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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$19M |
| 2 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$6.26M |
| 3 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$3.17M |
| 4 |
BlackRock
New York
|
+$2.48M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$6.65M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.92M |
| 3 |
JP Morgan Chase
New York
|
-$3.12M |
| 4 |
Goldman Sachs
New York
|
-$2.24M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFO
151
Pathstone Family Office
Englewood,
New Jersey
| – | -$357K | -7,730 | -100% |
|
|
HF
152
HRT Financial
New York
| – | -$277K | -7,352 | Closed |
|
|
TI
153
Trexquant Investment
Stamford,
Connecticut
| – | -$247K | -6,554 | Closed |
|
|
CSS
154
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$213K | -5,637 | Closed |
|
155
Lazard Asset Management
New York
| – | -$49K | -1,306 | Closed |
|
|
CHAM
156
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$37.7K | -1,000 | Closed |
|
|
PHK
157
Point72 Hong Kong
Hong Kong
| – | -$14K | -366 | Closed |
|
|
AIM
158
Aigen Investment Management
New York
| – | -$6K | -158 | Closed |
|
|
GT
159
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$4K | -116 | Closed |
|
|
VI
160
Vestcor Inc
Fredericton,
New Brunswick, Canada
| – | -$4K | -106 | Closed |
|
|
CWC
161
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$2K | -40 | Closed |
|
|
PA
162
Parallel Advisors
San Francisco,
California
| – | -$1K | -19 | 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.