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United Fire Group
UFCS

125 hedge funds and large institutions have $430M invested in United Fire Group in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $397M → $430M (+$32.5M)

1% more funds holding

Funds holding: 124 → 125 (+1)

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
43
Reduced
51
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EARNEST Partners
EARNEST Partners
Georgia
+$61.8M
2
FIM
Foresters Investment Management
New York
+$2.94M
3
IG
ING Group
Netherlands
+$2.35M
4
MC
Menta Capital
California
+$1.78M
5
QBFM
QS Batterymarch Financial Management
New York
+$1.35M

Top Sellers

1
RFC
Russell Frank Company
Washington
-$2.95M
2
CA
Commerzbank Aktiengesellschaft
Germany
-$2.56M
3
American Century Companies
American Century Companies
Missouri
-$1.48M
4
Ameriprise
Ameriprise
Minnesota
-$1.46M
5
Invesco
Invesco
Georgia
-$968K
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$2.54M -$310K -10,389 -11%
KBC Group
27
KBC Group
Belgium
$2.47M -$218K -7,295 -8%
BIM
28
BlackRock Investment Management
Delaware
$2.29M -$49.2K -1,646 -2%
GC
29
Guggenheim Capital
Illinois
$2.27M +$347K +11,631 +17%
IG
30
ING Group
Netherlands
$2.25M +$2.35M +78,561 New
Invesco
31
Invesco
Georgia
$2.07M -$968K -32,416 -31%
Macquarie Group
32
Macquarie Group
Australia
$1.95M +$194K +6,500 +11%
QBFM
33
QS Batterymarch Financial Management
New York
$1.84M +$1.35M +45,220 +237%
Prudential Financial
34
Prudential Financial
New Jersey
$1.78M -$64.8K -2,170 -3%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$1.76M +$375K +12,561 +26%
FC
36
FCA Corp
Texas
$1.76M -$37.2K -1,246 -2%
MC
37
Menta Capital
California
$1.71M +$1.78M +59,536 New
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$1.67M -$102K -3,430 -6%
PPA
39
Parametric Portfolio Associates
Washington
$1.63M -$84.2K -2,817 -5%
US Bancorp
40
US Bancorp
Minnesota
$1.57M -$1.49K -50 -0.1%
New York State Teachers Retirement System (NYSTRS)
41
New York State Teachers Retirement System (NYSTRS)
New York
$1.55M -$26.9K -900 -2%
Charles Schwab
42
Charles Schwab
California
$1.55M +$61.6K +2,062 +4%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.51M +$23.9K +800 +2%
DCM
44
Dupont Capital Management
Delaware
$1.5M -$395K -13,208 -20%
BG
45
BlackRock Group
United Kingdom
$1.41M -$143K -4,779 -9%
MAM
46
Martingale Asset Management
Massachusetts
$1.39M +$233K +7,801 +19%
First Trust Advisors
47
First Trust Advisors
Illinois
$1.36M -$570K -19,080 -29%
NFA
48
Nationwide Fund Advisors
Ohio
$1.24M +$5.08K +170 +0.4%
Deutsche Bank
49
Deutsche Bank
Germany
$1.23M -$654K -21,900 -34%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.21M – – –
1
2
3 4 5

UFCS Hedge Fund Activity: Q4 2013 in Review

125 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q4 2013, worth a combined $430M — up 8.2% from $397M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UFCS positions and 12 closed out — a net gain of 2 holders — while 43 added to existing stakes and 51 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $61.8M. The largest seller was Russell Frank Company, cutting an estimated $2.95M.

  • 125 institutional investors held United Fire Group (UFCS) as of Q4 2013, up from 124 in Q3 2013.
  • Funds reported $430M of United Fire Group stock for Q4 2013, up 8.2% quarter-over-quarter.
  • 14 funds opened new United Fire Group positions in Q4 2013 and 12 closed out, a net change of +2 holders.
  • The largest United Fire Group buyer in Q4 2013 was EARNEST Partners, an estimated $61.8M added.
  • The largest United Fire Group seller in Q4 2013 was Russell Frank Company, an estimated $2.95M sold.

Based on aggregated 13F filings for Q4 2013.