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Universal Electronics

146 hedge funds and large institutions have $435M invested in Universal Electronics in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

4% more funds holding

Funds holding: 140146 (+6)

0% more call options, than puts

Call options by funds: $4K | Put options by funds: $4K

0.82% less ownership

Funds ownership: 86.5%85.67% (-0.82%)

24% less capital invested

Capital invested by funds: $574M → $435M (-$139M)

34% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 59

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
39
Reduced
59
Closed
18
Calls
$4K
Puts
$4K
Net Calls
Net Calls Change
-$393K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$6K
EWA
127
EverSource Wealth Advisors
Alabama
$6K +$6.46K +156 New
S
128
SignatureFD
Georgia
$6K +$6.46K +156 New
HR
129
Howe & Rusling
New York
$5K
C
130
Covestor
United Kingdom
$4K +$3.89K +94 New
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.31K +80 New
CWP
132
Concord Wealth Partners
Virginia
$2K -$8.57K -207 -81%
PFBT
133
Parkside Financial Bank & Trust
Missouri
$2K -$166 -4 -7%
STCOSD
134
Sageworth Trust Company of South Dakota
South Dakota
$2K +$1.95K +47 New
SCA
135
Snowden Capital Advisors
New York
$2K +$2.28K +55 New
ST
136
Sageworth Trust
Pennsylvania
$1K -$2.23K -54 -77%
AssetMark Inc
137
AssetMark Inc
California
$1K
NFG
138
Next Financial Group
Texas
$1K
PWMG
139
Prestige Wealth Management Group
New Jersey
$1K
QCG
140
Quadrant Capital Group
Ohio
$1K
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$1K +$911 +22 New
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$1K +$1.24K +30 New
SWA
143
Sutton Wealth Advisors
Florida
$204 +$207 +5 New
FCM
144
Frontier Capital Management
Massachusetts
-$9.39M -190,628 Closed
Pacer Advisors
145
Pacer Advisors
Pennsylvania
-$1.28M -26,020 Closed
PAM
146
Panagora Asset Management
Massachusetts
-$1.2M -24,434 Closed
Millennium Management
147
Millennium Management
New York
-$1.2M -24,366 Closed
KCM
148
Kornitzer Capital Management
Kansas
-$985K -20,000 Closed
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
-$838K -16,517 Closed
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
-$466K -9,461 Closed

UEIC Hedge Fund Activity: Q4 2021 in Review

146 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q4 2021, worth a combined $435M — down 24% from $574M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UEIC positions and 18 closed out — a net gain of 7 holders — while 39 added to existing stakes and 59 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $2.39M. The largest seller was Frontier Capital Management, exiting entirely with an estimated $9.39M sold.

  • 146 institutional investors held Universal Electronics (UEIC) as of Q4 2021, up from 140 in Q3 2021.
  • Funds reported $435M of Universal Electronics stock for Q4 2021, down 24% quarter-over-quarter.
  • 25 funds opened new Universal Electronics positions in Q4 2021 and 18 closed out, a net change of +7 holders.
  • The largest Universal Electronics buyer in Q4 2021 was Jacobs Levy Equity Management, an estimated $2.39M added.
  • The largest Universal Electronics seller in Q4 2021 was Frontier Capital Management, an estimated $9.39M sold.

Based on aggregated 13F filings for Q4 2021.