We are live on ! Find out more
UFCS icon

United Fire Group

121 hedge funds and large institutions have $438M invested in United Fire Group in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $227K | Put options by funds: $53K

31% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 36

0.21% less ownership

Funds ownership: 63.42%63.21% (-0.21%)

5% less funds holding

Funds holding: 127121 (-6)

15% less capital invested

Capital invested by funds: $518M → $438M (-$79.7M)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
47
Reduced
36
Closed
18
Calls
$227K
Puts
$53K
Net Calls
+$174K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
MDCM
101
Morgan Dempsey Capital Management
Wisconsin
$16K -$1.83K -65 -10%
VFA
102
Valeo Financial Advisors
Indiana
$14K +$536 +19 +1%
BCA
103
Berman Capital Advisors
Georgia
$9K +$8.01K +284 +660%
Macquarie Group
104
Macquarie Group
Australia
$9K +$9.65K +342 New
GT
105
Glenmede Trust
Pennsylvania
$7K -$1.64K -58 -17%
CFD
106
Creative Financial Designs
Indiana
$7K +$7.56K +268 New
AF
107
Advisornet Financial
Minnesota
$6K
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$6K +$6.09K +216 New
MAM
109
Meeder Asset Management
Ohio
$5K +$3.61K +128 +305%
OPS
110
Orion Portfolio Solutions
Nebraska
$4K +$3.27K +116 +276%
CFGS
111
Concourse Financial Group Securities
Alabama
$2K
GAM
112
Gemmer Asset Management
California
$2K
PFBT
113
Parkside Financial Bank & Trust
Missouri
$2K +$395 +14 +33%
TFO
114
Tarbox Family Office
California
$2K +$1.5K +53 +279%
PA
115
Parallel Advisors
California
$2K +$2.4K +85 New
Fidelity Investments
116
Fidelity Investments
Massachusetts
$1K -$2.17K -77 -60%
CAW
117
Cornerstone Advisors (Washington)
Washington
$1K +$310 +11 +39%
ABC
118
Associated Banc-Corp
Wisconsin
$1K +$874 +31 New
TPCW
119
TD Private Client Wealth
New York
$443 +$451 +16 New
Assenagon Asset Management
120
Assenagon Asset Management
Luxembourg
-$3.45M -105,785 Closed
BGIM
121
Brandywine Global Investment Management
Pennsylvania
-$1.64M -50,232 Closed
CSS
122
Cubist Systematic Strategies
Connecticut
-$383K -11,743 Closed
MFG
123
MidWestOne Financial Group
Iowa
-$293K -8,984 Closed
AQR Capital Management
124
AQR Capital Management
Connecticut
-$272K -8,329 Closed
First Trust Advisors
125
First Trust Advisors
Illinois
-$261K -8,004 Closed

UFCS Hedge Fund Activity: Q2 2020 in Review

121 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q2 2020, worth a combined $438M — down 15% from $518M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of UFCS and 13 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $2.72M. The largest seller was Ameriprise, cutting an estimated $4.03M.

  • 121 institutional investors held United Fire Group (UFCS) as of Q2 2020, down from 127 in Q1 2020.
  • Funds reported $438M of United Fire Group stock for Q2 2020, down 15% quarter-over-quarter.
  • 13 funds opened new United Fire Group positions in Q2 2020 and 18 closed out, a net change of -5 holders.
  • The largest United Fire Group buyer in Q2 2020 was Morgan Stanley, an estimated $2.72M added.
  • The largest United Fire Group seller in Q2 2020 was Ameriprise, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2020.