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United Fire Group

145 hedge funds and large institutions have $804M invested in United Fire Group in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 43

0.38% more ownership

Funds ownership: 62.85%63.23% (+0.38%)

3% less funds holding

Funds holding: 150145 (-5)

6% less capital invested

Capital invested by funds: $854M → $804M (-$50.3M)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

57% less call options, than puts

Call options by funds: $456K | Put options by funds: $1.06M

Holders
145
Holders Change
-5
Holders Change %
-3.33%
% of All Funds
3.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
58
Reduced
43
Closed
18
Calls
$456K
Puts
$1.06M
Net Calls
-$604K
Net Calls Change
-$239K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$22K +$12K +224 +107%
MOACM
127
Mutual of America Capital Management
New York
$21K +$17.4K +326 +418%
QCG
128
Quadrant Capital Group
Ohio
$14K
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$11K -$694 -13 -6%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$11K +$11.4K +214 New
TRCT
131
Tower Research Capital (TRC)
New York
$7K -$76.8K -1,438 -91%
SWP
132
Stratos Wealth Partners
Ohio
$7K +$7.04K +132 New
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.47K +140 New
ASN
134
Advisory Services Network
Georgia
$5K
PFBT
135
Parkside Financial Bank & Trust
Missouri
$5K
MAM
136
Meeder Asset Management
Ohio
$5K +$5.71K +107 New
GAM
137
Gemmer Asset Management
California
$4K
PFSC
138
Peoples Financial Services Corp
Pennsylvania
$4K
HAM
139
Highstreet Asset Management
Ontario, Canada
$3K +$2.94K +55 New
WAM
140
Wealthspire Advisors (Maryland)
Maryland
$2K
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.62K +49 New
JA
142
JOYN Advisors
Georgia
$1K -$694 -13 -52%
Rafferty Asset Management
143
Rafferty Asset Management
New York
-$5.23M -95,885 Closed
ARTA
144
A.R.T. Advisors
New York
-$603K -11,068 Closed
QSS
145
Quantitative Systematic Strategies
Florida
-$477K -8,744 Closed
Squarepoint
146
Squarepoint
New York
-$457K -8,376 Closed
MCM
147
Matarin Capital Management
New York
-$348K -6,390 Closed
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
-$297K -5,452 Closed
Two Sigma Investments
149
Two Sigma Investments
New York
-$261K -4,793 Closed
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
-$247K -4,531 Closed

UFCS Hedge Fund Activity: Q3 2018 in Review

145 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q3 2018, worth a combined $804M — down 5.9% from $854M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of UFCS and 14 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 58 added.

The largest buyer was Victory Capital Management, adding an estimated $5.84M. The largest seller was Rafferty Asset Management, exiting entirely with an estimated $5.23M sold.

  • 145 institutional investors held United Fire Group (UFCS) as of Q3 2018, down from 150 in Q2 2018.
  • Funds reported $804M of United Fire Group stock for Q3 2018, down 5.9% quarter-over-quarter.
  • 14 funds opened new United Fire Group positions in Q3 2018 and 18 closed out, a net change of -4 holders.
  • The largest United Fire Group buyer in Q3 2018 was Victory Capital Management, an estimated $5.84M added.
  • The largest United Fire Group seller in Q3 2018 was Rafferty Asset Management, an estimated $5.23M sold.

Based on aggregated 13F filings for Q3 2018.