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United Fire Group

119 hedge funds and large institutions have $468M invested in United Fire Group in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

6% more capital invested

Capital invested by funds: $439M → $468M (+$28.2M)

2% more funds holding

Funds holding: 117119 (+2)

Holders
119
Holders Change
+2
Holders Change %
+1.71%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
45
Reduced
37
Closed
6
Calls
$292K
Puts
Net Calls
+$292K
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$67.6M -$106K -3,610 -0.2%
EARNEST Partners
2
EARNEST Partners
Georgia
$56.4M -$5.8M -197,758 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$43M +$1.63M +55,480 +4%
BFA
4
BlackRock Fund Advisors
California
$38.7M +$1.54M +52,494 +5%
SFM
5
Systematic Financial Management
New Jersey
$28.9M -$779K -26,550 -3%
BIT
6
BlackRock Institutional Trust
California
$19.3M +$298K +10,167 +2%
Ameriprise
7
Ameriprise
Minnesota
$17M +$647K +22,047 +4%
Northern Trust
8
Northern Trust
Illinois
$15.9M +$252K +8,578 +2%
State Street
9
State Street
Massachusetts
$13.2M +$360K +12,265 +3%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$12M
DGHMC
11
Dalton, Greiner, Hartman, Maher & Co
New York
$11M +$1.31M +44,727 +15%
Norges Bank
12
Norges Bank
Norway
$9.05M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.92M +$46.3K +1,578 +0.6%
Prudential Financial
14
Prudential Financial
New Jersey
$6.82M +$4.91M +167,425 +354%
Macquarie Group
15
Macquarie Group
Australia
$6.7M +$1.21M +41,256 +24%
MPI
16
Mairs & Power Inc
Minnesota
$6.54M +$948K +32,299 +19%
KCM
17
Kennedy Capital Management
Missouri
$5.52M +$199K +6,768 +4%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$5.33M
RA
19
Royce & Associates
New York
$4.55M +$55.8K +1,900 +1%
GLA
20
Great Lakes Advisors
Illinois
$4.49M +$987K +33,620 +31%
Wells Fargo
21
Wells Fargo
California
$4.39M -$66.2K -2,255 -2%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.13M +$76.9K +2,620 +2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$4.12M +$181K +6,169 +5%
BCM
24
Bridgeway Capital Management
Texas
$3.81M +$7.34K +250 +0.2%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.41M +$666K +22,675 +27%

UFCS Hedge Fund Activity: Q1 2015 in Review

119 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q1 2015, worth a combined $468M — up 6.4% from $439M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UFCS positions and 6 closed out — a net gain of 4 holders — while 45 added to existing stakes and 37 trimmed.

The largest buyer was Prudential Financial, adding an estimated $4.91M. The largest seller was American Century Companies, cutting an estimated $6.97M.

  • 119 institutional investors held United Fire Group (UFCS) as of Q1 2015, up from 117 in Q4 2014.
  • Funds reported $468M of United Fire Group stock for Q1 2015, up 6.4% quarter-over-quarter.
  • 10 funds opened new United Fire Group positions in Q1 2015 and 6 closed out, a net change of +4 holders.
  • The largest United Fire Group buyer in Q1 2015 was Prudential Financial, an estimated $4.91M added.
  • The largest United Fire Group seller in Q1 2015 was American Century Companies, an estimated $6.97M sold.

Based on aggregated 13F filings for Q1 2015.