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Universal Electronics

136 hedge funds and large institutions have $778M invested in Universal Electronics in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $718K | Put options by funds: $260K

84% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 32

22% more capital invested

Capital invested by funds: $638M → $778M (+$140M)

1.5% more ownership

Funds ownership: 104.91%106.41% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 138136 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
136
Holders Change
-2
Holders Change %
-1.45%
% of All Funds
3.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
59
Reduced
32
Closed
13
Calls
$718K
Puts
$260K
Net Calls
+$458K
Net Calls Change
+$850K
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1
Eagle Asset Management
Florida
$130M -$1.22M -25,182 -1%
BlackRock
2
BlackRock
New York
$94.5M +$1.33M +27,297 +2%
William Blair Investment Management
3
William Blair Investment Management
Illinois
$93.7M +$3.94M +80,955 +5%
CTA
4
Carillon Tower Advisers
Florida
$75.2M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$50.6M -$16M -328,535 -25%
Vanguard Group
6
Vanguard Group
Pennsylvania
$40.7M +$146K +3,005 +0.4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$36.8M +$3.01M +61,868 +10%
FCM
8
Frontier Capital Management
Massachusetts
$27.9M +$3.75M +77,100 +17%
VOYA Investment Management
9
VOYA Investment Management
Georgia
$27.3M -$569K -11,693 -2%
State Street
10
State Street
Massachusetts
$18.8M +$594K +12,224 +3%
GIP
11
Granite Investment Partners
California
$14.5M +$1.09M +22,488 +9%
KCM
12
Kennedy Capital Management
Missouri
$13.8M +$1.22M +25,062 +10%
Northern Trust
13
Northern Trust
Illinois
$12.9M -$359K -7,377 -3%
Bank of America
14
Bank of America
North Carolina
$10.9M +$4.83M +99,235 +90%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$9.69M +$260K +5,354 +3%
WSC
16
Wellington Shields & Co
New York
$9.45M -$535K -11,000 -6%
SBH
17
Segall Bryant & Hamill
Illinois
$7.21M -$1.06M -21,856 -14%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$7.05M +$152K +3,117 +2%
CAM
19
Cortina Asset Management
Wisconsin
$6.31M -$792K -16,282 -12%
Principal Financial Group
20
Principal Financial Group
Iowa
$5.71M +$126K +2,599 +2%
Goldman Sachs
21
Goldman Sachs
New York
$5.6M +$2.48M +50,957 +90%
Charles Schwab
22
Charles Schwab
California
$5.53M +$561K +11,542 +12%
CRC
23
Curi RMB Capital
Illinois
$4.25M +$485K +9,972 +14%
Ameriprise
24
Ameriprise
Minnesota
$3.99M +$150K +3,089 +4%
WSCM
25
Wellington Shields Capital Management
New York
$3.09M +$1.65M +34,000 +134%

UEIC Hedge Fund Activity: Q1 2018 in Review

136 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q1 2018, worth a combined $778M — up 22% from $638M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UEIC and 11 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 59 added.

The largest buyer was Bank of America, adding an estimated $4.83M. The largest seller was Royal Bank of Canada, cutting an estimated $16M.

  • 136 institutional investors held Universal Electronics (UEIC) as of Q1 2018, down from 138 in Q4 2017.
  • Funds reported $778M of Universal Electronics stock for Q1 2018, up 22% quarter-over-quarter.
  • 11 funds opened new Universal Electronics positions in Q1 2018 and 13 closed out, a net change of -2 holders.
  • The largest Universal Electronics buyer in Q1 2018 was Bank of America, an estimated $4.83M added.
  • The largest Universal Electronics seller in Q1 2018 was Royal Bank of Canada, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2018.