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Universal Electronics
UEIC

146 hedge funds and large institutions have $717M invested in Universal Electronics in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $515M → $717M (+$203M)

1.02% more ownership

Funds ownership: 98.41% → 99.44% (+1%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 148 → 146 (-2)

37% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 65

Holders
146
Holders Change
-2
Holders Change %
-1.35%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
41
Reduced
65
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$19M
2
PCM
Peregrine Capital Management
Minnesota
+$6.26M
3
ICOM
Investment Counselors of Maryland
Maryland
+$3.17M
4
BlackRock
BlackRock
New York
+$2.48M
5
Boston Partners
Boston Partners
Massachusetts
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
CTA
Carillon Tower Advisers
Florida
-$6.65M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.92M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.12M
4
Goldman Sachs
Goldman Sachs
New York
-$2.24M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPERF
101
Oregon Public Employees Retirement Fund
Oregon
$295K +$3.42K +74 +1%
IA
102
IndexIQ Advisors
New York
$286K +$26K +564 +12%
US Bancorp
103
US Bancorp
Minnesota
$282K +$47K +1,018 +23%
ZCM
104
Zebra Capital Management
Connecticut
$276K +$243K +5,271 New
CIS
105
Connors Investor Services
Pennsylvania
$272K +$240K +5,190 New
MSA
106
Mason Street Advisors
Wisconsin
$269K -$4.62K -100 -2%
PCM
107
Palouse Capital Management
Washington
$250K +$220K +4,761 New
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$246K – – –
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$239K – – –
FMT
110
First Mercantile Trust
Tennessee
$236K -$17.1K -371 -8%
MAM
111
Martingale Asset Management
Massachusetts
$232K -$282K -6,100 -58%
WCM
112
Weld Capital Management
New York
$227K +$200K +4,335 New
Public Employees Retirement Association of Colorado
113
Public Employees Retirement Association of Colorado
Colorado
$217K – – –
ASRS
114
Arizona State Retirement System
Arizona
$212K +$186K +4,039 New
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$196K -$27.6K -598 -14%
Pacer Advisors
116
Pacer Advisors
Pennsylvania
$184K +$162K +3,503 New
MOACM
117
Mutual of America Capital Management
New York
$90K +$1.48K +32 +2%
TRCT
118
Tower Research Capital (TRC)
New York
$66K -$570K -12,344 -91%
AIP
119
Ameritas Investment Partners
Nebraska
$64K – – –
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$48K – – –
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$45K – – –
VCG
122
Vantage Consulting Group
Virginia
$40K +$34.9K +757 New
IRC
123
Investors Research Corp
Georgia
$26K – – –
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$22K +$1.71K +37 +9%
JCM
125
Jacobi Capital Management
Pennsylvania
$21K – – –
3 4
5
6 7

UEIC Hedge Fund Activity: Q4 2020 in Review

146 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q4 2020, worth a combined $717M — up 39% from $515M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UEIC and 16 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 41 added.

The largest buyer was Russell Investments Group, adding an estimated $19M. The largest seller was Carillon Tower Advisers, cutting an estimated $6.65M.

  • 146 institutional investors held Universal Electronics (UEIC) as of Q4 2020, down from 148 in Q3 2020.
  • Funds reported $717M of Universal Electronics stock for Q4 2020, up 39% quarter-over-quarter.
  • 16 funds opened new Universal Electronics positions in Q4 2020 and 17 closed out, a net change of -1 holder.
  • The largest Universal Electronics buyer in Q4 2020 was Russell Investments Group, an estimated $19M added.
  • The largest Universal Electronics seller in Q4 2020 was Carillon Tower Advisers, an estimated $6.65M sold.

Based on aggregated 13F filings for Q4 2020.