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United Fire Group
UFCS

132 hedge funds and large institutions have $456M invested in United Fire Group in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $430M → $456M (+$26.9M)

6% more funds holding

Funds holding: 125 → 132 (+7)

27% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 51

Holders
132
Holders Change
+7
Holders Change %
+5.6%
% of All Funds
3.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
37
Reduced
51
Closed
8
Calls
$21K
Puts
–
Net Calls
+$21K
Net Calls Change
+$21K

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$3.86M
2
SFM
Systematic Financial Management
New Jersey
+$2.12M
3
MC
Menta Capital
California
+$1.27M
4
Morgan Stanley
Morgan Stanley
New York
+$1.06M
5
First Trust Advisors
First Trust Advisors
Illinois
+$896K

Top Sellers

Rank Fund Capital Flow
1
EARNEST Partners
EARNEST Partners
Georgia
-$2.97M
2
KBC Group
KBC Group
Belgium
-$2.25M
3
TC
TFS Capital
Pennsylvania
-$2.24M
4
Goldman Sachs
Goldman Sachs
New York
-$1.68M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$6K +$5.61K +200 New
GAM
127
Gemmer Asset Management
California
$4K +$3.79K +135 New
RNS
128
Robert N. Shapiro
$3K -$168 -6 -6%
TAM
129
Tocqueville Asset Management
New York
$3K +$225 +8 +8%
MFS
130
MSI Financial Services
Massachusetts
$2K – – –
PFSC
131
Peoples Financial Services Corp
Pennsylvania
$2K – – –
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$500 +$533 +19 +0.1%
HCM
133
Huber Capital Management
California
– -$573K -20,000 Closed
PA
134
Profund Advisors
Maryland
– -$364K -12,688 Closed
AL
135
AJO LP
Pennsylvania
– -$361K -12,600 Closed
CAM
136
ClariVest Asset Management
California
– -$353K -12,300 Closed
COI
137
Connable Office Inc
Michigan
– -$201K -7,012 Closed
PL
138
Parkwood LLC
Ohio
– -$104K -3,614 Closed
AAM
139
Advisors Asset Management
Colorado
– -$29K -1,018 Closed
TRCT
140
Tower Research Capital (TRC)
New York
– -$26K -896 Closed
2 3 4 5
6

UFCS Hedge Fund Activity: Q1 2014 in Review

132 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q1 2014, worth a combined $456M — up 6.3% from $430M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UFCS positions and 8 closed out — a net gain of 7 holders — while 37 added to existing stakes and 51 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $3.86M. The largest seller was EARNEST Partners, cutting an estimated $2.97M.

  • 132 institutional investors held United Fire Group (UFCS) as of Q1 2014, up from 125 in Q4 2013.
  • Funds reported $456M of United Fire Group stock for Q1 2014, up 6.3% quarter-over-quarter.
  • 15 funds opened new United Fire Group positions in Q1 2014 and 8 closed out, a net change of +7 holders.
  • The largest United Fire Group buyer in Q1 2014 was Kennedy Capital Management, an estimated $3.86M added.
  • The largest United Fire Group seller in Q1 2014 was EARNEST Partners, an estimated $2.97M sold.

Based on aggregated 13F filings for Q1 2014.