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United Fire Group

142 hedge funds and large institutions have $658M invested in United Fire Group in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 42

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.73% less ownership

Funds ownership: 61.17%60.44% (-0.73%)

3% less funds holding

Funds holding: 146142 (-4)

14% less capital invested

Capital invested by funds: $762M → $658M (-$104M)

Holders
142
Holders Change
-4
Holders Change %
-2.74%
% of All Funds
3.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
55
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$103M +$108M +2,399,998 +42,903%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$91.7M -$203K -4,525 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$79.9M +$6.08M +135,228 +8%
EARNEST Partners
4
EARNEST Partners
Georgia
$58.4M -$990K -22,023 -2%
Northern Trust
5
Northern Trust
Illinois
$25.7M +$735K +16,346 +3%
SFM
6
Systematic Financial Management
New Jersey
$22.5M -$1.86M -41,428 -7%
State Street
7
State Street
Massachusetts
$21.5M +$1.11M +24,742 +5%
Norges Bank
8
Norges Bank
Norway
$18.9M +$2.93M +65,306 +17%
New York State Common Retirement Fund
9
New York State Common Retirement Fund
New York
$14.8M +$45 +1 +0%
Ameriprise
10
Ameriprise
Minnesota
$13.7M -$706K -15,707 -5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$12.9M -$4.35M -96,863 -24%
DGHMC
12
Dalton, Greiner, Hartman, Maher & Co
New York
$11.2M +$360K +8,015 +3%
MPI
13
Mairs & Power Inc
Minnesota
$10.4M +$1.09M +24,290 +11%
Invesco
14
Invesco
Georgia
$10.2M +$1.37M +30,454 +15%
Macquarie Group
15
Macquarie Group
Australia
$9.8M -$7.17M -159,477 -41%
AQR Capital Management
16
AQR Capital Management
Connecticut
$8.06M -$651K -14,484 -7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$7.56M +$612K +13,613 +8%
Principal Financial Group
18
Principal Financial Group
Iowa
$7.37M +$59.7K +1,328 +0.8%
BCM
19
Bridgeway Capital Management
Texas
$5.97M
GLA
20
Great Lakes Advisors
Illinois
$5.72M +$1.61M +35,912 +37%
Wells Fargo
21
Wells Fargo
California
$5.55M -$284K -6,313 -5%
Millennium Management
22
Millennium Management
New York
$4.82M +$5.06M +112,614 New
Bank of America
23
Bank of America
North Carolina
$4.67M +$1.4M +31,231 +40%
JP Morgan Chase
24
JP Morgan Chase
New York
$4.5M -$1.47M -32,665 -24%
Charles Schwab
25
Charles Schwab
California
$4.03M +$680K +15,134 +19%

UFCS Hedge Fund Activity: Q1 2017 in Review

142 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q1 2017, worth a combined $658M — down 14% from $762M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UFCS positions and 11 closed out — a net gain of 1 holder — while 55 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $108M. The largest seller was Macquarie Group, cutting an estimated $7.17M.

  • 142 institutional investors held United Fire Group (UFCS) as of Q1 2017, down from 146 in Q4 2016.
  • Funds reported $658M of United Fire Group stock for Q1 2017, down 14% quarter-over-quarter.
  • 12 funds opened new United Fire Group positions in Q1 2017 and 11 closed out, a net change of +1 holder.
  • The largest United Fire Group buyer in Q1 2017 was BlackRock, an estimated $108M added.
  • The largest United Fire Group seller in Q1 2017 was Macquarie Group, an estimated $7.17M sold.

Based on aggregated 13F filings for Q1 2017.