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United Fire Group

153 hedge funds and large institutions have $903M invested in United Fire Group in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

12% more capital invested

Capital invested by funds: $804M → $903M (+$99.2M)

6% more funds holding

Funds holding: 145153 (+8)

1.81% more ownership

Funds ownership: 63.23%65.04% (+1.8%)

2% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 53

Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
52
Reduced
53
Closed
11
Calls
$953K
Puts
Net Calls
+$953K
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
126
Quantamental Technologies
New York
$50K +$46.9K +910 New
SEI Investments
127
SEI Investments
Pennsylvania
$48K +$44.3K +860 New
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$41K +$9.17K +178 +31%
FCMT
129
Founders Capital Management (Texas)
Texas
$39K +$36K +700 New
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$34K +$9.37K +182 +42%
LTFS
131
Ladenburg Thalmann Financial Services
Florida
$30K -$2.58K -50 -8%
MOACM
132
Mutual of America Capital Management
New York
$29K +$6.18K +120 +30%
AssetMark Inc
133
AssetMark Inc
California
$23K +$21.1K +409 New
SWA
134
Sutton Wealth Advisors
Florida
$15.2K -$15.1K -294 -52%
QCG
135
Quadrant Capital Group
Ohio
$14K
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$12K
Fidelity Investments
137
Fidelity Investments
Massachusetts
$12K
CAM
138
Cresset Asset Management
Illinois
$11K +$10.2K +198 New
PCM
139
Prelude Capital Management
New York
$9K +$8.19K +159 New
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$8K
PFBT
141
Parkside Financial Bank & Trust
Missouri
$6K
GAM
142
Gemmer Asset Management
California
$5K
PFSC
143
Peoples Financial Services Corp
Pennsylvania
$4K
WAM
144
Wealthspire Advisors (Maryland)
Maryland
$4K +$1.08K +21 +46%
HAM
145
Highstreet Asset Management
Ontario, Canada
$3K
JA
146
JOYN Advisors
Georgia
$3K +$1.75K +34 +283%
JCM
147
Julex Capital Management
Massachusetts
$2K +$2.32K +45 New
RCAG
148
Rehmann Capital Advisory Group
Michigan
$2K +$1.85K +36 New
ASN
149
Advisory Services Network
Georgia
$1K -$4.74K -92 -89%
AAMU
150
Amundi Asset Management US
Massachusetts
$139 +$129K +2,500 New