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United Fire Group

148 hedge funds and large institutions have $744M invested in United Fire Group in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

0.94% less ownership

Funds ownership: 63.62%62.68% (-0.94%)

4% less capital invested

Capital invested by funds: $777M → $744M (-$33.3M)

5% less funds holding

Funds holding: 156148 (-8)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

92% less call options, than puts

Call options by funds: $169K | Put options by funds: $2.05M

Holders
148
Holders Change
-8
Holders Change %
-5.13%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
56
Reduced
47
Closed
14
Calls
$169K
Puts
$2.05M
Net Calls
-$1.88M
Net Calls Change
+$287K
Name Holding Trade Value Shares
Change
Change in
Stake
EW
126
Evoke Wealth
California
$22.7K +$23K +484 New
VFA
127
Valeo Financial Advisors
Indiana
$14K +$65.7K +1,382 New
SWA
128
Sutton Wealth Advisors
Florida
$12.9K
AF
129
Advisornet Financial
Minnesota
$11K
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$10K -$143 -3 -1%
FBT
131
First Bank & Trust
South Dakota
$7K
TRCT
132
Tower Research Capital (TRC)
New York
$6K +$5.8K +122 New
Fidelity Investments
133
Fidelity Investments
Massachusetts
$4K
GAM
134
Gemmer Asset Management
California
$4K
PFSC
135
Peoples Financial Services Corp
Pennsylvania
$4K
LWA
136
Lenox Wealth Advisors
New York
$4K +$3.99K +84 New
FPS
137
Fieldpoint Private Securities
Connecticut
$3K -$7.28K -153 -73%
HAM
138
Highstreet Asset Management
Ontario, Canada
$3K
RCAG
139
Rehmann Capital Advisory Group
Michigan
$2.3K -$238 -5 -9%
PFBT
140
Parkside Financial Bank & Trust
Missouri
$2K
CFGS
141
Concourse Financial Group Securities
Alabama
$2K +$808 +17 +53%
HGWM
142
Harvest Group Wealth Management
Massachusetts
$1K -$1.14K -24 -52%
TFO
143
Tarbox Family Office
California
$1K -$523 -11 -37%
GT
144
Glenmede Trust
Pennsylvania
$12 +$7.84K +165 +172%
Arrowstreet Capital
145
Arrowstreet Capital
Massachusetts
-$1.73M -35,601 Closed
Canada Life
146
Canada Life
Manitoba, Canada
-$1.45M -29,893 Closed
CEP
147
Chicago Equity Partners
Illinois
-$795K -16,406 Closed
Los Angeles Capital Management
148
Los Angeles Capital Management
California
-$757K -15,625 Closed
Assenagon Asset Management
149
Assenagon Asset Management
Luxembourg
-$547K -11,283 Closed
EGM
150
Engineers Gate Manager
New York
-$400K -8,256 Closed

UFCS Hedge Fund Activity: Q3 2019 in Review

148 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q3 2019, worth a combined $744M — down 4.3% from $777M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UFCS and 6 opened new positions — a net loss of 8 holders — while 47 trimmed existing stakes and 56 added.

The largest buyer was Norges Bank, adding an estimated $3.24M. The largest seller was Victory Capital Management, cutting an estimated $5.82M.

  • 148 institutional investors held United Fire Group (UFCS) as of Q3 2019, down from 156 in Q2 2019.
  • Funds reported $744M of United Fire Group stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 6 funds opened new United Fire Group positions in Q3 2019 and 14 closed out, a net change of -8 holders.
  • The largest United Fire Group buyer in Q3 2019 was Norges Bank, an estimated $3.24M added.
  • The largest United Fire Group seller in Q3 2019 was Victory Capital Management, an estimated $5.82M sold.

Based on aggregated 13F filings for Q3 2019.