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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
RJA
51
Raymond James & Associates
Florida
$1.8M +$1.97K +38 +0.1%
AllianceBernstein
52
AllianceBernstein
Tennessee
$1.8M +$36.4K +700 +2%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.76M
ASRS
54
Arizona State Retirement System
Arizona
$1.68M -$135K -2,603 -8%
US Bancorp
55
US Bancorp
Minnesota
$1.67M -$50.5K -972 -3%
BC
56
Brinker Capital
Pennsylvania
$1.51M +$2.75K +53 +0.2%
Bessemer Group
57
Bessemer Group
New Jersey
$1.49M
Canada Life
58
Canada Life
Manitoba, Canada
$1.48M +$11.3K +218 +0.8%
OAM
59
Oppenheimer Asset Management
New York
$1.43M -$14.5K -279 -1%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$1.33M -$40.1K -772 -3%
SAM
61
Shell Asset Management
Netherlands
$1.24M -$63.5K -1,222 -5%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$1.13M +$6.75K +130 +0.6%
Los Angeles Capital Management
63
Los Angeles Capital Management
California
$1.09M
First Trust Advisors
64
First Trust Advisors
Illinois
$991K +$413K +7,941 +78%
CS
65
Credit Suisse
Switzerland
$962K -$170K -3,282 -16%
AIG
66
American International Group
New York
$885K +$140K +2,690 +20%
SAM
67
SignalPoint Asset Management
Missouri
$866K -$156K -3,000 -16%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$835K -$16.9K -326 -2%
SRAM
69
Stone Ridge Asset Management
New York
$812K
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$805K -$26.8K -516 -3%
CL
71
Choreo LLC
Illinois
$790K
TPSF
72
Texas Permanent School Fund
Texas
$745K -$17.9K -344 -2%
Public Sector Pension Investment Board (PSP Investments)
73
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$745K
PC
74
Pecaut & Co
Iowa
$693K +$660K +12,706 New
O
75
OppenheimerFunds
New York
$668K -$97.5K -1,876 -13%

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.