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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
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$1.54M -$23.3K -498 -1%
RJA
52
Raymond James & Associates
Florida
$1.5M – – –
AllianceBernstein
53
AllianceBernstein
Tennessee
$1.46M – – –
US Bancorp
54
US Bancorp
Minnesota
$1.41M -$107K -2,295 -7%
BC
55
Brinker Capital
Pennsylvania
$1.26M -$41.8K -893 -3%
Bessemer Group
56
Bessemer Group
New Jersey
$1.24M -$468K -10,000 -27%
Canada Life
57
Canada Life
Manitoba, Canada
$1.22M -$74.8K -1,600 -6%
OAM
58
Oppenheimer Asset Management
New York
$1.2M – – –
RA
59
Royce & Associates
New York
$1.2M -$43.6K -932 -3%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$1.15M -$94K -2,010 -7%
SAM
61
Shell Asset Management
Netherlands
$1.09M – – –
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$1.04M -$656K -14,030 -38%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$940K – – –
Russell Investments Group
64
Russell Investments Group
United Kingdom
$926K -$202K -4,315 -18%
First Trust Advisors
65
First Trust Advisors
Illinois
$911K +$70.1K +1,499 +8%
GC
66
Guggenheim Capital
Illinois
$907K -$524K -11,196 -36%
Los Angeles Capital Management
67
Los Angeles Capital Management
California
$904K -$40.2K -859 -4%
Citadel Advisors
68
Citadel Advisors
Florida
$867K -$79.1K -1,692 -8%
CS
69
Credit Suisse
Switzerland
$860K -$521K -11,134 -37%
Millennium Management
70
Millennium Management
New York
$827K +$169K +3,604 +25%
AIG
71
American International Group
New York
$776K +$2.48K +53 +0.3%
PMAM
72
Picton Mahoney Asset Management
Ontario, Canada
$771K +$790K +16,900 New
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$769K -$86K -1,838 -10%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$744K +$10.2K +219 +1%
O
75
OppenheimerFunds
New York
$701K -$194K -4,146 -21%
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.