We are live on ! Find out more
UFCS icon

United Fire Group

126 hedge funds and large institutions have $428M invested in United Fire Group in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% less ownership

Funds ownership: 62.44%61.78% (-0.66%)

2% less funds holding

Funds holding: 129126 (-3)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

21% less capital invested

Capital invested by funds: $544M → $428M (-$117M)

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
38
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
101
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$33K
MAM
102
Meeder Asset Management
Ohio
$31K +$2.71K +87 +8%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$23K -$1.09K -35 -4%
FCMT
104
Founders Capital Management (Texas)
Texas
$19K
Barrow, Hanley, Mewhinney & Strauss
105
Barrow, Hanley, Mewhinney & Strauss
Texas
$16K -$6.45K -207 -27%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$11K -$6.23K -200 -33%
SWA
107
Sutton Wealth Advisors
Florida
$9.98K
VCM
108
Versant Capital Management
Arizona
$9K
CFD
109
Creative Financial Designs
Indiana
$7K
AF
110
Advisornet Financial
Minnesota
$6K
BCA
111
Berman Capital Advisors
Georgia
$6K
CFGS
112
Concourse Financial Group Securities
Alabama
$6K
Macquarie Group
113
Macquarie Group
Australia
$6K
QCG
114
Quadrant Capital Group
Ohio
$5K +$187 +6 +3%
GAM
115
Gemmer Asset Management
California
$3K
MGIM
116
M&G Investment Management
United Kingdom
$2.35K +$2.61M +83,862 New
PA
117
Parallel Advisors
California
$2K
ST
118
Sageworth Trust
Pennsylvania
$2K +$2.8K +90 New
CWC
119
Carolinas Wealth Consulting
North Carolina
$1K -$31 -1 -2%
TFO
120
Tarbox Family Office
California
$1K
EBA
121
Eagle Bay Advisors
New York
$1K +$31 +1 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$1K +$592 +19 New
AIG
123
American International Group
New York
$380 -$9.47K -304 -2%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$75 -$311K -10,000 -79%
MPI
125
Mairs & Power Inc
Minnesota
-$1.42M -40,873 Closed

UFCS Hedge Fund Activity: Q2 2021 in Review

126 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q2 2021, worth a combined $428M — down 21% from $544M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UFCS and 13 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 38 added.

The largest buyer was Royal Bank of Canada, adding an estimated $2.83M. The largest seller was Systematic Financial Management, cutting an estimated $3.72M.

  • 126 institutional investors held United Fire Group (UFCS) as of Q2 2021, down from 129 in Q1 2021.
  • Funds reported $428M of United Fire Group stock for Q2 2021, down 21% quarter-over-quarter.
  • 13 funds opened new United Fire Group positions in Q2 2021 and 16 closed out, a net change of -3 holders.
  • The largest United Fire Group buyer in Q2 2021 was Royal Bank of Canada, an estimated $2.83M added.
  • The largest United Fire Group seller in Q2 2021 was Systematic Financial Management, an estimated $3.72M sold.

Based on aggregated 13F filings for Q2 2021.