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Universal Electronics

129 hedge funds and large institutions have $532M invested in Universal Electronics in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 42

8% more funds holding

Funds holding: 120129 (+9)

3% more capital invested

Capital invested by funds: $515M → $532M (+$17.6M)

Holders
129
Holders Change
+9
Holders Change %
+7.5%
% of All Funds
3.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
55
Reduced
42
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1
Eagle Asset Management
Florida
$118M -$3.49M -90,691 -3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$67.6M +$5.66M +146,975 +9%
BFA
3
BlackRock Fund Advisors
California
$34.4M +$873K +22,658 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$22.2M +$447K +11,606 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$21.4M +$994K +25,804 +5%
BIT
6
BlackRock Institutional Trust
California
$20.6M +$2.58M +67,087 +14%
Artisan Partners
7
Artisan Partners
Wisconsin
$15.1M -$7.93M -205,823 -34%
TSW
8
Thompson Siegel & Walmsley
Virginia
$14.2M +$499K +12,966 +4%
WSC
9
Wellington Shields & Co
New York
$13.2M -$36.6K -950 -0.3%
State Street
10
State Street
Massachusetts
$11.6M +$109K +2,839 +1%
Northern Trust
11
Northern Trust
Illinois
$10.1M -$538K -13,966 -5%
SBH
12
Segall Bryant & Hamill
Illinois
$10.1M +$431K +11,200 +4%
JP Morgan Chase
13
JP Morgan Chase
New York
$9.75M -$1.78M -46,306 -15%
MHP
14
Manatuck Hill Partners
Connecticut
$9.59M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.69M -$1.2M -31,096 -12%
CAM
16
Cortina Asset Management
Wisconsin
$7.45M +$1.04M +26,913 +16%
TAM
17
Tocqueville Asset Management
New York
$7.28M -$212K -5,500 -3%
Wells Fargo
18
Wells Fargo
California
$6.96M -$94.7K -2,459 -1%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$6.7M +$283K +7,359 +4%
GIPM
20
G2 Investment Partners Management
New York
$6.24M +$6.26M +162,595 New
MAA
21
Managed Account Advisors
New Jersey
$6.12M -$6.58K -171 -0.1%
PCM
22
Perritt Capital Management
Illinois
$4.38M -$23.1K -600 -0.5%
MCM
23
McKinley Capital Management
Alaska
$4.04M +$932K +24,214 +30%
RFC
24
Russell Frank Company
Washington
$3.62M +$212K +5,497 +6%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.62M +$136K +3,519 +4%

UEIC Hedge Fund Activity: Q1 2014 in Review

129 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q1 2014, worth a combined $532M — up 3.4% from $515M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new UEIC positions and 4 closed out — a net gain of 9 holders — while 55 added to existing stakes and 42 trimmed.

The largest buyer was G2 Investment Partners Management, opening a new position worth an estimated $6.26M. The largest seller was Artisan Partners, cutting an estimated $7.93M.

  • 129 institutional investors held Universal Electronics (UEIC) as of Q1 2014, up from 120 in Q4 2013.
  • Funds reported $532M of Universal Electronics stock for Q1 2014, up 3.4% quarter-over-quarter.
  • 13 funds opened new Universal Electronics positions in Q1 2014 and 4 closed out, a net change of +9 holders.
  • The largest Universal Electronics buyer in Q1 2014 was G2 Investment Partners Management, an estimated $6.26M added.
  • The largest Universal Electronics seller in Q1 2014 was Artisan Partners, an estimated $7.93M sold.

Based on aggregated 13F filings for Q1 2014.