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United Fire Group
UFCS

142 hedge funds and large institutions have $658M invested in United Fire Group in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 42

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.73% less ownership

Funds ownership: 61.17% → 60.44% (-0.73%)

3% less funds holding

Funds holding: 146 → 142 (-4)

14% less capital invested

Capital invested by funds: $762M → $658M (-$104M)

Holders
142
Holders Change
-4
Holders Change %
-2.74%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
55
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$108M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$6.08M
3
Millennium Management
Millennium Management
New York
+$5.06M
4
Norges Bank
Norges Bank
Norway
+$2.93M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$7.17M
2
Prudential Financial
Prudential Financial
New Jersey
-$6.08M
3
HAI
Hennessy Advisors Inc
California
-$4.68M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.35M
5
Morgan Stanley
Morgan Stanley
New York
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
126
LS Investment Advisors
Michigan
$33K – – –
GHCM
127
Glen Harbor Capital Management
California
$31K +$7.91K +176 +32%
LTFS
128
Ladenburg Thalmann Financial Services
Florida
$28K -$1.03K -23 -3%
TDC
129
Thompson Davis & Co
Virginia
$28K – – –
VCM
130
Versant Capital Management
Arizona
$23K +$1.12K +25 +5%
Creative Planning
131
Creative Planning
Kansas
$17K – – –
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$14K -$12.6K -280 -47%
SWA
133
Sutton Wealth Advisors
Florida
$11.8K – – –
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$10K -$975K -21,687 -99%
PFBT
135
Parkside Financial Bank & Trust
Missouri
$8K -$1.44K -32 -15%
FPFS
136
First Personal Financial Services
North Carolina
$5K – – –
GAM
137
Gemmer Asset Management
California
$4K – – –
PCM
138
Prelude Capital Management
New York
$4K +$4.49K +100 New
PA
139
Parallel Advisors
California
$3K – – –
PFSC
140
Peoples Financial Services Corp
Pennsylvania
$3K – – –
QCG
141
Quadrant Capital Group
Ohio
$1K – – –
GVT
142
Genesee Valley Trust
New York
$292 -$11.3K -251 -4%
HAI
143
Hennessy Advisors Inc
California
– -$4.68M -95,200 Closed
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
– -$2M -40,773 Closed
SCM
145
Sterling Capital Management
North Carolina
– -$1.18M -23,917 Closed
VRS
146
Virginia Retirement Systems
Virginia
– -$364K -7,400 Closed
PA
147
Profund Advisors
Maryland
– -$283K -5,746 Closed
HSBC Holdings
148
HSBC Holdings
United Kingdom
– -$234K -4,767 Closed
TRCT
149
Tower Research Capital (TRC)
New York
– -$57K -1,162 Closed
AIM
150
Acrospire Investment Management
Illinois
– -$45K -924 Closed
3 4 5
6
7

UFCS Hedge Fund Activity: Q1 2017 in Review

142 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q1 2017, worth a combined $658M — down 14% from $762M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UFCS positions and 11 closed out — a net gain of 1 holder — while 55 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $108M. The largest seller was Macquarie Group, cutting an estimated $7.17M.

  • 142 institutional investors held United Fire Group (UFCS) as of Q1 2017, down from 146 in Q4 2016.
  • Funds reported $658M of United Fire Group stock for Q1 2017, down 14% quarter-over-quarter.
  • 12 funds opened new United Fire Group positions in Q1 2017 and 11 closed out, a net change of +1 holder.
  • The largest United Fire Group buyer in Q1 2017 was BlackRock, an estimated $108M added.
  • The largest United Fire Group seller in Q1 2017 was Macquarie Group, an estimated $7.17M sold.

Based on aggregated 13F filings for Q1 2017.