Universal Electronics
UEIC
129 hedge funds and large institutions have $489M invested in Universal Electronics in 2013 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 6 closing their positions.
333% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 6
41% more capital invested
Capital invested by funds: $348M → $489M (+$141M)
18% more funds holding
Funds holding: 109 → 129 (+20)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.7M |
| 3 |
CM
Castleark Management
Chicago,
Illinois
|
+$5.31M |
| 4 |
JP Morgan Chase
New York
|
+$3.06M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$7.68M |
| 2 |
KCM
Keane Capital Management
Charlotte,
North Carolina
|
-$2.34M |
| 3 |
TAM
Tocqueville Asset Management
New York
|
-$2.15M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
-$2M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$1.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HDIM
126
Hanson & Doremus Investment Management
Burlington,
Vermont
| $14K | – | – | – |
|
|
FMT
127
First Mercantile Trust
Cordova,
Tennessee
| $6K | +$5.35K | +170 | New |
|
|
PTC
128
Private Trust Company
Cleveland,
Ohio
| $2K | – | – | – |
|
129
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $424 | – | – | – |
|
|
KCM
130
Keane Capital Management
Charlotte,
North Carolina
| – | -$2.34M | -83,079 | Closed |
|
|
OAM
131
Oxford Asset Management
Oxford,
United Kingdom
| – | -$618K | -21,964 | Closed |
|
|
BGIM
132
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$411K | -14,600 | Closed |
|
133
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| – | -$359K | -12,100 | Closed |
|
134
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$206K | -7,319 | Closed |
|
135
Jones Financial Companies
Des Peres,
Missouri
| – | -$12K | -421 | Closed |
|
UEIC Hedge Fund Activity: Q3 2013 in Review
129 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q3 2013, worth a combined $489M — up 41% from $348M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new UEIC positions and 6 closed out — a net gain of 20 holders — while 44 added to existing stakes and 44 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $10.5M. The largest seller was Artisan Partners, cutting an estimated $7.68M.
- 129 institutional investors held Universal Electronics (UEIC) as of Q3 2013, up from 109 in Q2 2013.
- Funds reported $489M of Universal Electronics stock for Q3 2013, up 41% quarter-over-quarter.
- 26 funds opened new Universal Electronics positions in Q3 2013 and 6 closed out, a net change of +20 holders.
- The largest Universal Electronics buyer in Q3 2013 was Fidelity Investments, an estimated $10.5M added.
- The largest Universal Electronics seller in Q3 2013 was Artisan Partners, an estimated $7.68M sold.
Based on aggregated 13F filings for Q3 2013.