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Universal Electronics

151 hedge funds and large institutions have $934M invested in Universal Electronics in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $423K

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

36% more capital invested

Capital invested by funds: $686M → $934M (+$247M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more funds holding

Funds holding: 145151 (+6)

45% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 67

Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
24
Increased
37
Reduced
67
Closed
17
Calls
$1.3M
Puts
$423K
Net Calls
+$880K
Net Calls Change
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$455K -$11.5K -200 -3%
WSCM
102
Wellington Shields Capital Management
New York
$455K
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$454K +$67.8K +1,179 +20%
ISL
104
Ingalls & Snyder LLC
New York
$442K
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$403K
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$374K
PI
107
Placemark Investments
Illinois
$365K +$4.88K +85 +2%
UBS Group
108
UBS Group
Switzerland
$359K +$317K +5,516 New
SO
109
STRS Ohio
Ohio
$351K +$11.5K +200 +4%
RG
110
Renaissance Group
Kentucky
$314K +$278K +4,833 New
OAM
111
Origin Asset Management
United Kingdom
$313K
B
112
Barings
North Carolina
$286K
OA
113
OFI Advisors
Pennsylvania
$279K -$31.8K -554 -11%
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$269K
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$268K -$2.31M -40,241 -91%
LI
116
LMCG Investments
Massachusetts
$268K +$237K +4,119 New
MERSOM
117
Municipal Employees' Retirement System of Michigan
Michigan
$267K -$684K -11,900 -74%
VFS
118
VSR Financial Services
Kansas
$261K +$231K +4,020 New
Millennium Management
119
Millennium Management
New York
$251K -$1.06M -18,457 -83%
ProShare Advisors
120
ProShare Advisors
Maryland
$249K -$167K -2,905 -43%
UBS AM
121
UBS AM
Illinois
$241K +$213K +3,700 New
PI
122
PineBridge Investments
New York
$233K +$8.96K +156 +5%
SG Americas Securities
123
SG Americas Securities
New York
$222K -$133K -2,309 -40%
DC
124
Deere & Company
Illinois
$220K -$69.6K -1,211 -26%
CSS
125
Cubist Systematic Strategies
Connecticut
$216K +$191K +3,327 New

UEIC Hedge Fund Activity: Q4 2014 in Review

151 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q4 2014, worth a combined $934M — up 36% from $686M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UEIC positions and 17 closed out — a net gain of 7 holders — while 37 added to existing stakes and 67 trimmed.

The largest buyer was Fiduciary Management Associates, opening a new position worth an estimated $16.4M. The largest seller was Segall Bryant & Hamill, cutting an estimated $4.39M.

  • 151 institutional investors held Universal Electronics (UEIC) as of Q4 2014, up from 145 in Q3 2014.
  • Funds reported $934M of Universal Electronics stock for Q4 2014, up 36% quarter-over-quarter.
  • 24 funds opened new Universal Electronics positions in Q4 2014 and 17 closed out, a net change of +7 holders.
  • The largest Universal Electronics buyer in Q4 2014 was Fiduciary Management Associates, an estimated $16.4M added.
  • The largest Universal Electronics seller in Q4 2014 was Segall Bryant & Hamill, an estimated $4.39M sold.

Based on aggregated 13F filings for Q4 2014.