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Universal Electronics

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: 148146 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$20K +$6.92K +150 +65%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$13K -$4.62K -100 -29%
Osaic Holdings
128
Osaic Holdings
Arizona
$13K
AAM
129
Advisors Asset Management
Colorado
$12K -$1.75K -38 -14%
SPIA
130
Steward Partners Investment Advisory
New York
$8K +$1.39K +30 +27%
HR
131
Howe & Rusling
New York
$7K
SN
132
Sittner & Nelson
Oregon
$4K +$3.19K +69 New
IFAM
133
Institutional & Family Asset Management
Colorado
$3K -$92 -2 -4%
PFBT
134
Parkside Financial Bank & Trust
Missouri
$3K +$1.62K +35 +184%
CWP
135
Concord Wealth Partners
Virginia
$3K +$2.31K +50 New
ICP
136
Interchange Capital Partners
Pennsylvania
$3K +$2.96K +64 New
HGWM
137
Harvest Group Wealth Management
Massachusetts
$2K
QCG
138
Quadrant Capital Group
Ohio
$2K
FTDI
139
First Trust Direct Indexing
Massachusetts
$2K +$1.75K +38 New
PWMG
140
Prestige Wealth Management Group
New Jersey
$1K
AssetMark Inc
141
AssetMark Inc
California
$1K +$277 +6 +33%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$1K +$739 +16 +178%
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$1K +$831 +18 New
AIG
144
American International Group
New York
$473 -$15.5K -336 -4%
Marshall Wace
145
Marshall Wace
United Kingdom
-$2.16M -57,264 Closed
GCP
146
GSA Capital Partners
United Kingdom
-$883K -23,407 Closed
HW
147
Hancock Whitney
Mississippi
-$868K -23,000 Closed
JG
148
Jefferies Group
New York
-$755K -20,000 Closed
ZCM
149
Ziegler Capital Management
Illinois
-$677K -17,939 Closed
BIM
150
Bogle Investment Management
Massachusetts
-$302K -7,996 Closed

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.