We are live on ! Find out more
UFCS icon

United Fire Group

150 hedge funds and large institutions have $854M invested in United Fire Group in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

15% more capital invested

Capital invested by funds: $741M → $854M (+$113M)

0.7% more ownership

Funds ownership: 62.15%62.85% (+0.7%)

3% less funds holding

Funds holding: 154150 (-4)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

28% less call options, than puts

Call options by funds: $932K | Put options by funds: $1.3M

Holders
150
Holders Change
-4
Holders Change %
-2.6%
% of All Funds
3.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
56
Reduced
48
Closed
19
Calls
$932K
Puts
$1.3M
Net Calls
-$365K
Net Calls Change
-$542K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$5.79M +$8.26K +159 +0.2%
Rafferty Asset Management
27
Rafferty Asset Management
New York
$5.23M +$4.98M +95,885 New
JP Morgan Chase
28
JP Morgan Chase
New York
$5.08M +$444K +8,549 +10%
AQR Capital Management
29
AQR Capital Management
Connecticut
$4.3M +$128K +2,458 +3%
MAM
30
Martingale Asset Management
Massachusetts
$4.17M
Goldman Sachs
31
Goldman Sachs
New York
$3.83M -$3.54M -68,102 -49%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$3.75M +$177K +3,410 +5%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$3.19M -$244K -4,693 -7%
Morgan Stanley
34
Morgan Stanley
New York
$3M -$761K -14,649 -21%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$2.89M +$18.6K +358 +0.7%
PPA
36
Parametric Portfolio Associates
Washington
$2.8M +$174K +3,346 +7%
New York State Teachers Retirement System (NYSTRS)
37
New York State Teachers Retirement System (NYSTRS)
New York
$2.72M
QI
38
QS Investors
New York
$2.51M
IA
39
IndexIQ Advisors
New York
$2.49M +$179K +3,444 +8%
Legal & General Group
40
Legal & General Group
United Kingdom
$2.47M -$7.79K -150 -0.3%
Prudential Financial
41
Prudential Financial
New Jersey
$2.35M +$352K +6,770 +19%
TA
42
Teachers Advisors
New York
$2.21M +$77K +1,482 +4%
PI
43
PineBridge Investments
New York
$2.19M -$585K -11,261 -22%
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.02M
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$2M -$44.1K -849 -2%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$1.95M -$122K -2,349 -6%
PP
47
Prospector Partners
Connecticut
$1.91M +$244K +4,700 +16%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$1.89M -$571K -11,000 -24%
JIM
49
Jupiter Investment Management
United Kingdom
$1.88M -$2.49M -47,893 -58%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$1.88M +$47.2K +909 +3%

UFCS Hedge Fund Activity: Q2 2018 in Review

150 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q2 2018, worth a combined $854M — up 15% from $741M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UFCS and 16 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 56 added.

The largest buyer was Invesco, adding an estimated $10.7M. The largest seller was Millennium Management, exiting entirely with an estimated $9.47M sold.

  • 150 institutional investors held United Fire Group (UFCS) as of Q2 2018, down from 154 in Q1 2018.
  • Funds reported $854M of United Fire Group stock for Q2 2018, up 15% quarter-over-quarter.
  • 16 funds opened new United Fire Group positions in Q2 2018 and 19 closed out, a net change of -3 holders.
  • The largest United Fire Group buyer in Q2 2018 was Invesco, an estimated $10.7M added.
  • The largest United Fire Group seller in Q2 2018 was Millennium Management, an estimated $9.47M sold.

Based on aggregated 13F filings for Q2 2018.