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United Fire Group
UFCS

145 hedge funds and large institutions have $656M invested in United Fire Group in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0% more funds holding

Funds holding: 145 → 145 (0)

3% less capital invested

Capital invested by funds: $680M → $656M (-$23.5M)

5% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 55

Holders
145
Holders Change
–
Holders Change %
0%
% of All Funds
3.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
52
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$6.28M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$5.93M
3
Norges Bank
Norges Bank
Norway
+$1.94M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$1.16M
5
PAM
Panagora Asset Management
Massachusetts
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$14M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$4.33M
3
EARNEST Partners
EARNEST Partners
Georgia
-$3.46M
4
MCM
McKinley Capital Management
Alaska
-$3.02M
5
SFM
Systematic Financial Management
New Jersey
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$4.22M +$41.7K +980 +1%
Morgan Stanley
27
Morgan Stanley
New York
$4.1M +$733K +17,211 +22%
GLA
28
Great Lakes Advisors
Illinois
$4.07M -$121K -2,842 -3%
BGIM
29
Brandywine Global Investment Management
Pennsylvania
$3.77M +$29.9K +701 +0.8%
JP Morgan Chase
30
JP Morgan Chase
New York
$3.51M +$196K +4,609 +6%
IGIM
31
I.G. Investment Management
Manitoba, Canada
$3.38M -$2.29M -53,800 -40%
Charles Schwab
32
Charles Schwab
California
$3.17M -$90.8K -2,132 -3%
Deutsche Bank
33
Deutsche Bank
Germany
$3.03M +$114K +2,674 +4%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$2.97M -$179K -4,200 -6%
MAM
35
Martingale Asset Management
Massachusetts
$2.91M +$877K +20,603 +43%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$2.79M -$278K -6,539 -9%
QI
37
QS Investors
New York
$2.59M – – –
PPA
38
Parametric Portfolio Associates
Washington
$2.54M -$167K -3,917 -6%
US Bancorp
39
US Bancorp
Minnesota
$2.5M -$86.8K -2,039 -3%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$2.47M -$8.52K -200 -0.3%
NFA
41
Nationwide Fund Advisors
Ohio
$2.15M -$336K -7,900 -13%
MCM
42
Matarin Capital Management
New York
$2.13M -$90.2K -2,117 -4%
LSV Asset Management
43
LSV Asset Management
Illinois
$2.08M -$967K -22,714 -32%
Goldman Sachs
44
Goldman Sachs
New York
$2.02M +$1.04M +24,523 +105%
Bank of America
45
Bank of America
North Carolina
$1.95M +$27.6K +648 +1%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.93M +$17K +400 +0.9%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.8M -$383K -8,986 -17%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$1.75M -$387K -9,077 -18%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.74M -$4.17K -98 -0.2%
EA
50
Emerald Acquisition
Washington
$1.52M -$901K -21,167 -37%
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UFCS Hedge Fund Activity: Q3 2016 in Review

145 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q3 2016, worth a combined $656M — down 3.5% from $680M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UFCS positions and 10 closed out — a net gain of 1 holder — while 52 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $6.28M. The largest seller was Macquarie Group, cutting an estimated $14M.

  • 145 institutional investors held United Fire Group (UFCS) as of Q3 2016, unchanged from Q2 2016.
  • Funds reported $656M of United Fire Group stock for Q3 2016, down 3.5% quarter-over-quarter.
  • 11 funds opened new United Fire Group positions in Q3 2016 and 10 closed out, a net change of +1 holder.
  • The largest United Fire Group buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $6.28M added.
  • The largest United Fire Group seller in Q3 2016 was Macquarie Group, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2016.