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Universal Electronics

80 hedge funds and large institutions have $76.1M invested in Universal Electronics in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $75.8M → $76.1M (+$299K)

2.3% less ownership

Funds ownership: 64.85%62.55% (-2.3%)

8% less funds holding

Funds holding: 8780 (-7)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

97% less call options, than puts

Call options by funds: $8K | Put options by funds: $238K

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
30
Reduced
37
Closed
12
Calls
$8K
Puts
$238K
Net Calls
-$230K
Net Calls Change
+$453K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.62M -$35.9K -4,389 -0.6%
Ameriprise
2
Ameriprise
Minnesota
$5.51M -$690K -84,398 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.14M +$27.8K +3,400 +0.6%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$4.99M -$95.7K -11,712 -2%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$4.3M +$124K +15,169 +3%
AE
6
AMH Equity
New York
$3.76M +$850K +104,000 +35%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$3.57M +$410K +50,117 +15%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.56M -$201K -24,595 -6%
BlackRock
9
BlackRock
New York
$3.15M -$44.1K -5,401 -2%
AA
10
Ancora Advisors
Ohio
$2.36M +$715K +87,533 +53%
Walleye Capital
11
Walleye Capital
New York
$2.35M -$234K -28,682 -10%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$2.07M +$12.7K +1,552 +0.7%
First Eagle Investment Management
13
First Eagle Investment Management
New York
$1.84M +$338K +41,352 +27%
Renaissance Technologies
14
Renaissance Technologies
New York
$1.79M +$296K +36,200 +24%
Morgan Stanley
15
Morgan Stanley
New York
$1.71M +$778K +95,195 +109%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$1.7M -$484K -59,196 -25%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$1.53M -$44.9K -5,500 -3%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$1.44M +$614K +75,188 +96%
GCP
19
GSA Capital Partners
United Kingdom
$1.4M +$214K +26,151 +21%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.25M +$58.1K +7,105 +6%
American Century Companies
21
American Century Companies
Missouri
$1.25M -$229 -28 -0%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$1.09M
Millennium Management
23
Millennium Management
New York
$1.01M -$1.14M -139,608 -57%
Two Sigma Investments
24
Two Sigma Investments
New York
$1,000K -$138K -16,900 -14%
SBH
25
Segall Bryant & Hamill
Illinois
$838K -$570K -69,734 -44%

UEIC Hedge Fund Activity: Q4 2023 in Review

80 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Universal Electronics (UEIC) for Q4 2023, worth a combined $76.1M — up 0.39% from $75.8M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of UEIC and 5 opened new positions — a net loss of 7 holders — while 37 trimmed existing stakes and 30 added.

The largest buyer was AMH Equity, adding an estimated $850K. The largest seller was State Street, cutting an estimated $1.47M.

  • 80 institutional investors held Universal Electronics (UEIC) as of Q4 2023, down from 87 in Q3 2023.
  • Funds reported $76.1M of Universal Electronics stock for Q4 2023, up 0.39% quarter-over-quarter.
  • 5 funds opened new Universal Electronics positions in Q4 2023 and 12 closed out, a net change of -7 holders.
  • The largest Universal Electronics buyer in Q4 2023 was AMH Equity, an estimated $850K added.
  • The largest Universal Electronics seller in Q4 2023 was State Street, an estimated $1.47M sold.

Based on aggregated 13F filings for Q4 2023.