United Fire Group
UFCS
129 hedge funds and large institutions have $544M invested in United Fire Group in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 55 reducing their positions, and 11 closing their positions.
91% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 11
39% more capital invested
Capital invested by funds: $393M → $544M (+$152M)
8% more funds holding
Funds holding: 120 → 129 (+9)
0.08% less ownership
Funds ownership: 62.52% → 62.44% (-0.08%)
51% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.95M |
| 2 |
RA
Royce & Associates
New York
|
+$8.35M |
| 3 |
BlackRock
New York
|
+$5.74M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
+$5.54M |
| 5 |
Morgan Stanley
New York
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$7.81M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$5.15M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$5.07M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$3M |
| 5 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
-$2.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFO
126
Tarbox Family Office
Newport Beach,
California
| $1K | – | – | – |
|
|
AIG
127
American International Group
New York
| $488 | -$5.01K | -159 | -1% |
|
128
Nisa Investment Advisors
St. Louis,
Missouri
| $442 | – | – | – |
|
129
Citadel Advisors
Miami,
Florida
| – | -$642K | -25,615 | Closed |
|
|
GCP
130
GSA Capital Partners
London,
United Kingdom
| – | -$615K | -24,513 | Closed |
|
|
EGM
131
Engineers Gate Manager
New York
| – | -$548K | -21,850 | Closed |
|
132
Squarepoint
New York
| – | -$255K | -10,158 | Closed |
|
|
MSA
133
Mason Street Advisors
Milwaukee,
Wisconsin
| – | -$201K | -8,027 | Closed |
|
134
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$45K | -1,793 | Closed |
|
|
FTDI
135
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$42K | -1,692 | Closed |
|
|
VCG
136
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$41K | -1,650 | Closed |
|
|
PWPS
137
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$18K | -721 | Closed |
|
|
TF
138
Tompkins Financial
Ithaca,
New York
| – | -$1K | -22 | Closed |
|
UFCS Hedge Fund Activity: Q1 2021 in Review
129 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q1 2021, worth a combined $544M — up 39% from $393M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new UFCS positions and 11 closed out — a net gain of 10 holders — while 27 added to existing stakes and 55 trimmed.
The largest buyer was Bank of America, adding an estimated $8.95M. The largest seller was Norges Bank, cutting an estimated $7.81M.
- 129 institutional investors held United Fire Group (UFCS) as of Q1 2021, up from 120 in Q4 2020.
- Funds reported $544M of United Fire Group stock for Q1 2021, up 39% quarter-over-quarter.
- 21 funds opened new United Fire Group positions in Q1 2021 and 11 closed out, a net change of +10 holders.
- The largest United Fire Group buyer in Q1 2021 was Bank of America, an estimated $8.95M added.
- The largest United Fire Group seller in Q1 2021 was Norges Bank, an estimated $7.81M sold.
Based on aggregated 13F filings for Q1 2021.