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United Fire Group
UFCS

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: 150 → 145 (-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

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$5.84M
2
State Street
State Street
Massachusetts
+$3.21M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.78M
4
AR
Advisory Research
Illinois
+$2.58M
5
Morgan Stanley
Morgan Stanley
New York
+$2.55M

Top Sellers

Rank Fund Capital Flow
1
Rafferty Asset Management
Rafferty Asset Management
New York
-$5.23M
2
QI
QS Investors
New York
-$2.34M
3
TCIM
TIAA CREF Investment Management
New York
-$2.19M
4
SFM
Systematic Financial Management
New Jersey
-$2.13M
5
Deutsche Bank
Deutsche Bank
Germany
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
151
Oxford Asset Management
United Kingdom
– -$239K -4,393 Closed
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
– -$234K -4,298 Closed
SFI
153
Susquehanna Fundamental Investments
Pennsylvania
– -$234K -4,296 Closed
JMPWA
154
JP Morgan Private Wealth Advisors
California
– -$221K -4,062 Closed
EMG
155
Ellington Management Group
Connecticut
– -$210K -3,849 Closed
Simplex Trading
156
Simplex Trading
Illinois
– -$89K -1,668 Closed
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
– -$27K -493 Closed
Macquarie Group
158
Macquarie Group
Australia
– -$16K -300 Closed
HIM
159
Hillsdale Investment Management
Ontario, Canada
– -$8K -140 Closed
SPIA
160
Steward Partners Investment Advisory
New York
– -$2K -28 Closed
HNB
161
Huntington National Bank
Ohio
– +$107 +2 New
CIR
162
Clear Investment Research
Georgia
– +$320 +6 New
CAG
163
Csenge Advisory Group
Florida
– +$374 +7 New
3 4 5 6
7

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.