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United Fire Group

149 hedge funds and large institutions have $707M invested in United Fire Group in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 43

0.59% less ownership

Funds ownership: 65.04%64.46% (-0.59%)

3% less funds holding

Funds holding: 153149 (-4)

22% less capital invested

Capital invested by funds: $903M → $707M (-$196M)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

71% less call options, than puts

Call options by funds: $257K | Put options by funds: $883K

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
3.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
67
Reduced
43
Closed
16
Calls
$257K
Puts
$883K
Net Calls
-$626K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$135M +$6.5M +130,129 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$96.8M +$2.39M +47,784 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$89.4M -$2.9M -58,042 -3%
EARNEST Partners
4
EARNEST Partners
Georgia
$63.1M +$575K +11,514 +0.8%
State Street
5
State Street
Massachusetts
$26.6M -$601K -12,032 -2%
Northern Trust
6
Northern Trust
Illinois
$25.8M -$68.4K -1,368 -0.2%
Norges Bank
7
Norges Bank
Norway
$21.9M
SFM
8
Systematic Financial Management
New Jersey
$21.5M +$281K +5,632 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$16.4M +$4.67M +93,505 +33%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$15.4M
Invesco
11
Invesco
Georgia
$14.8M +$1.5M +29,964 +10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$11.8M +$940K +18,800 +7%
Ameriprise
13
Ameriprise
Minnesota
$10.6M +$89.5K +1,791 +0.7%
AR
14
Advisory Research
Illinois
$9.12M -$9.38M -187,695 -47%
Principal Financial Group
15
Principal Financial Group
Iowa
$7.79M -$76K -1,521 -0.8%
Renaissance Technologies
16
Renaissance Technologies
New York
$7.58M -$815K -16,300 -9%
Charles Schwab
17
Charles Schwab
California
$7.38M +$1.05M +21,043 +14%
Victory Capital Management
18
Victory Capital Management
Texas
$6.85M -$5.81M -116,300 -43%
Wells Fargo
19
Wells Fargo
California
$6.61M -$260K -5,211 -3%
MPI
20
Mairs & Power Inc
Minnesota
$6.53M -$581K -11,620 -7%
BAM
21
Burgundy Asset Management
Ontario, Canada
$6.08M -$720K -14,410 -9%
BCM
22
Bridgeway Capital Management
Texas
$5.64M
Bank of America
23
Bank of America
North Carolina
$5.53M -$413K -8,259 -6%
MAM
24
Martingale Asset Management
Massachusetts
$4.47M +$1.22M +24,500 +31%
TCIM
25
TIAA CREF Investment Management
New York
$2.98M +$12K +240 +0.4%

UFCS Hedge Fund Activity: Q1 2019 in Review

149 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q1 2019, worth a combined $707M — down 22% from $903M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UFCS and 12 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 67 added.

The largest buyer was BlackRock, adding an estimated $6.5M. The largest seller was Advisory Research, cutting an estimated $9.38M.

  • 149 institutional investors held United Fire Group (UFCS) as of Q1 2019, down from 153 in Q4 2018.
  • Funds reported $707M of United Fire Group stock for Q1 2019, down 22% quarter-over-quarter.
  • 12 funds opened new United Fire Group positions in Q1 2019 and 16 closed out, a net change of -4 holders.
  • The largest United Fire Group buyer in Q1 2019 was BlackRock, an estimated $6.5M added.
  • The largest United Fire Group seller in Q1 2019 was Advisory Research, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2019.