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Universal Electronics

137 hedge funds and large institutions have $918M invested in Universal Electronics in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $860M → $918M (+$58M)

1.7% more ownership

Funds ownership: 91.46%93.17% (+1.7%)

4% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

5% less funds holding

Funds holding: 144137 (-7)

54% less call options, than puts

Call options by funds: $1.45M | Put options by funds: $3.15M

Holders
137
Holders Change
-7
Holders Change %
-4.86%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
51
Reduced
49
Closed
12
Calls
$1.45M
Puts
$3.15M
Net Calls
-$1.7M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1
Eagle Asset Management
Florida
$187M -$1.26M -19,154 -0.7%
BlackRock
2
BlackRock
New York
$117M +$113M +1,704,168 +151,751%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$95.7M +$3.19M +48,277 +4%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$91.2M +$2.48M +37,494 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$49.5M +$2.53M +38,395 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$40.6M -$2.87M -43,472 -7%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$28.7M +$6.19M +93,799 +29%
WSC
8
Wellington Shields & Co
New York
$24.6M
State Street
9
State Street
Massachusetts
$22.7M +$1.25M +18,863 +6%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$22.5M +$101K +1,525 +0.5%
Northern Trust
11
Northern Trust
Illinois
$17.2M +$195K +2,955 +1%
FCM
12
Frontier Capital Management
Massachusetts
$14.3M +$2.05M +31,109 +17%
KCM
13
Kennedy Capital Management
Missouri
$13.5M +$5.32M +80,546 +69%
GIP
14
Granite Investment Partners
California
$12.8M +$1.11M +16,846 +10%
NIMC
15
NWQ Investment Management Company
California
$12.6M -$5.17M -78,367 -30%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12.4M +$187K +2,825 +2%
Bank of America
17
Bank of America
North Carolina
$12.2M +$53.8K +815 +0.5%
Wells Fargo
18
Wells Fargo
California
$11.9M +$2.83M +42,878 +33%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$8.04M +$422K +6,390 +6%
TAM
20
THB Asset Management
Connecticut
$7.99M +$900K +13,625 +13%
Principal Financial Group
21
Principal Financial Group
Iowa
$7.88M +$207K +3,141 +3%
CAM
22
Cortina Asset Management
Wisconsin
$7.83M -$1.04M -15,755 -12%
Ameriprise
23
Ameriprise
Minnesota
$6.52M +$740K +11,210 +13%
CS
24
Credit Suisse
Switzerland
$4.18M -$578K -8,753 -13%
SBH
25
Segall Bryant & Hamill
Illinois
$4.05M +$518K +7,843 +15%

UEIC Hedge Fund Activity: Q1 2017 in Review

137 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q1 2017, worth a combined $918M — up 6.7% from $860M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of UEIC and 11 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 51 added.

The largest buyer was BlackRock, adding an estimated $113M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $11.5M sold.

  • 137 institutional investors held Universal Electronics (UEIC) as of Q1 2017, down from 144 in Q4 2016.
  • Funds reported $918M of Universal Electronics stock for Q1 2017, up 6.7% quarter-over-quarter.
  • 11 funds opened new Universal Electronics positions in Q1 2017 and 12 closed out, a net change of -1 holder.
  • The largest Universal Electronics buyer in Q1 2017 was BlackRock, an estimated $113M added.
  • The largest Universal Electronics seller in Q1 2017 was Loomis, Sayles & Company, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2017.