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United Fire Group

119 hedge funds and large institutions have $314M invested in United Fire Group in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.26% less ownership

Funds ownership: 63.21%61.95% (-1.3%)

2% less funds holding

Funds holding: 121119 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

28% less capital invested

Capital invested by funds: $438M → $314M (-$124M)

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
37
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Sutton Wealth Advisors
Florida
$7.32K +$9.01K +360 New
Macquarie Group
102
Macquarie Group
Australia
$7K
FBT
103
First Bank & Trust
South Dakota
$5K -$28.9K -1,155 -82%
AF
104
Advisornet Financial
Minnesota
$5K
CFD
105
Creative Financial Designs
Indiana
$5K
GT
106
Glenmede Trust
Pennsylvania
$5K
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$5K +$250 +10 +5%
MAM
108
Meeder Asset Management
Ohio
$5K +$1.58K +63 +37%
PA
109
Parallel Advisors
California
$2K -$100 -4 -5%
GAM
110
Gemmer Asset Management
California
$2K
Millennium Management
111
Millennium Management
New York
$1.26K +$1.36M +54,470 +716%
CFGS
112
Concourse Financial Group Securities
Alabama
$1K
CWC
113
Carolinas Wealth Consulting
North Carolina
$1K +$1.43K +57 New
Hotchkis & Wiley Capital Management
114
Hotchkis & Wiley Capital Management
California
-$4.59M -165,550 Closed
Bessemer Group
115
Bessemer Group
New Jersey
-$1.68M -60,607 Closed
WG
116
Winton Group
United Kingdom
-$1.33M -47,887 Closed
SEI Investments
117
SEI Investments
Pennsylvania
-$393K -14,200 Closed
SG Americas Securities
118
SG Americas Securities
New York
-$346K -12,470 Closed
AP
119
Advisor Partners
California
-$263K -9,478 Closed
6M
120
6 Meridian
Kansas
-$236K -8,522 Closed
VOYA Investment Management
121
VOYA Investment Management
Georgia
-$210K -7,584 Closed
VCM
122
Versant Capital Management
Arizona
-$16.9K -674 -99%
LIA
123
LS Investment Advisors
Michigan
-$17K -624 Closed
BCA
124
Berman Capital Advisors
Georgia
-$7.63K -305 -93%
OPS
125
Orion Portfolio Solutions
Nebraska
-$4K -158 Closed