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Universal Electronics

135 hedge funds and large institutions have $882M invested in Universal Electronics in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

0.72% more ownership

Funds ownership: 95.27%95.99% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $919M → $882M (-$36.9M)

3% less funds holding

Funds holding: 139135 (-4)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

59% less call options, than puts

Call options by funds: $459K | Put options by funds: $1.12M

Holders
135
Holders Change
-4
Holders Change %
-2.88%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
51
Reduced
47
Closed
9
Calls
$459K
Puts
$1.12M
Net Calls
-$663K
Net Calls Change
+$299K
Name Holding Trade Value Shares
Change
Change in
Stake
SIP
76
Stoneridge Investment Partners
Pennsylvania
$501K +$493K +7,908 New
NFA
77
Nationwide Fund Advisors
Ohio
$495K -$17.3K -278 -3%
ASRS
78
Arizona State Retirement System
Arizona
$478K
JP Morgan Chase
79
JP Morgan Chase
New York
$473K -$811K -13,019 -64%
CMANY
80
Capital Management Associates (New York)
New York
$444K
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$429K -$18.9K -303 -4%
ARTA
82
A.R.T. Advisors
New York
$418K +$411K +6,594 New
RA
83
Royce & Associates
New York
$387K -$561K -9,000 -60%
LSERS
84
Louisiana State Employees Retirement System
Louisiana
$374K
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$374K
LPL Financial
86
LPL Financial
California
$354K -$6.6K -106 -2%
MERSOM
87
Municipal Employees' Retirement System of Michigan
Michigan
$344K +$125K +2,010 +59%
ISL
88
Ingalls & Snyder LLC
New York
$342K +$31.2K +500 +10%
SB
89
Suntrust Banks
Georgia
$333K -$7.48K -120 -2%
ZB
90
Zions Bancorporation
Utah
$329K
AG
91
Aperio Group
California
$292K -$5.92K -95 -2%
CGH
92
Crossmark Global Holdings
Texas
$291K +$286K +4,593 New
First Trust Advisors
93
First Trust Advisors
Illinois
$289K +$7.35K +118 +3%
HEIP
94
Hudson Edge Investment Partners
New Jersey
$281K -$56.1K -901 -17%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$271K +$7.79K +125 +3%
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$270K -$6.23K -100 -2%
Public Employees Retirement Association of Colorado
97
Public Employees Retirement Association of Colorado
Colorado
$262K
Citigroup
98
Citigroup
New York
$259K -$98.3K -1,578 -28%
MSA
99
Mason Street Advisors
Wisconsin
$232K +$6.04K +97 +3%
TRCT
100
Tower Research Capital (TRC)
New York
$200K +$126K +2,023 +177%

UEIC Hedge Fund Activity: Q3 2017 in Review

135 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q3 2017, worth a combined $882M — down 4% from $919M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of UEIC and 7 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 51 added.

The largest buyer was VOYA Investment Management, adding an estimated $7.51M. The largest seller was Lord, Abbett & Co, cutting an estimated $12.9M.

  • 135 institutional investors held Universal Electronics (UEIC) as of Q3 2017, down from 139 in Q2 2017.
  • Funds reported $882M of Universal Electronics stock for Q3 2017, down 4% quarter-over-quarter.
  • 7 funds opened new Universal Electronics positions in Q3 2017 and 9 closed out, a net change of -2 holders.
  • The largest Universal Electronics buyer in Q3 2017 was VOYA Investment Management, an estimated $7.51M added.
  • The largest Universal Electronics seller in Q3 2017 was Lord, Abbett & Co, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2017.