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United Fire Group

117 hedge funds and large institutions have $439M invested in United Fire Group in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $414M → $439M (+$25.2M)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

8% less funds holding

Funds holding: 127117 (-10)

11% less call options, than puts

Call options by funds: $208K | Put options by funds: $235K

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
117
Holders Change
-10
Holders Change %
-7.87%
% of All Funds
3.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
40
Reduced
41
Closed
16
Calls
$208K
Puts
$235K
Net Calls
-$27K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$63.3M -$494K -16,807 -0.8%
EARNEST Partners
2
EARNEST Partners
Georgia
$58.6M -$512K -17,403 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$38.6M +$561K +19,077 +1%
BFA
4
BlackRock Fund Advisors
California
$34.7M +$3.53M +119,990 +11%
SFM
5
Systematic Financial Management
New Jersey
$27.8M -$5.23M -178,099 -16%
BIT
6
BlackRock Institutional Trust
California
$17.7M -$103K -3,501 -0.6%
Ameriprise
7
Ameriprise
Minnesota
$15.3M -$136K -4,631 -0.9%
Northern Trust
8
Northern Trust
Illinois
$14.6M -$117K -3,997 -0.8%
State Street
9
State Street
Massachusetts
$11.9M -$137K -4,645 -1%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$11.2M
DGHMC
11
Dalton, Greiner, Hartman, Maher & Co
New York
$8.99M +$77.5K +2,637 +0.9%
Norges Bank
12
Norges Bank
Norway
$8.47M +$735K +24,994 +10%
American Century Companies
13
American Century Companies
Missouri
$7.73M -$1.49M -50,670 -16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.36M -$44.6K -1,517 -0.6%
MPI
15
Mairs & Power Inc
Minnesota
$5.16M +$1.21M +41,332 +31%
Macquarie Group
16
Macquarie Group
Australia
$5.04M +$799K +27,182 +19%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$4.99M +$541K +18,409 +12%
KCM
18
Kennedy Capital Management
Missouri
$4.96M +$336K +11,426 +7%
RA
19
Royce & Associates
New York
$4.2M +$23.5K +800 +0.6%
Wells Fargo
20
Wells Fargo
California
$4.17M -$187K -6,379 -4%
Principal Financial Group
21
Principal Financial Group
Iowa
$3.79M +$617 +21 +0%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$3.67M +$115K +3,921 +3%
BCM
23
Bridgeway Capital Management
Texas
$3.56M
GLA
24
Great Lakes Advisors
Illinois
$3.2M +$828K +28,178 +35%
TCIM
25
TIAA CREF Investment Management
New York
$2.73M -$26.5K -903 -1%

UFCS Hedge Fund Activity: Q4 2014 in Review

117 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q4 2014, worth a combined $439M — up 6.1% from $414M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UFCS and 10 opened new positions — a net loss of 6 holders — while 41 trimmed existing stakes and 40 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $3.53M. The largest seller was Systematic Financial Management, cutting an estimated $5.23M.

  • 117 institutional investors held United Fire Group (UFCS) as of Q4 2014, down from 127 in Q3 2014.
  • Funds reported $439M of United Fire Group stock for Q4 2014, up 6.1% quarter-over-quarter.
  • 10 funds opened new United Fire Group positions in Q4 2014 and 16 closed out, a net change of -6 holders.
  • The largest United Fire Group buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $3.53M added.
  • The largest United Fire Group seller in Q4 2014 was Systematic Financial Management, an estimated $5.23M sold.

Based on aggregated 13F filings for Q4 2014.