We are live on ! Find out more
UFCS icon

United Fire Group

121 hedge funds and large institutions have $434M invested in United Fire Group in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $42K | Put options by funds: $13K

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $403M → $434M (+$31.1M)

0.03% more ownership

Funds ownership: 65.09%65.12% (+0.03%)

1% less funds holding

Funds holding: 122121 (-1)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
35
Reduced
50
Closed
10
Calls
$42K
Puts
$13K
Net Calls
+$29K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Change in
Stake
FCMT
101
Founders Capital Management (Texas)
Texas
$27K
FHA
102
First Horizon Advisors
Tennessee
$26.6K
SO
103
STRS Ohio
Ohio
$26K -$615K -21,600 -96%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$13.8K +$3.24K +114 +28%
CFGS
105
Concourse Financial Group Securities
Alabama
$7.33K -$455 -16 -5%
TWA
106
TCI Wealth Advisors
Arizona
$4.81K -$171 -6 -3%
NA
107
NewEdge Advisors
Louisiana
$4.57K -$48.4K -1,701 -91%
PA
108
Parallel Advisors
California
$2.15K
VCM
109
Versant Capital Management
Arizona
$2.12K -$5.49K -193 -70%
C
110
Covestor
United Kingdom
$2K +$939 +33 +65%
Bessemer Group
111
Bessemer Group
New Jersey
$2K +$2.11K +74 New
EWA
112
EverSource Wealth Advisors
Alabama
$1.43K
CWC
113
Carolinas Wealth Consulting
North Carolina
$1.2K
QCG
114
Quadrant Capital Group
Ohio
$1.17K
MPWT
115
MassMutual Private Wealth & Trust
Connecticut
$717
PFBT
116
Parkside Financial Bank & Trust
Missouri
$505
IAIM
117
International Assets Investment Management
Florida
$398 +$427 +15 New
FFA
118
Farther Finance Advisors
California
$372
FMII
119
Farmers & Merchants Investments Inc
Nebraska
$345
HNB
120
Huntington National Bank
Ohio
$47
MSS
121
Mitchell Sinkler & Starr
Pennsylvania
-$350K -12,800 Closed
PI
122
Putnam Investments
Massachusetts
-$325K -11,871 Closed
HSBC Holdings
123
HSBC Holdings
United Kingdom
-$301K -11,038 Closed
PFO
124
Pathstone Family Office
New Jersey
-$311K -9,717 Closed
GTCM
125
Gyon Technologies Capital Management
New Jersey
-$132K -4,816 Closed

UFCS Hedge Fund Activity: Q1 2023 in Review

121 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q1 2023, worth a combined $434M — up 7.7% from $403M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UFCS positions and 10 closed out — a net gain of 1 holder — while 35 added to existing stakes and 50 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.68M. The largest seller was Allspring Global Investments, cutting an estimated $2.35M.

  • 121 institutional investors held United Fire Group (UFCS) as of Q1 2023, down from 122 in Q4 2022.
  • Funds reported $434M of United Fire Group stock for Q1 2023, up 7.7% quarter-over-quarter.
  • 11 funds opened new United Fire Group positions in Q1 2023 and 10 closed out, a net change of +1 holder.
  • The largest United Fire Group buyer in Q1 2023 was Vanguard Group, an estimated $3.68M added.
  • The largest United Fire Group seller in Q1 2023 was Allspring Global Investments, an estimated $2.35M sold.

Based on aggregated 13F filings for Q1 2023.