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Universal Electronics

165 hedge funds and large institutions have $723M invested in Universal Electronics in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

6% more funds holding

Funds holding: 156165 (+9)

2% more capital invested

Capital invested by funds: $708M → $723M (+$15M)

0.84% less ownership

Funds ownership: 100.16%99.31% (-0.84%)

6% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 54

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
3.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
51
Reduced
54
Closed
9
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
-$712K
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1
Eagle Asset Management
Florida
$115M -$3.49M -65,088 -3%
BlackRock
2
BlackRock
New York
$111M +$692K +12,921 +0.6%
CTA
3
Carillon Tower Advisers
Florida
$78.5M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$50.5M -$401K -7,489 -0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$46M -$266K -4,955 -0.6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$22.9M -$3.49M -65,040 -13%
State Street
7
State Street
Massachusetts
$21.1M -$55.8K -1,041 -0.3%
ICOM
8
Investment Counselors of Maryland
Maryland
$20.8M +$371K +6,919 +2%
FCM
9
Frontier Capital Management
Massachusetts
$16.3M -$1.73M -32,330 -9%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M +$450K +8,404 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$10.3M +$387K +7,226 +4%
Northern Trust
12
Northern Trust
Illinois
$9.75M -$327K -6,102 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.22M -$670K -12,497 -7%
Goldman Sachs
14
Goldman Sachs
New York
$8.37M +$1.01M +18,774 +13%
Charles Schwab
15
Charles Schwab
California
$8.15M +$12.5K +234 +0.2%
Renaissance Technologies
16
Renaissance Technologies
New York
$8.11M +$2.3M +42,900 +38%
PAM
17
Panagora Asset Management
Massachusetts
$8.04M +$1.28M +23,946 +18%
WC
18
Walthausen & Co
New York
$6.97M -$464K -8,650 -6%
N
19
Nuveen
North Carolina
$6.93M -$403K -7,518 -5%
SBH
20
Segall Bryant & Hamill
Illinois
$6.82M +$1.25M +23,320 +22%
PRCP
21
Pacific Ridge Capital Partners
Oregon
$6.5M +$396K +7,396 +6%
Millennium Management
22
Millennium Management
New York
$6.3M +$834K +15,561 +15%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.75M +$30.5K +569 +0.5%
Citadel Advisors
24
Citadel Advisors
Florida
$5.37M -$188K -3,511 -3%
AQR Capital Management
25
AQR Capital Management
Connecticut
$5.11M -$1.04M -19,499 -17%

UEIC Hedge Fund Activity: Q4 2019 in Review

165 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q4 2019, worth a combined $723M — up 2.1% from $708M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UEIC positions and 9 closed out — a net gain of 14 holders — while 51 added to existing stakes and 54 trimmed.

The largest buyer was G2 Investment Partners Management, opening a new position worth an estimated $2.32M. The largest seller was Eagle Asset Management, cutting an estimated $3.49M.

  • 165 institutional investors held Universal Electronics (UEIC) as of Q4 2019, up from 156 in Q3 2019.
  • Funds reported $723M of Universal Electronics stock for Q4 2019, up 2.1% quarter-over-quarter.
  • 23 funds opened new Universal Electronics positions in Q4 2019 and 9 closed out, a net change of +14 holders.
  • The largest Universal Electronics buyer in Q4 2019 was G2 Investment Partners Management, an estimated $2.32M added.
  • The largest Universal Electronics seller in Q4 2019 was Eagle Asset Management, an estimated $3.49M sold.

Based on aggregated 13F filings for Q4 2019.