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Universal Electronics
UEIC

131 hedge funds and large institutions have $663M invested in Universal Electronics in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more call options, than puts

Call options by funds: $924K | Put options by funds: $246K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

22% more capital invested

Capital invested by funds: $542M → $663M (+$121M)

5% more funds holding

Funds holding: 125 → 131 (+6)

33% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 52

Holders
131
Holders Change
+6
Holders Change %
+4.8%
% of All Funds
3.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
35
Reduced
52
Closed
17
Calls
$924K
Puts
$246K
Net Calls
+$678K
Net Calls Change
+$1.82M

Top Buyers

1
EAM
Eagle Asset Management
Florida
+$11.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.85M
3
KCM
Kennedy Capital Management
Missouri
+$5.18M
4
FCM
Frontier Capital Management
Massachusetts
+$3.91M
5
DCM
Driehaus Capital Management
Illinois
+$3.13M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$7.47M
2
FMA
Fiduciary Management Associates
Illinois
-$6.67M
3
JP Morgan Chase
JP Morgan Chase
New York
-$5.06M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.25M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1
Eagle Asset Management
Florida
$144M +$11.7M +242,071 +9%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$98.7M -$1.94M -39,902 -2%
BFA
3
BlackRock Fund Advisors
California
$48.3M -$818K -16,864 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$36.4M +$668K +13,768 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$32.5M -$7.47M -153,954 -20%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$27.1M -$2.01M -41,470 -7%
BIT
7
BlackRock Institutional Trust
California
$19.6M -$946K -19,507 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$17.7M +$980K +20,200 +6%
WSC
9
Wellington Shields & Co
New York
$15.8M -$147K -3,034 -1%
State Street
10
State Street
Massachusetts
$15.3M -$138K -2,853 -0.9%
Northern Trust
11
Northern Trust
Illinois
$14.6M -$349K -7,195 -2%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$14.1M +$580K +11,955 +5%
SBH
13
Segall Bryant & Hamill
Illinois
$13.1M +$1.02M +21,068 +9%
TAM
14
THB Asset Management
Connecticut
$12.5M -$741K -15,266 -6%
CAM
15
Cortina Asset Management
Wisconsin
$9.02M +$1.05M +21,556 +14%
GIP
16
Granite Investment Partners
California
$8.12M -$194 -4 -0%
Bank of America
17
Bank of America
North Carolina
$6.97M -$396K -8,163 -6%
RFC
18
Russell Frank Company
Washington
$6.45M +$1.29M +26,598 +27%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$6.21M +$5.85M +120,583 +38,280%
KCM
20
Kennedy Capital Management
Missouri
$5.48M +$5.18M +106,693 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$5.34M -$63.7K -1,313 -1%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.9M -$4.41K -91 -0.1%
Wells Fargo
23
Wells Fargo
California
$4.86M +$618K +12,737 +16%
PAM
24
Panagora Asset Management
Massachusetts
$4.85M +$229K +4,714 +5%
PCM
25
Perritt Capital Management
Illinois
$4.66M – – –
1
2 3 4 5

UEIC Hedge Fund Activity: Q4 2015 in Review

131 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q4 2015, worth a combined $663M — up 22% from $542M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UEIC positions and 17 closed out — a net gain of 7 holders — while 35 added to existing stakes and 52 trimmed.

The largest buyer was Eagle Asset Management, adding an estimated $11.7M. The largest seller was Vanguard Group, cutting an estimated $7.47M.

  • 131 institutional investors held Universal Electronics (UEIC) as of Q4 2015, up from 125 in Q3 2015.
  • Funds reported $663M of Universal Electronics stock for Q4 2015, up 22% quarter-over-quarter.
  • 24 funds opened new Universal Electronics positions in Q4 2015 and 17 closed out, a net change of +7 holders.
  • The largest Universal Electronics buyer in Q4 2015 was Eagle Asset Management, an estimated $11.7M added.
  • The largest Universal Electronics seller in Q4 2015 was Vanguard Group, an estimated $7.47M sold.

Based on aggregated 13F filings for Q4 2015.