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United Fire Group

142 hedge funds and large institutions have $664M invested in United Fire Group in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

10% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 49

1% more capital invested

Capital invested by funds: $658M → $664M (+$6.21M)

0% more funds holding

Funds holding: 142142 (0)

0.65% less ownership

Funds ownership: 60.44%59.79% (-0.65%)

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
3.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
54
Reduced
49
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$46K +$45K +1,038 New
LIA
127
LS Investment Advisors
Michigan
$34K
TDC
128
Thompson Davis & Co
Virginia
$28K
LTFS
129
Ladenburg Thalmann Financial Services
Florida
$25K -$3.34K -77 -12%
Creative Planning
130
Creative Planning
Kansas
$18K
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$18K +$7.85K +181 +75%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$14K
SWA
133
Sutton Wealth Advisors
Florida
$12.1K
CG
134
Cutler Group
California
$12K +$12.1K +278 New
PFBT
135
Parkside Financial Bank & Trust
Missouri
$8K
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$6K -$68.8K -1,587 -92%
FPFS
137
First Personal Financial Services
North Carolina
$5K
GAM
138
Gemmer Asset Management
California
$4K
PFSC
139
Peoples Financial Services Corp
Pennsylvania
$4K
PA
140
Parallel Advisors
California
$3K +$130 +3 +5%
VWA
141
V Wealth Advisors
Kansas
$1K +$867 +20 New
DGHMC
142
Dalton, Greiner, Hartman, Maher & Co
New York
-$11.2M -261,767 Closed
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
-$1.53M -35,850 Closed
CONA
144
Capital One National Association
New York
-$722K -16,881 Closed
Tudor Investment Corp
145
Tudor Investment Corp
Connecticut
-$355K -8,300 Closed
SIM
146
Spark Investment Management
New York
-$325K -7,600 Closed
SG Americas Securities
147
SG Americas Securities
New York
-$145K -3,396 Closed
SO
148
STRS Ohio
Ohio
-$141K -3,300 Closed
PCM
149
Prelude Capital Management
New York
-$4K -100 Closed

UFCS Hedge Fund Activity: Q2 2017 in Review

142 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q2 2017, worth a combined $664M — up 0.94% from $658M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UFCS positions and 8 closed out — a net gain of 1 holder — while 54 added to existing stakes and 49 trimmed.

The largest buyer was Marshall Wace North America, adding an estimated $2.44M. The largest seller was Dalton, Greiner, Hartman, Maher & Co, exiting entirely with an estimated $11.2M sold.

  • 142 institutional investors held United Fire Group (UFCS) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $664M of United Fire Group stock for Q2 2017, up 0.94% quarter-over-quarter.
  • 9 funds opened new United Fire Group positions in Q2 2017 and 8 closed out, a net change of +1 holder.
  • The largest United Fire Group buyer in Q2 2017 was Marshall Wace North America, an estimated $2.44M added.
  • The largest United Fire Group seller in Q2 2017 was Dalton, Greiner, Hartman, Maher & Co, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2017.