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United Fire Group

132 hedge funds and large institutions have $456M invested in United Fire Group in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $430M → $456M (+$26.9M)

6% more funds holding

Funds holding: 125132 (+7)

27% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 51

Holders
132
Holders Change
+7
Holders Change %
+5.6%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
37
Reduced
51
Closed
8
Calls
$21K
Puts
Net Calls
+$21K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$65.2M -$52.7K -1,877 -0.1%
EARNEST Partners
2
EARNEST Partners
Georgia
$59.5M -$2.97M -105,933 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.8M +$701K +24,991 +2%
BFA
4
BlackRock Fund Advisors
California
$35.4M +$91.7K +3,268 +0.3%
SFM
5
Systematic Financial Management
New Jersey
$32.6M +$2.12M +75,685 +8%
BIT
6
BlackRock Institutional Trust
California
$18.7M +$263K +9,357 +2%
Northern Trust
7
Northern Trust
Illinois
$15.7M -$525K -18,690 -3%
Ameriprise
8
Ameriprise
Minnesota
$13.4M +$400K +14,248 +3%
State Street
9
State Street
Massachusetts
$12.9M +$242K +8,633 +2%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$11.5M
Millennium Management
11
Millennium Management
New York
$9.9M -$216K -7,678 -2%
American Century Companies
12
American Century Companies
Missouri
$9.76M -$439K -15,623 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.61M -$1.18M -42,121 -14%
Norges Bank
14
Norges Bank
Norway
$6.83M
Wells Fargo
15
Wells Fargo
California
$4.94M -$211K -7,534 -4%
KCM
16
Kennedy Capital Management
Missouri
$4.17M +$3.86M +137,512 New
Principal Financial Group
17
Principal Financial Group
Iowa
$3.97M +$132K +4,710 +4%
RA
18
Royce & Associates
New York
$3.88M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$3.69M +$186K +6,644 +6%
BCM
20
Bridgeway Capital Management
Texas
$3.63M
PAM
21
Panagora Asset Management
Massachusetts
$3.18M -$31.1K -1,108 -1%
MC
22
Menta Capital
California
$3.18M +$1.27M +45,101 +76%
FIM
23
Foresters Investment Management
New York
$3M +$15.4K +550 +0.6%
Macquarie Group
24
Macquarie Group
Australia
$2.99M +$853K +30,390 +45%
TCIM
25
TIAA CREF Investment Management
New York
$2.96M -$74.1K -2,640 -3%

UFCS Hedge Fund Activity: Q1 2014 in Review

132 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q1 2014, worth a combined $456M — up 6.3% from $430M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UFCS positions and 8 closed out — a net gain of 7 holders — while 37 added to existing stakes and 51 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $3.86M. The largest seller was EARNEST Partners, cutting an estimated $2.97M.

  • 132 institutional investors held United Fire Group (UFCS) as of Q1 2014, up from 125 in Q4 2013.
  • Funds reported $456M of United Fire Group stock for Q1 2014, up 6.3% quarter-over-quarter.
  • 15 funds opened new United Fire Group positions in Q1 2014 and 8 closed out, a net change of +7 holders.
  • The largest United Fire Group buyer in Q1 2014 was Kennedy Capital Management, an estimated $3.86M added.
  • The largest United Fire Group seller in Q1 2014 was EARNEST Partners, an estimated $2.97M sold.

Based on aggregated 13F filings for Q1 2014.