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United Fire Group
UFCS

136 hedge funds and large institutions have $323M invested in United Fire Group in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

13% more funds holding

Funds holding: 120 → 136 (+16)

1.25% more ownership

Funds ownership: 62.22% → 63.46% (+1.2%)

4% more capital invested

Capital invested by funds: $311M → $323M (+$12.2M)

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

0% more call options, than puts

Call options by funds: $2K | Put options by funds: $2K

Holders
136
Holders Change
+16
Holders Change %
+13.33%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
48
Reduced
48
Closed
7
Calls
$2K
Puts
$2K
Net Calls
–
Net Calls Change
+$45K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.36M
2
BlackRock
BlackRock
New York
+$4.2M
3
Citigroup
Citigroup
New York
+$655K
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$583K
5
Charles Schwab
Charles Schwab
California
+$552K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$3.35M
2
American Century Companies
American Century Companies
Missouri
-$2.25M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.53M
4
EARNEST Partners
EARNEST Partners
Georgia
-$1.48M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$593K
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$1.4M -$24K -1,184 -2%
Two Sigma Investments
27
Two Sigma Investments
New York
$1.31M +$353K +17,406 +37%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$1.29M +$207K +10,200 +19%
N
29
Nuveen
North Carolina
$1.18M +$8.56K +422 +0.7%
EF
30
Empowered Funds
Pennsylvania
$1.16M +$105K +5,184 +10%
Legal & General Group
31
Legal & General Group
United Kingdom
$1.16M +$22.7K +1,119 +2%
AQR Capital Management
32
AQR Capital Management
Connecticut
$1.1M -$355K -17,527 -24%
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$1.03M +$43.1K +2,125 +4%
GCP
34
GSA Capital Partners
United Kingdom
$997K +$294K +14,493 +41%
JP Morgan Chase
35
JP Morgan Chase
New York
$910K +$324K +15,966 +55%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$886K +$362K +17,846 +68%
MWM
37
Merriman Wealth Management
Washington
$872K – – –
New York State Teachers Retirement System (NYSTRS)
38
New York State Teachers Retirement System (NYSTRS)
New York
$859K -$33.4K -1,647 -4%
Swiss National Bank
39
Swiss National Bank
Switzerland
$851K -$99.4K -4,900 -10%
Citigroup
40
Citigroup
New York
$833K +$655K +32,303 +355%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$824K +$68.9K +3,400 +9%
Barclays
42
Barclays
United Kingdom
$806K +$519K +25,592 +177%
CSS
43
Cubist Systematic Strategies
Connecticut
$717K +$113K +5,569 +19%
RJA
44
Raymond James & Associates
Florida
$670K – – –
Renaissance Technologies
45
Renaissance Technologies
New York
$609K +$193K +9,500 +46%
ETC
46
Exchange Traded Concepts
Oklahoma
$580K – – –
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$578K +$583K +28,735 New
American Century Companies
48
American Century Companies
Missouri
$567K -$2.25M -110,812 -80%
MAM
49
Martingale Asset Management
Massachusetts
$560K -$8.37K -413 -1%
UBS Group
50
UBS Group
Switzerland
$517K +$239K +11,782 +85%
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UFCS Hedge Fund Activity: Q4 2023 in Review

136 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q4 2023, worth a combined $323M — up 3.9% from $311M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UFCS positions and 7 closed out — a net gain of 16 holders — while 48 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.36M. The largest seller was Invesco, cutting an estimated $3.35M.

  • 136 institutional investors held United Fire Group (UFCS) as of Q4 2023, up from 120 in Q3 2023.
  • Funds reported $323M of United Fire Group stock for Q4 2023, up 3.9% quarter-over-quarter.
  • 23 funds opened new United Fire Group positions in Q4 2023 and 7 closed out, a net change of +16 holders.
  • The largest United Fire Group buyer in Q4 2023 was Morgan Stanley, an estimated $5.36M added.
  • The largest United Fire Group seller in Q4 2023 was Invesco, an estimated $3.35M sold.

Based on aggregated 13F filings for Q4 2023.