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United Fire Group

145 hedge funds and large institutions have $804M invested in United Fire Group in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 43

0.38% more ownership

Funds ownership: 62.85%63.23% (+0.38%)

3% less funds holding

Funds holding: 150145 (-5)

6% less capital invested

Capital invested by funds: $854M → $804M (-$50.3M)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

57% less call options, than puts

Call options by funds: $456K | Put options by funds: $1.06M

Holders
145
Holders Change
-5
Holders Change %
-3.33%
% of All Funds
3.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
58
Reduced
43
Closed
18
Calls
$456K
Puts
$1.06M
Net Calls
-$604K
Net Calls Change
-$239K
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
101
Jacobs Levy Equity Management
New Jersey
$270K +$26.7K +500 +10%
COPPSERS
102
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$258K +$32.1K +601 +13%
NA
103
Neuburgh Advisers
California
$257K +$30.9K +578 +13%
PIA
104
Piedmont Investment Advisors
North Carolina
$248K -$2.19K -41 -0.8%
CNBT
105
Canandaigua National Bank & Trust
New York
$238K -$55.2K -1,035 -18%
WG
106
Winton Group
United Kingdom
$236K +$249K +4,657 New
Stifel Financial
107
Stifel Financial
Missouri
$232K +$2.56K +48 +1%
BSW
108
Buckingham Strategic Wealth
Missouri
$223K
FCM
109
Flinton Capital Management
Pennsylvania
$212K +$25.4K +476 +13%
IIC
110
Integrated Investment Consultants
Michigan
$203K +$8.49K +159 +4%
RCM
111
Riverhead Capital Management
Delaware
$191K +$21.3K +400 +12%
TAM
112
Tyers Asset Management
Texas
$166K +$20K +374 +13%
GHCM
113
Glen Harbor Capital Management
California
$121K +$14.5K +272 +13%
QI
114
QS Investors
New York
$111K -$2.34M -43,878 -95%
AIP
115
Ameritas Investment Partners
Nebraska
$95K
RFM
116
Royal Fund Management
Florida
$92K +$5.82K +109 +6%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$85K
AG
118
Advisor Group
Arizona
$65K +$18.7K +351 +38%
APP
119
Avantax Planning Partners
Iowa
$65K +$68.1K +1,276 New
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$62.7K -$38K -712 -37%
VCM
121
Versant Capital Management
Arizona
$54K
LIA
122
LS Investment Advisors
Michigan
$32K
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$30K +$6.03K +113 +24%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$29K -$10.9K -205 -27%
SWA
125
Sutton Wealth Advisors
Florida
$28.9K

UFCS Hedge Fund Activity: Q3 2018 in Review

145 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q3 2018, worth a combined $804M — down 5.9% from $854M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of UFCS and 14 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 58 added.

The largest buyer was Victory Capital Management, adding an estimated $5.84M. The largest seller was Rafferty Asset Management, exiting entirely with an estimated $5.23M sold.

  • 145 institutional investors held United Fire Group (UFCS) as of Q3 2018, down from 150 in Q2 2018.
  • Funds reported $804M of United Fire Group stock for Q3 2018, down 5.9% quarter-over-quarter.
  • 14 funds opened new United Fire Group positions in Q3 2018 and 18 closed out, a net change of -4 holders.
  • The largest United Fire Group buyer in Q3 2018 was Victory Capital Management, an estimated $5.84M added.
  • The largest United Fire Group seller in Q3 2018 was Rafferty Asset Management, an estimated $5.23M sold.

Based on aggregated 13F filings for Q3 2018.