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Universal Electronics

128 hedge funds and large institutions have $514M invested in Universal Electronics in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.56% more ownership

Funds ownership: 106.41%109.97% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 40

6% less funds holding

Funds holding: 136128 (-8)

34% less capital invested

Capital invested by funds: $778M → $514M (-$264M)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

53% less call options, than puts

Call options by funds: $265K | Put options by funds: $564K

Holders
128
Holders Change
-8
Holders Change %
-5.88%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
38
Reduced
40
Closed
23
Calls
$265K
Puts
$564K
Net Calls
-$299K
Net Calls Change
-$757K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$42.1K -$156K -4,150 -77%
GHCM
102
Glen Harbor Capital Management
California
$41K
AIP
103
Ameritas Investment Partners
Nebraska
$40K
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$36K +$9.95K +265 +32%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$30K
AG
106
Advisor Group
Arizona
$26K -$225 -6 -0.8%
LIA
107
LS Investment Advisors
Michigan
$15K
SWM
108
SeaCrest Wealth Management
New York
$14K +$1.16K +31 +8%
JCM
109
Jacobi Capital Management
Pennsylvania
$13K
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$10K
RCAG
111
Rehmann Capital Advisory Group
Michigan
$9.09K +$1.24K +33 +14%
TL
112
TrueWealth LLC
Georgia
$8K
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$6K -$12.8K -341 -65%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$6K -$9.8K -261 -56%
CHP
115
Cable Hill Partners
Oregon
$6K
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$4K
SPIA
117
Steward Partners Investment Advisory
New York
$4K
AIM
118
Anchor Investment Management
South Carolina
$3.31K
US Bancorp
119
US Bancorp
Minnesota
$3K +$1.58K +42 +86%
VCM
120
Versant Capital Management
Arizona
$2K -$113 -3 -5%
IFAM
121
Institutional & Family Asset Management
Colorado
$2K
MOACM
122
Mutual of America Capital Management
New York
$2K +$1.95K +52 New
PA
123
Parallel Advisors
California
$1K -$1.58K -42 -45%
IA
124
IFP Advisors
Florida
$1K
JA
125
JOYN Advisors
Georgia
$1K +$713 +19 +633%

UEIC Hedge Fund Activity: Q2 2018 in Review

128 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q2 2018, worth a combined $514M — down 34% from $778M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UEIC and 15 opened new positions — a net loss of 8 holders — while 40 trimmed existing stakes and 38 added.

The largest buyer was Engaged Capital, opening a new position worth an estimated $9.45M. The largest seller was Granite Investment Partners, cutting an estimated $9.86M.

  • 128 institutional investors held Universal Electronics (UEIC) as of Q2 2018, down from 136 in Q1 2018.
  • Funds reported $514M of Universal Electronics stock for Q2 2018, down 34% quarter-over-quarter.
  • 15 funds opened new Universal Electronics positions in Q2 2018 and 23 closed out, a net change of -8 holders.
  • The largest Universal Electronics buyer in Q2 2018 was Engaged Capital, an estimated $9.45M added.
  • The largest Universal Electronics seller in Q2 2018 was Granite Investment Partners, an estimated $9.86M sold.

Based on aggregated 13F filings for Q2 2018.