We are live on ! Find out more
UFCS icon

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
OPERF
76
Oregon Public Employees Retirement Fund
Oregon
$276K – – –
AQR Capital Management
77
AQR Capital Management
Connecticut
$272K -$317K -7,808 -48%
Public Employees Retirement Association of Colorado
78
Public Employees Retirement Association of Colorado
Colorado
$271K – – –
First Trust Advisors
79
First Trust Advisors
Illinois
$261K +$23.3K +573 +8%
SEI Investments
80
SEI Investments
Pennsylvania
$251K – – –
WG
81
Winton Group
United Kingdom
$249K -$475K -11,707 -60%
MSA
82
Mason Street Advisors
Wisconsin
$242K – – –
SG Americas Securities
83
SG Americas Securities
New York
$241K +$183K +4,501 +156%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$236K – – –
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$228K – – –
Citigroup
86
Citigroup
New York
$227K -$133K -3,282 -32%
SAM
87
SignalPoint Asset Management
Missouri
$225K – – –
BC
88
Brinker Capital
Pennsylvania
$219K -$105K -2,587 -28%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$218K +$271K +6,672 New
Victory Capital Management
90
Victory Capital Management
Texas
$216K +$90.6K +2,232 +51%
MERSOM
91
Municipal Employees' Retirement System of Michigan
Michigan
$214K – – –
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$187K – – –
Russell Investments Group
93
Russell Investments Group
United Kingdom
$171K -$57.1K -1,408 -21%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$157K -$52.2K -1,287 -21%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$112K – – –
Osaic Holdings
96
Osaic Holdings
Arizona
$109K +$136K +3,364 New
AIP
97
Ameritas Investment Partners
Nebraska
$61K – – –
RFM
98
Royal Fund Management
Florida
$61K +$893 +22 +1%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$58K +$17.2K +423 +31%
FBT
100
First Bank & Trust
South Dakota
$49K +$54.5K +1,343 +845%
2 3
4
5 6

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.