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Universal Electronics

152 hedge funds and large institutions have $983M invested in Universal Electronics in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

21% more capital invested

Capital invested by funds: $811M → $983M (+$172M)

3% more funds holding

Funds holding: 148152 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

14% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 57

33% less call options, than puts

Call options by funds: $1.2M | Put options by funds: $1.78M

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
4.06%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
18
Increased
49
Reduced
57
Closed
12
Calls
$1.2M
Puts
$1.78M
Net Calls
-$590K
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$65K -$7.32M -111,559 -99%
TRCT
127
Tower Research Capital (TRC)
New York
$59K +$49K +746 +1,148%
Simplex Trading
128
Simplex Trading
Illinois
$53K +$45.1K +687 +1,321%
AG
129
Advisor Group
Arizona
$52K +$47.6K +726 New
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$47K -$23.8K -363 -36%
LIA
131
LS Investment Advisors
Michigan
$39K
JCM
132
Jacobi Capital Management
Pennsylvania
$36K +$32.8K +500 New
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$32K
CHP
134
Cable Hill Partners
Oregon
$30K
MA
135
MUFG Americas
New York
$25K -$2.95K -45 -12%
FNBT
136
FineMark National Bank & Trust
Florida
$22K +$19.7K +300 New
AIM
137
Anchor Investment Management
South Carolina
$21.7K
IPC
138
Independent Portfolio Consultants
Florida
$20K
BBHC
139
Brown Brothers Harriman & Co
New York
$15K +$13.8K +211 New
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$14K
DADC
141
D.A. Davidson & Co
Montana
$13K
QT
142
Quantbot Technologies
New York
$12K +$11.2K +171 New
VCM
143
Versant Capital Management
Arizona
$11K +$525 +8 +5%
SWA
144
Sutton Wealth Advisors
Florida
$10.2K
FHA
145
First Horizon Advisors
Tennessee
$10K +$2.89K +44 +48%
US Bancorp
146
US Bancorp
Minnesota
$6K +$1.84K +28 +57%
Barclays
147
Barclays
United Kingdom
$2K -$3.81K -58 -73%
MFS
148
MSI Financial Services
Massachusetts
$2K
CCA
149
Checchi Capital Advisers
California
$1K
QI
150
QS Investors
New York
$1K

UEIC Hedge Fund Activity: Q2 2016 in Review

152 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q2 2016, worth a combined $983M — up 21% from $811M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UEIC positions and 12 closed out — a net gain of 6 holders — while 49 added to existing stakes and 57 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $36M. The largest seller was THB Asset Management, cutting an estimated $8.63M.

  • 152 institutional investors held Universal Electronics (UEIC) as of Q2 2016, up from 148 in Q1 2016.
  • Funds reported $983M of Universal Electronics stock for Q2 2016, up 21% quarter-over-quarter.
  • 18 funds opened new Universal Electronics positions in Q2 2016 and 12 closed out, a net change of +6 holders.
  • The largest Universal Electronics buyer in Q2 2016 was William Blair Investment Management, an estimated $36M added.
  • The largest Universal Electronics seller in Q2 2016 was THB Asset Management, an estimated $8.63M sold.

Based on aggregated 13F filings for Q2 2016.