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United Fire Group

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: 150145 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$122M +$1.04M +19,487 +0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$108M +$1.69M +31,730 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$106M +$2.78M +52,013 +3%
EARNEST Partners
4
EARNEST Partners
Georgia
$74.5M +$657K +12,302 +0.8%
State Street
5
State Street
Massachusetts
$32.3M +$3.21M +60,206 +10%
Northern Trust
6
Northern Trust
Illinois
$30.1M -$875K -16,388 -3%
Norges Bank
7
Norges Bank
Norway
$25.5M
SFM
8
Systematic Financial Management
New Jersey
$25.4M -$2.13M -39,957 -7%
New York State Common Retirement Fund
9
New York State Common Retirement Fund
New York
$18.1M +$320K +5,989 +2%
AR
10
Advisory Research
Illinois
$16.5M +$2.58M +48,345 +17%
Invesco
11
Invesco
Georgia
$15.1M +$1.29M +24,087 +9%
Ameriprise
12
Ameriprise
Minnesota
$14.5M +$325K +6,098 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$14.4M +$464K +8,697 +3%
Victory Capital Management
14
Victory Capital Management
Texas
$13.3M +$5.84M +109,420 +72%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$11.5M +$752K +14,081 +7%
MPI
16
Mairs & Power Inc
Minnesota
$9.94M
Renaissance Technologies
17
Renaissance Technologies
New York
$9.15M +$384K +7,200 +4%
Principal Financial Group
18
Principal Financial Group
Iowa
$8.95M +$359K +6,727 +4%
BAM
19
Burgundy Asset Management
Ontario, Canada
$7.75M -$552K -10,344 -6%
Wells Fargo
20
Wells Fargo
California
$7.33M +$119K +2,234 +2%
BCM
21
Bridgeway Capital Management
Texas
$7.09M
Charles Schwab
22
Charles Schwab
California
$6.98M +$905K +16,953 +14%
Bank of America
23
Bank of America
North Carolina
$6.06M +$518K +9,704 +9%
Comerica Bank
24
Comerica Bank
Texas
$5.93M +$972K +18,214 +18%
Morgan Stanley
25
Morgan Stanley
New York
$5.22M +$2.55M +47,728 +87%

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.