financial
Georgia
$111K -$736 -90 -0.8%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$72.7K -$62.7K -7,677 -50%
WSC
58
Wellington Shields & Co
New York
$68.5K -$46.1K -5,642 -44%
Public Employees Retirement Association of Colorado
59
Public Employees Retirement Association of Colorado
Colorado
$39K
UBS Group
60
UBS Group
Switzerland
$18.8K -$997 -122 -6%
US Bancorp
61
US Bancorp
Minnesota
$17.8K +$15.4K +1,884 +26,914%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$17.1K +$8.25K +1,009 +124%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$14K +$1.22K +149 +11%
Federated Hermes
64
Federated Hermes
Pennsylvania
$9.87K +$3.3K +404 +62%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$9.68K -$4.09K -501 -33%
QT
66
Quantbot Technologies
New York
$9.39K -$1.64K -200 -17%
PAS
67
Point72 Asia (Singapore)
Singapore
$5.63K +$4.9K +600 New
IRC
68
Investors Research Corp
Georgia
$4.7K
JP Morgan Chase
69
JP Morgan Chase
New York
$3.11K
Comerica Bank
70
Comerica Bank
Texas
$1.87K +$736 +90 +83%
Osaic Holdings
71
Osaic Holdings
Arizona
$1.22K -$202K -24,668 -99%
FFA
72
Farther Finance Advisors
California
$1.17K +$1.02K +125 New
Citigroup
73
Citigroup
New York
$995 -$98 -12 -10%
Wells Fargo
74
Wells Fargo
California
$892 +$49 +6 +7%
CWP
75
Concord Wealth Partners
Virginia
$470

UEIC Hedge Fund Activity: Q4 2023 in Review

80 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q4 2023, worth a combined $76.1M — up 0.39% from $75.8M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of UEIC and 5 opened new positions — a net loss of 7 holders — while 37 trimmed existing stakes and 30 added.

The largest buyer was AMH Equity, adding an estimated $850K. The largest seller was State Street, cutting an estimated $1.47M.

  • 80 institutional investors held Universal Electronics (UEIC) as of Q4 2023, down from 87 in Q3 2023.
  • Funds reported $76.1M of Universal Electronics stock for Q4 2023, up 0.39% quarter-over-quarter.
  • 5 funds opened new Universal Electronics positions in Q4 2023 and 12 closed out, a net change of -7 holders.
  • The largest Universal Electronics buyer in Q4 2023 was AMH Equity, an estimated $850K added.
  • The largest Universal Electronics seller in Q4 2023 was State Street, an estimated $1.47M sold.

Based on aggregated 13F filings for Q4 2023.