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United Fire Group
UFCS

150 hedge funds and large institutions have $854M invested in United Fire Group in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 48

15% more capital invested

Capital invested by funds: $741M → $854M (+$113M)

0.7% more ownership

Funds ownership: 62.15% → 62.85% (+0.7%)

3% less funds holding

Funds holding: 154 → 150 (-4)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

28% less call options, than puts

Call options by funds: $932K | Put options by funds: $1.3M

Holders
150
Holders Change
-4
Holders Change %
-2.6%
% of All Funds
3.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
56
Reduced
48
Closed
19
Calls
$932K
Puts
$1.3M
Net Calls
-$365K
Net Calls Change
-$542K

Top Buyers

1
Invesco
Invesco
Georgia
+$10.7M
2
BAM
Burgundy Asset Management
Ontario, Canada
+$8.47M
3
Rafferty Asset Management
Rafferty Asset Management
New York
+$4.98M
4
Victory Capital Management
Victory Capital Management
Texas
+$4.36M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.74M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$9.47M
2
Goldman Sachs
Goldman Sachs
New York
-$3.54M
3
JIM
Jupiter Investment Management
United Kingdom
-$2.49M
4
GLA
Great Lakes Advisors
Illinois
-$2.28M
5
Two Sigma Investments
Two Sigma Investments
New York
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
126
Royal Fund Management
Florida
$93K +$519 +10 +0.6%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$92K +$32.3K +622 +59%
Simplex Trading
128
Simplex Trading
Illinois
$90K +$85.2K +1,640 +5,857%
TRCT
129
Tower Research Capital (TRC)
New York
$86K +$81.9K +1,576 New
VCM
130
Versant Capital Management
Arizona
$58K – – –
AG
131
Advisor Group
Arizona
$51K – – –
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$42K +$7.84K +151 +24%
LIA
133
LS Investment Advisors
Michigan
$34K – – –
SWA
134
Sutton Wealth Advisors
Florida
$31K +$15.3K +294 +107%
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$27K +$18.9K +364 +282%
LTFS
136
Ladenburg Thalmann Financial Services
Florida
$22K – – –
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$17K -$1.56K -30 -9%
Macquarie Group
138
Macquarie Group
Australia
$16K -$62.3K -1,200 -80%
QCG
139
Quadrant Capital Group
Ohio
$14K -$1.09K -21 -6%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$13K – – –
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$11K +$10.9K +209 New
HIM
142
Hillsdale Investment Management
Ontario, Canada
$8K +$7.27K +140 New
PFBT
143
Parkside Financial Bank & Trust
Missouri
$6K -$1.46K -28 -22%
ASN
144
Advisory Services Network
Georgia
$6K – – –
GAM
145
Gemmer Asset Management
California
$5K – – –
PFSC
146
Peoples Financial Services Corp
Pennsylvania
$4K – – –
MOACM
147
Mutual of America Capital Management
New York
$4K +$4.05K +78 New
WAM
148
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
SPIA
149
Steward Partners Investment Advisory
New York
$2K +$1.46K +28 New
JA
150
JOYN Advisors
Georgia
$1K -$2.81K -54 -68%
3 4 5
6
7

UFCS Hedge Fund Activity: Q2 2018 in Review

150 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q2 2018, worth a combined $854M — up 15% from $741M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UFCS and 16 opened new positions — a net loss of 3 holders — while 48 trimmed existing stakes and 56 added.

The largest buyer was Invesco, adding an estimated $10.7M. The largest seller was Millennium Management, exiting entirely with an estimated $9.47M sold.

  • 150 institutional investors held United Fire Group (UFCS) as of Q2 2018, down from 154 in Q1 2018.
  • Funds reported $854M of United Fire Group stock for Q2 2018, up 15% quarter-over-quarter.
  • 16 funds opened new United Fire Group positions in Q2 2018 and 19 closed out, a net change of -3 holders.
  • The largest United Fire Group buyer in Q2 2018 was Invesco, an estimated $10.7M added.
  • The largest United Fire Group seller in Q2 2018 was Millennium Management, an estimated $9.47M sold.

Based on aggregated 13F filings for Q2 2018.