United Fire Group
UFCS
147 hedge funds and large institutions have $704M invested in United Fire Group in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 14 closing their positions.
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
5% more funds holding
Funds holding: 140 → 147 (+7)
1.64% more ownership
Funds ownership: 60.46% → 62.1% (+1.6%)
2% more capital invested
Capital invested by funds: $694M → $704M (+$10.8M)
10% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$5.96M |
| 2 |
PC
PhiloSmith Capital
Stamford,
Connecticut
|
+$3.89M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$2.83M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.57M |
| 5 |
MCM
Matarin Capital Management
New York
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.2M |
| 2 |
MWNA
Marshall Wace North America
New York
|
-$1.72M |
| 3 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$1.67M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$1.07M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$964K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Two Sigma Investments
New York
| – | -$508K | -11,085 | Closed |
|
|
HHC
152
Hutchin Hill Capital
New York
| – | -$458K | -10,000 | Closed |
|
|
TI
153
Trexquant Investment
Stamford,
Connecticut
| – | -$319K | -6,957 | Closed |
|
|
PIA
154
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$212K | -4,634 | Closed |
|
155
SG Americas Securities
New York
| – | -$163K | -3,564 | Closed |
|
|
TRCT
156
Tower Research Capital (TRC)
New York
| – | -$136K | -2,973 | Closed |
|
|
OSAM
157
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$41K | -893 | Closed |
|
|
TDC
158
Thompson Davis & Co
Richmond,
Virginia
| – | -$30K | -663 | Closed |
|
|
FPS
159
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$10K | -228 | Closed |
|
|
CG
160
Cutler Group
San Francisco,
California
| – | -$4K | -100 | Closed |
|
|
PG
161
PEAK6 Group
Chicago,
Illinois
| – | -$5K | -100 | Closed |
|
UFCS Hedge Fund Activity: Q4 2017 in Review
147 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q4 2017, worth a combined $704M — up 1.6% from $694M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new UFCS positions and 14 closed out — a net gain of 8 holders — while 45 added to existing stakes and 50 trimmed.
The largest buyer was Advisory Research, opening a new position worth an estimated $5.96M. The largest seller was Bank of America, cutting an estimated $2.2M.
- 147 institutional investors held United Fire Group (UFCS) as of Q4 2017, up from 140 in Q3 2017.
- Funds reported $704M of United Fire Group stock for Q4 2017, up 1.6% quarter-over-quarter.
- 22 funds opened new United Fire Group positions in Q4 2017 and 14 closed out, a net change of +8 holders.
- The largest United Fire Group buyer in Q4 2017 was Advisory Research, an estimated $5.96M added.
- The largest United Fire Group seller in Q4 2017 was Bank of America, an estimated $2.2M sold.
Based on aggregated 13F filings for Q4 2017.