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Universal Electronics

87 hedge funds and large institutions have $75.8M invested in Universal Electronics in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.96% less ownership

Funds ownership: 70.81%64.85% (-6%)

10% less funds holding

Funds holding: 9787 (-10)

14% less capital invested

Capital invested by funds: $87.6M → $75.8M (-$11.9M)

16% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 37

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

88% less call options, than puts

Call options by funds: $90K | Put options by funds: $773K

Holders
87
Holders Change
-10
Holders Change %
-10.31%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
31
Reduced
37
Closed
13
Calls
$90K
Puts
$773K
Net Calls
-$683K
Net Calls Change
-$43K
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
76
Teachers Retirement System of the State of Kentucky
Kentucky
$2K
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$1.97K
Citigroup
78
Citigroup
New York
$1.07K
Comerica Bank
79
Comerica Bank
Texas
$988 +$1.07K +109 New
Wells Fargo
80
Wells Fargo
California
$805 -$483 -49 -36%
CWP
81
Concord Wealth Partners
Virginia
$453
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$452 -$13.5K -1,367 -96%
VCM
83
Versant Capital Management
Arizona
$407
HWA
84
HHM Wealth Advisors
Tennessee
$109 +$118 +12 New
FMII
85
Farmers & Merchants Investments Inc
Nebraska
$81
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$72
US Bancorp
87
US Bancorp
Minnesota
$63
AQR Capital Management
88
AQR Capital Management
Connecticut
-$1.39M -144,462 Closed
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
-$854K -85,886 Closed
Charles Schwab
90
Charles Schwab
California
-$619K -64,333 Closed
PTC
91
Petrus Trust Company
Texas
-$442K -45,898 Closed
OQS
92
Occudo Quantitative Strategies
Florida
-$215K -22,300 Closed
PCM
93
Palouse Capital Management
Washington
-$182K -18,926 Closed
Man Group
94
Man Group
United Kingdom
-$170K -17,692 Closed
Verition Fund Management
95
Verition Fund Management
Connecticut
-$162K -16,884 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
96
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$159K -16,568 Closed
YIH
97
Y-Intercept (HK)
Hong Kong
-$119K -12,334 Closed
SC
98
Stephens Consulting
Michigan
-$5.77K -600 Closed
C
99
Covestor
United Kingdom
-$2K -179 Closed
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
-$895 -93 Closed

UEIC Hedge Fund Activity: Q3 2023 in Review

87 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q3 2023, worth a combined $75.8M — down 14% from $87.6M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UEIC and 5 opened new positions — a net loss of 8 holders — while 37 trimmed existing stakes and 31 added.

The largest buyer was Ancora Advisors, opening a new position worth an estimated $1.62M. The largest seller was AQR Capital Management, exiting entirely with an estimated $1.39M sold.

  • 87 institutional investors held Universal Electronics (UEIC) as of Q3 2023, down from 97 in Q2 2023.
  • Funds reported $75.8M of Universal Electronics stock for Q3 2023, down 14% quarter-over-quarter.
  • 5 funds opened new Universal Electronics positions in Q3 2023 and 13 closed out, a net change of -8 holders.
  • The largest Universal Electronics buyer in Q3 2023 was Ancora Advisors, an estimated $1.62M added.
  • The largest Universal Electronics seller in Q3 2023 was AQR Capital Management, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2023.