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United Fire Group

148 hedge funds and large institutions have $744M invested in United Fire Group in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

0.94% less ownership

Funds ownership: 63.62%62.68% (-0.94%)

4% less capital invested

Capital invested by funds: $777M → $744M (-$33.3M)

5% less funds holding

Funds holding: 156148 (-8)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

92% less call options, than puts

Call options by funds: $169K | Put options by funds: $2.05M

Holders
148
Holders Change
-8
Holders Change %
-5.13%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
56
Reduced
47
Closed
14
Calls
$169K
Puts
$2.05M
Net Calls
-$1.88M
Net Calls Change
+$287K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$150M +$2.82M +59,277 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$103M +$75.3K +1,583 +0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$91.9M -$1.67M -35,134 -2%
EARNEST Partners
4
EARNEST Partners
Georgia
$68.5M +$9.84K +207 +0%
Norges Bank
5
Norges Bank
Norway
$30.2M +$3.24M +68,207 +12%
State Street
6
State Street
Massachusetts
$28.7M -$154K -3,237 -0.5%
Northern Trust
7
Northern Trust
Illinois
$28.4M +$355K +7,466 +1%
SFM
8
Systematic Financial Management
New Jersey
$23.7M +$552K +11,615 +2%
New York State Common Retirement Fund
9
New York State Common Retirement Fund
New York
$16.4M -$99.4K -2,091 -0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$14.1M +$308K +6,474 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$13.9M -$245K -5,143 -2%
Ameriprise
12
Ameriprise
Minnesota
$12.2M +$131K +2,763 +1%
Charles Schwab
13
Charles Schwab
California
$8.41M +$410K +8,632 +5%
MPI
14
Mairs & Power Inc
Minnesota
$8.05M +$2.38K +50 +0%
Renaissance Technologies
15
Renaissance Technologies
New York
$8.01M +$665K +13,983 +9%
Principal Financial Group
16
Principal Financial Group
Iowa
$7.96M -$118K -2,482 -1%
AR
17
Advisory Research
Illinois
$7.35M -$10.7K -226 -0.1%
Bank of America
18
Bank of America
North Carolina
$7.01M +$662K +13,927 +10%
Wells Fargo
19
Wells Fargo
California
$6.82M -$35.8K -753 -0.5%
BAM
20
Burgundy Asset Management
Ontario, Canada
$6.67M +$106K +2,228 +2%
BCM
21
Bridgeway Capital Management
Texas
$6.06M
MAM
22
Martingale Asset Management
Massachusetts
$5.24M +$314K +6,600 +6%
Invesco
23
Invesco
Georgia
$4.76M -$607K -12,759 -11%
N
24
Nuveen
North Carolina
$4.01M -$803K -16,891 -17%
Morgan Stanley
25
Morgan Stanley
New York
$3.69M -$3.47M -72,927 -48%

UFCS Hedge Fund Activity: Q3 2019 in Review

148 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q3 2019, worth a combined $744M — down 4.3% from $777M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UFCS and 6 opened new positions — a net loss of 8 holders — while 47 trimmed existing stakes and 56 added.

The largest buyer was Norges Bank, adding an estimated $3.24M. The largest seller was Victory Capital Management, cutting an estimated $5.82M.

  • 148 institutional investors held United Fire Group (UFCS) as of Q3 2019, down from 156 in Q2 2019.
  • Funds reported $744M of United Fire Group stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 6 funds opened new United Fire Group positions in Q3 2019 and 14 closed out, a net change of -8 holders.
  • The largest United Fire Group buyer in Q3 2019 was Norges Bank, an estimated $3.24M added.
  • The largest United Fire Group seller in Q3 2019 was Victory Capital Management, an estimated $5.82M sold.

Based on aggregated 13F filings for Q3 2019.