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Universal Electronics

142 hedge funds and large institutions have $683M invested in Universal Electronics in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $717M → $683M (-$34.5M)

3% less funds holding

Funds holding: 146142 (-4)

9.72% less ownership

Funds ownership: 99.44%89.72% (-9.7%)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

27% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 60

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $308K

Holders
142
Holders Change
-4
Holders Change %
-2.74%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
44
Reduced
60
Closed
17
Calls
Puts
$308K
Net Calls
-$308K
Net Calls Change
-$308K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$120M +$5.86M +101,535 +5%
EAM
2
Eagle Asset Management
Florida
$111M +$2.93M +50,727 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$47.1M -$61.8K -1,070 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$44M -$2.75M -47,656 -6%
ICOM
5
Investment Counselors of Maryland
Maryland
$35.9M +$4.24M +73,416 +13%
State Street
6
State Street
Massachusetts
$27.2M +$853K +14,770 +3%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.4M +$4.26M +73,872 +22%
Russell Investments Group
8
Russell Investments Group
United Kingdom
$21.5M -$2.64M -45,816 -10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$20.8M +$92.3K +1,599 +0.4%
PCM
10
Peregrine Capital Management
Minnesota
$17.2M -$644K -11,155 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$12.4M +$1.26M +21,844 +11%
FCM
12
Frontier Capital Management
Massachusetts
$11.4M -$949K -16,445 -7%
Northern Trust
13
Northern Trust
Illinois
$9.23M -$407K -7,043 -4%
JP Morgan Chase
14
JP Morgan Chase
New York
$9.11M +$990K +17,150 +12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.77M -$165K -2,855 -2%
SBH
16
Segall Bryant & Hamill
Illinois
$7.69M -$2.01M -34,893 -20%
KCM
17
Kennedy Capital Management
Missouri
$7.67M +$597K +10,346 +8%
Charles Schwab
18
Charles Schwab
California
$7.65M +$79.3K +1,374 +1%
PRCP
19
Pacific Ridge Capital Partners
Oregon
$7.39M +$527K +9,133 +7%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$6.99M -$2.57M -44,450 -26%
Renaissance Technologies
21
Renaissance Technologies
New York
$6M -$2.42M -41,900 -28%
PAM
22
Panagora Asset Management
Massachusetts
$5.99M +$159K +2,753 +3%
FP
23
Foundry Partners
Minnesota
$5.71M -$164K -2,840 -3%
Principal Financial Group
24
Principal Financial Group
Iowa
$5.53M +$43.5K +753 +0.8%
Bank of America
25
Bank of America
North Carolina
$5.09M +$860K +14,896 +19%

UEIC Hedge Fund Activity: Q1 2021 in Review

142 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q1 2021, worth a combined $683M — down 4.8% from $717M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UEIC and 15 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 44 added.

The largest buyer was BlackRock, adding an estimated $5.86M. The largest seller was Goldman Sachs, cutting an estimated $4.84M.

  • 142 institutional investors held Universal Electronics (UEIC) as of Q1 2021, down from 146 in Q4 2020.
  • Funds reported $683M of Universal Electronics stock for Q1 2021, down 4.8% quarter-over-quarter.
  • 15 funds opened new Universal Electronics positions in Q1 2021 and 17 closed out, a net change of -2 holders.
  • The largest Universal Electronics buyer in Q1 2021 was BlackRock, an estimated $5.86M added.
  • The largest Universal Electronics seller in Q1 2021 was Goldman Sachs, an estimated $4.84M sold.

Based on aggregated 13F filings for Q1 2021.