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United Fire Group
UFCS

127 hedge funds and large institutions have $518M invested in United Fire Group in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

0.5% less ownership

Funds ownership: 63.92% → 63.42% (-0.5%)

13% less funds holding

Funds holding: 146 → 127 (-19)

26% less capital invested

Capital invested by funds: $700M → $518M (-$182M)

73% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 22

Holders
127
Holders Change
-19
Holders Change %
-13.01%
% of All Funds
2.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
50
Reduced
40
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.92M
2
State Street
State Street
Massachusetts
+$1.84M
3
EARNEST Partners
EARNEST Partners
Georgia
+$1.59M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.49M
5
Goldman Sachs
Goldman Sachs
New York
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
SFM
Systematic Financial Management
New Jersey
-$6.65M
2
Morgan Stanley
Morgan Stanley
New York
-$2M
3
BlackRock
BlackRock
New York
-$1.11M
4
Squarepoint
Squarepoint
New York
-$919K
5
BCM
Bridgeway Capital Management
Texas
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$2.54M +$1.01M +24,991 +47%
Invesco
27
Invesco
Georgia
$2.4M +$139K +3,417 +5%
Bessemer Group
28
Bessemer Group
New Jersey
$2.34M +$466K +11,495 +19%
Legal & General Group
29
Legal & General Group
United Kingdom
$2.16M +$227K +5,594 +9%
Morgan Stanley
30
Morgan Stanley
New York
$1.95M -$2M -49,333 -45%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$1.64M -$139K -3,422 -6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.63M +$233K +5,754 +13%
New York State Teachers Retirement System (NYSTRS)
33
New York State Teachers Retirement System (NYSTRS)
New York
$1.63M – – –
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$1.57M -$158K -3,900 -8%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.55M – – –
Swiss National Bank
36
Swiss National Bank
Switzerland
$1.34M – – –
PPA
37
Parametric Portfolio Associates
Washington
$1.33M -$110K -2,718 -6%
Prudential Financial
38
Prudential Financial
New Jersey
$1.11M +$17.1K +421 +1%
RJA
39
Raymond James & Associates
Florida
$1.07M – – –
AllianceBernstein
40
AllianceBernstein
Tennessee
$1.05M +$2.03K +50 +0.2%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$1.04M -$5.56K -137 -0.4%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$912K -$56K -1,379 -5%
Canada Life
43
Canada Life
Manitoba, Canada
$910K +$69.7K +1,718 +6%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$829K -$242K -5,961 -19%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$783K +$33K +813 +4%
JP Morgan Chase
46
JP Morgan Chase
New York
$768K +$676K +16,672 +242%
Ensign Peak Advisors
47
Ensign Peak Advisors
Utah
$710K +$85.2K +2,100 +11%
6M
48
6 Meridian
Kansas
$698K +$130K +3,196 +18%
OAM
49
Oppenheimer Asset Management
New York
$681K -$25.8K -637 -3%
SOADOR
50
State of Alaska Department of Revenue
Alaska
$643K +$149K +3,675 +23%
1
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3 4 5

UFCS Hedge Fund Activity: Q1 2020 in Review

127 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q1 2020, worth a combined $518M — down 26% from $700M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of UFCS and 6 opened new positions — a net loss of 16 holders — while 40 trimmed existing stakes and 50 added.

The largest buyer was Vanguard Group, adding an estimated $1.92M. The largest seller was Systematic Financial Management, cutting an estimated $6.65M.

  • 127 institutional investors held United Fire Group (UFCS) as of Q1 2020, down from 146 in Q4 2019.
  • Funds reported $518M of United Fire Group stock for Q1 2020, down 26% quarter-over-quarter.
  • 6 funds opened new United Fire Group positions in Q1 2020 and 22 closed out, a net change of -16 holders.
  • The largest United Fire Group buyer in Q1 2020 was Vanguard Group, an estimated $1.92M added.
  • The largest United Fire Group seller in Q1 2020 was Systematic Financial Management, an estimated $6.65M sold.

Based on aggregated 13F filings for Q1 2020.