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United Fire Group

126 hedge funds and large institutions have $353M invested in United Fire Group in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $351M → $353M (+$2.02M)

0.2% less ownership

Funds ownership: 60.8%60.6% (-0.2%)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

2% less funds holding

Funds holding: 128126 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $401K

Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
41
Reduced
43
Closed
19
Calls
Puts
$401K
Net Calls
-$401K
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
101
Cullen/Frost Bankers
Texas
$35K -$8.63K -384 -20%
FCMT
102
Founders Capital Management (Texas)
Texas
$23K
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$20K -$5.26K -234 -21%
Barrow, Hanley, Mewhinney & Strauss
104
Barrow, Hanley, Mewhinney & Strauss
Texas
$13K
SWA
105
Sutton Wealth Advisors
Florida
$11.1K +$1.48K +66 +16%
TRCT
106
Tower Research Capital (TRC)
New York
$11K -$11.3K -505 -52%
WFS
107
Widmann Financial Services
Maryland
$11K +$11.2K +500 New
VCM
108
Versant Capital Management
Arizona
$7K -$831 -37 -11%
AF
109
Advisornet Financial
Minnesota
$5K
CFGS
110
Concourse Financial Group Securities
Alabama
$5K
Macquarie Group
111
Macquarie Group
Australia
$5K
TWA
112
TCI Wealth Advisors
Arizona
$5K +$4.9K +218 New
MCM
113
Manchester Capital Management
Vermont
$2K -$2.36K -105 -54%
PA
114
Parallel Advisors
California
$2K
QCG
115
Quadrant Capital Group
Ohio
$1K -$4.07K -181 -83%
CWC
116
Carolinas Wealth Consulting
North Carolina
$1K +$22 +1 +2%
PFBT
117
Parkside Financial Bank & Trust
Missouri
$1K +$337 +15 +136%
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$1K +$607 +27 New
TFO
119
Tarbox Family Office
California
$1K +$876 +39 +205%
EWA
120
EverSource Wealth Advisors
Alabama
$1K +$1.21K +54 New
STCOSD
121
Sageworth Trust Company of South Dakota
South Dakota
$1K +$1.44K +64 New
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$289 -$5.44K -242 -2%
RA
123
Royce & Associates
New York
-$5.44M -235,638 Closed
MGIM
124
M&G Investment Management
United Kingdom
-$1.93K -83,960 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.17M -50,600 Closed