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United Fire Group
UFCS

128 hedge funds and large institutions have $351M invested in United Fire Group in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

2% more funds holding

Funds holding: 126 → 128 (+2)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0.97% less ownership

Funds ownership: 61.78% → 60.8% (-0.97%)

18% less capital invested

Capital invested by funds: $428M → $351M (-$76.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $591K

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
41
Reduced
40
Closed
10
Calls
–
Puts
$591K
Net Calls
-$591K
Net Calls Change
-$591K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.45M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.23M
3
Citadel Advisors
Citadel Advisors
Florida
+$872K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$854K
5
Goldman Sachs
Goldman Sachs
New York
+$730K

Top Sellers

1
RA
Royce & Associates
New York
-$6.56M
2
EARNEST Partners
EARNEST Partners
Georgia
-$1.63M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.56M
4
Northern Trust
Northern Trust
Illinois
-$1.11M
5
Norges Bank
Norges Bank
Norway
-$925K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
101
Founders Capital Management (Texas)
Texas
$23K +$7.5K +300 +43%
MAM
102
Meeder Asset Management
Ohio
$22K -$3.48K -139 -13%
HI
103
Harbour Investments
Wisconsin
$18K -$11.9K -475 -38%
QT
104
Quantbot Technologies
New York
$16K +$17.5K +700 New
Barrow, Hanley, Mewhinney & Strauss
105
Barrow, Hanley, Mewhinney & Strauss
Texas
$13K – – –
SWA
106
Sutton Wealth Advisors
Florida
$9.52K +$1.3K +52 +14%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$9K – – –
VCM
108
Versant Capital Management
Arizona
$8K +$375 +15 +5%
CFD
109
Creative Financial Designs
Indiana
$6K – – –
AF
110
Advisornet Financial
Minnesota
$5K – – –
CFGS
111
Concourse Financial Group Securities
Alabama
$5K – – –
Macquarie Group
112
Macquarie Group
Australia
$5K – – –
QCG
113
Quadrant Capital Group
Ohio
$5K +$675 +27 +14%
BCA
114
Berman Capital Advisors
Georgia
$4K -$1.43K -57 -25%
MCM
115
Manchester Capital Management
Vermont
$4K +$4.85K +194 New
PA
116
Parallel Advisors
California
$2K – – –
ST
117
Sageworth Trust
Pennsylvania
$2K – – –
Fidelity Investments
118
Fidelity Investments
Massachusetts
$2K +$1.88K +75 +395%
MGIM
119
M&G Investment Management
United Kingdom
$1.93K +$2.45K +98 +0.1%
CWC
120
Carolinas Wealth Consulting
North Carolina
$1K – – –
FHA
121
First Horizon Advisors
Tennessee
$1K +$1.65K +66 New
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$62 – – –
Assenagon Asset Management
123
Assenagon Asset Management
Luxembourg
– -$690K -24,893 Closed
GC
124
Guggenheim Capital
Illinois
– -$518K -18,665 Closed
American Century Companies
125
American Century Companies
Missouri
– -$407K -14,690 Closed
2 3 4
5
6

UFCS Hedge Fund Activity: Q3 2021 in Review

128 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q3 2021, worth a combined $351M — down 18% from $428M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new UFCS positions and 10 closed out — a net gain of 3 holders — while 41 added to existing stakes and 40 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.45M. The largest seller was Royce & Associates, cutting an estimated $6.56M.

  • 128 institutional investors held United Fire Group (UFCS) as of Q3 2021, up from 126 in Q2 2021.
  • Funds reported $351M of United Fire Group stock for Q3 2021, down 18% quarter-over-quarter.
  • 13 funds opened new United Fire Group positions in Q3 2021 and 10 closed out, a net change of +3 holders.
  • The largest United Fire Group buyer in Q3 2021 was Wells Fargo, an estimated $1.45M added.
  • The largest United Fire Group seller in Q3 2021 was Royce & Associates, an estimated $6.56M sold.

Based on aggregated 13F filings for Q3 2021.