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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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$35K -$103K -2,527 -70%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$31K +$3.25K +80 +9%
MOACM
103
Mutual of America Capital Management
New York
$31K +$6.98K +172 +22%
FCMT
104
Founders Capital Management (Texas)
Texas
$23K – – –
MDCM
105
Morgan Dempsey Capital Management
Wisconsin
$21K -$22.6K -557 -47%
LIA
106
LS Investment Advisors
Michigan
$20K – – –
VCM
107
Versant Capital Management
Arizona
$20K +$25.5K +628 +10,467%
GT
108
Glenmede Trust
Pennsylvania
$14K – – –
VFA
109
Valeo Financial Advisors
Indiana
$12K – – –
PHK
110
Point72 Hong Kong
Hong Kong
$10K -$4.34K -107 -25%
SWA
111
Sutton Wealth Advisors
Florida
$8.97K -$2.8K -69 -20%
AF
112
Advisornet Financial
Minnesota
$7K – – –
QCG
113
Quadrant Capital Group
Ohio
$6K -$25.7K -633 -81%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$4K +$1.42K +35 +38%
AIM
115
Aigen Investment Management
New York
$3K – – –
GAM
116
Gemmer Asset Management
California
$3K – – –
LWA
117
Lenox Wealth Advisors
New York
$3K – – –
PFSC
118
Peoples Financial Services Corp
Pennsylvania
$3K – – –
CFGS
119
Concourse Financial Group Securities
Alabama
$2K +$649 +16 +33%
PFBT
120
Parkside Financial Bank & Trust
Missouri
$1K -$649 -16 -28%
ASN
121
Advisory Services Network
Georgia
$1K – – –
TFO
122
Tarbox Family Office
California
$1K – – –
BCA
123
Berman Capital Advisors
Georgia
$1K +$893 +22 +105%
CAW
124
Cornerstone Advisors (Washington)
Washington
$1K +$1.14K +28 New
MAM
125
Meeder Asset Management
Ohio
$1K +$1.7K +42 New
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.