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United Fire Group

145 hedge funds and large institutions have $804M invested in United Fire Group in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 43

0.38% more ownership

Funds ownership: 62.85%63.23% (+0.38%)

3% less funds holding

Funds holding: 150145 (-5)

6% less capital invested

Capital invested by funds: $854M → $804M (-$50.3M)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

57% less call options, than puts

Call options by funds: $456K | Put options by funds: $1.06M

Holders
145
Holders Change
-5
Holders Change %
-3.33%
% of All Funds
3.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
58
Reduced
43
Closed
18
Calls
$456K
Puts
$1.06M
Net Calls
-$604K
Net Calls Change
-$239K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$4.15M -$1.79M -33,481 -29%
AQR Capital Management
27
AQR Capital Management
Connecticut
$4.14M +$139K +2,607 +3%
JP Morgan Chase
28
JP Morgan Chase
New York
$3.73M -$1.06M -19,779 -21%
TCIM
29
TIAA CREF Investment Management
New York
$3.56M -$2.19M -40,990 -37%
PP
30
Prospector Partners
Connecticut
$3.39M +$1.69M +31,700 +91%
MAM
31
Martingale Asset Management
Massachusetts
$3.36M -$550K -10,303 -13%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$3.35M -$146K -2,739 -4%
Goldman Sachs
33
Goldman Sachs
New York
$3.11M -$480K -8,985 -13%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$2.99M +$12.3K +230 +0.4%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$2.69M -$5.98K -112 -0.2%
PPA
36
Parametric Portfolio Associates
Washington
$2.64M +$35K +656 +1%
IA
37
IndexIQ Advisors
New York
$2.54M +$227K +4,252 +9%
New York State Teachers Retirement System (NYSTRS)
38
New York State Teachers Retirement System (NYSTRS)
New York
$2.53M
Legal & General Group
39
Legal & General Group
United Kingdom
$2.47M +$170K +3,188 +7%
TA
40
Teachers Advisors
New York
$2.13M +$72.6K +1,361 +3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.89M +$35.4K +663 +2%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.88M
Man Group
43
Man Group
United Kingdom
$1.83M +$1.32M +24,814 +223%
Prudential Financial
44
Prudential Financial
New Jersey
$1.82M -$391K -7,331 -17%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$1.79M -$33.3K -624 -2%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$1.76M +$16K +300 +0.9%
Assenagon Asset Management
47
Assenagon Asset Management
Luxembourg
$1.71M +$1.8M +33,727 New
PI
48
PineBridge Investments
New York
$1.7M -$361K -6,758 -17%
RJA
49
Raymond James & Associates
Florida
$1.66M -$19.9K -372 -1%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.63M -$3.58K -67 -0.2%

UFCS Hedge Fund Activity: Q3 2018 in Review

145 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q3 2018, worth a combined $804M — down 5.9% from $854M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of UFCS and 14 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 58 added.

The largest buyer was Victory Capital Management, adding an estimated $5.84M. The largest seller was Rafferty Asset Management, exiting entirely with an estimated $5.23M sold.

  • 145 institutional investors held United Fire Group (UFCS) as of Q3 2018, down from 150 in Q2 2018.
  • Funds reported $804M of United Fire Group stock for Q3 2018, down 5.9% quarter-over-quarter.
  • 14 funds opened new United Fire Group positions in Q3 2018 and 18 closed out, a net change of -4 holders.
  • The largest United Fire Group buyer in Q3 2018 was Victory Capital Management, an estimated $5.84M added.
  • The largest United Fire Group seller in Q3 2018 was Rafferty Asset Management, an estimated $5.23M sold.

Based on aggregated 13F filings for Q3 2018.