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United Fire Group
UFCS

147 hedge funds and large institutions have $704M invested in United Fire Group in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

5% more funds holding

Funds holding: 140 → 147 (+7)

1.64% more ownership

Funds ownership: 60.46% → 62.1% (+1.6%)

2% more capital invested

Capital invested by funds: $694M → $704M (+$10.8M)

10% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 50

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
45
Reduced
50
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AR
Advisory Research
Illinois
+$5.96M
2
PC
PhiloSmith Capital
Connecticut
+$3.89M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.83M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.57M
5
MCM
Matarin Capital Management
New York
+$2.37M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.2M
2
MWNA
Marshall Wace North America
New York
-$1.72M
3
GLA
Great Lakes Advisors
Illinois
-$1.67M
4
SFM
Systematic Financial Management
New Jersey
-$1.07M
5
NFA
Nationwide Fund Advisors
Ohio
-$964K
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$3.85M -$961K -20,555 -20%
MAM
27
Martingale Asset Management
Massachusetts
$3.61M -$430K -9,200 -10%
Goldman Sachs
28
Goldman Sachs
New York
$3.51M -$884K -18,914 -20%
Deutsche Bank
29
Deutsche Bank
Germany
$3.44M +$1.34M +28,688 +61%
BGIM
30
Brandywine Global Investment Management
Pennsylvania
$3.05M -$443K -9,465 -12%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$2.79M +$120K +2,562 +4%
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$2.75M +$2.83M +60,415 New
Morgan Stanley
33
Morgan Stanley
New York
$2.52M +$594K +12,701 +30%
PPA
34
Parametric Portfolio Associates
Washington
$2.46M -$333K -7,127 -12%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$2.38M +$303K +6,471 +14%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.33M -$168K -3,594 -7%
PI
37
PineBridge Investments
New York
$2.32M +$1.16M +24,862 +95%
MCM
38
Matarin Capital Management
New York
$2.31M +$2.37M +50,692 New
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$2.27M – – –
QI
40
QS Investors
New York
$2.23M -$165K -3,525 -7%
Comerica Bank
41
Comerica Bank
Texas
$2.14M +$1.22M +26,154 +116%
Legal & General Group
42
Legal & General Group
United Kingdom
$2.05M +$191K +4,091 +10%
GLA
43
Great Lakes Advisors
Illinois
$2.05M -$1.67M -35,733 -44%
TA
44
Teachers Advisors
New York
$1.78M +$38.4K +821 +2%
Prudential Financial
45
Prudential Financial
New Jersey
$1.75M +$100K +2,139 +6%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$1.75M -$776K -16,600 -30%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$1.63M -$288K -6,152 -15%
ASRS
48
Arizona State Retirement System
Arizona
$1.62M +$1.15M +24,520 +222%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.6M – – –
Hotchkis & Wiley Capital Management
50
Hotchkis & Wiley Capital Management
California
$1.54M +$1.58M +33,874 New
1
2
3 4 5

UFCS Hedge Fund Activity: Q4 2017 in Review

147 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q4 2017, worth a combined $704M — up 1.6% from $694M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UFCS positions and 14 closed out — a net gain of 8 holders — while 45 added to existing stakes and 50 trimmed.

The largest buyer was Advisory Research, opening a new position worth an estimated $5.96M. The largest seller was Bank of America, cutting an estimated $2.2M.

  • 147 institutional investors held United Fire Group (UFCS) as of Q4 2017, up from 140 in Q3 2017.
  • Funds reported $704M of United Fire Group stock for Q4 2017, up 1.6% quarter-over-quarter.
  • 22 funds opened new United Fire Group positions in Q4 2017 and 14 closed out, a net change of +8 holders.
  • The largest United Fire Group buyer in Q4 2017 was Advisory Research, an estimated $5.96M added.
  • The largest United Fire Group seller in Q4 2017 was Bank of America, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2017.