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United Fire Group
UFCS

129 hedge funds and large institutions have $544M invested in United Fire Group in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

39% more capital invested

Capital invested by funds: $393M → $544M (+$152M)

8% more funds holding

Funds holding: 120 → 129 (+9)

0.08% less ownership

Funds ownership: 62.52% → 62.44% (-0.08%)

51% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 55

Holders
129
Holders Change
+9
Holders Change %
+7.5%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
27
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$8.95M
2
RA
Royce & Associates
New York
+$8.35M
3
BlackRock
BlackRock
New York
+$5.74M
4
EARNEST Partners
EARNEST Partners
Georgia
+$5.54M
5
Morgan Stanley
Morgan Stanley
New York
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$7.81M
2
Northern Trust
Northern Trust
Illinois
-$5.15M
3
SFM
Systematic Financial Management
New Jersey
-$5.07M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3M
5
MPI
Mairs & Power Inc
Minnesota
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
101
First Bank & Trust
South Dakota
$61K – – –
CFB
102
Cullen/Frost Bankers
Texas
$53K +$48.1K +1,524 New
HI
103
Harbour Investments
Wisconsin
$44K +$39.8K +1,262 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
104
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$42K -$3M -95,200 -99%
TRCT
105
Tower Research Capital (TRC)
New York
$41K +$946 +30 +3%
MAM
106
Meeder Asset Management
Ohio
$36K -$4.04K -128 -11%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$30K +$27.1K +859 +8,590%
Barrow, Hanley, Mewhinney & Strauss
108
Barrow, Hanley, Mewhinney & Strauss
Texas
$27K +$24.5K +778 New
FCMT
109
Founders Capital Management (Texas)
Texas
$24K – – –
EVM
110
Eaton Vance Management
Massachusetts
$22K +$20K +634 New
BFEC
111
Benjamin F. Edwards & Company
Missouri
$21K -$63.1K -2,000 -77%
VFA
112
Valeo Financial Advisors
Indiana
$18K – – –
SWA
113
Sutton Wealth Advisors
Florida
$12.5K – – –
VCM
114
Versant Capital Management
Arizona
$11K – – –
Bessemer Group
115
Bessemer Group
New Jersey
$11K +$9.87K +313 New
CFD
116
Creative Financial Designs
Indiana
$9K – – –
Macquarie Group
117
Macquarie Group
Australia
$8K -$3.47K -110 -32%
AF
118
Advisornet Financial
Minnesota
$8K – – –
BCA
119
Berman Capital Advisors
Georgia
$8K – – –
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$8K +$8.13K +258 New
CFGS
121
Concourse Financial Group Securities
Alabama
$7K +$3.88K +123 +152%
QCG
122
Quadrant Capital Group
Ohio
$6K – – –
GAM
123
Gemmer Asset Management
California
$4K – – –
PA
124
Parallel Advisors
California
$3K – – –
CWC
125
Carolinas Wealth Consulting
North Carolina
$2K – – –
2 3 4
5
6

UFCS Hedge Fund Activity: Q1 2021 in Review

129 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q1 2021, worth a combined $544M — up 39% from $393M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UFCS positions and 11 closed out — a net gain of 10 holders — while 27 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $8.95M. The largest seller was Norges Bank, cutting an estimated $7.81M.

  • 129 institutional investors held United Fire Group (UFCS) as of Q1 2021, up from 120 in Q4 2020.
  • Funds reported $544M of United Fire Group stock for Q1 2021, up 39% quarter-over-quarter.
  • 21 funds opened new United Fire Group positions in Q1 2021 and 11 closed out, a net change of +10 holders.
  • The largest United Fire Group buyer in Q1 2021 was Bank of America, an estimated $8.95M added.
  • The largest United Fire Group seller in Q1 2021 was Norges Bank, an estimated $7.81M sold.

Based on aggregated 13F filings for Q1 2021.