We are live on ! Find out more
UFCS icon

United Fire Group

127 hedge funds and large institutions have $518M invested in United Fire Group in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

0.5% less ownership

Funds ownership: 63.92%63.42% (-0.5%)

13% less funds holding

Funds holding: 146127 (-19)

26% less capital invested

Capital invested by funds: $700M → $518M (-$182M)

73% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 22

Holders
127
Holders Change
-19
Holders Change %
-13.01%
% of All Funds
2.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
50
Reduced
40
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$108M -$1.11M -27,363 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$75.1M +$1.92M +47,442 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$62.7M -$822K -20,270 -1%
EARNEST Partners
4
EARNEST Partners
Georgia
$51M +$1.59M +39,074 +3%
State Street
5
State Street
Massachusetts
$22.7M +$1.84M +45,263 +7%
Norges Bank
6
Norges Bank
Norway
$20.4M
Northern Trust
7
Northern Trust
Illinois
$19.7M +$110K +2,701 +0.4%
New York State Common Retirement Fund
8
New York State Common Retirement Fund
New York
$11.3M -$1.05K -26 -0%
SFM
9
Systematic Financial Management
New Jersey
$10.8M -$6.65M -163,777 -33%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$10.7M +$896K +22,087 +7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$9.91M -$116K -2,858 -0.9%
Ameriprise
12
Ameriprise
Minnesota
$8.83M +$772K +19,014 +8%
Charles Schwab
13
Charles Schwab
California
$6.49M +$525K +12,948 +7%
MPI
14
Mairs & Power Inc
Minnesota
$6.21M +$762K +18,791 +11%
Renaissance Technologies
15
Renaissance Technologies
New York
$6.1M +$544K +13,400 +8%
Principal Financial Group
16
Principal Financial Group
Iowa
$5.26M -$271K -6,679 -4%
Wells Fargo
17
Wells Fargo
California
$4.55M +$29.2K +719 +0.5%
BAM
18
Burgundy Asset Management
Ontario, Canada
$4.54M -$93.2K -2,296 -2%
Bank of America
19
Bank of America
North Carolina
$4.47M +$233K +5,736 +4%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$4.09M +$252K +6,200 +5%
MAM
21
Martingale Asset Management
Massachusetts
$3.77M +$36.5K +900 +0.8%
BCM
22
Bridgeway Capital Management
Texas
$3.52M -$860K -21,200 -16%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$3.45M +$1.49M +36,639 +53%
N
24
Nuveen
North Carolina
$2.92M +$48K +1,183 +1%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$2.56M +$193K +4,753 +6%

UFCS Hedge Fund Activity: Q1 2020 in Review

127 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q1 2020, worth a combined $518M — down 26% from $700M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of UFCS and 6 opened new positions — a net loss of 16 holders — while 40 trimmed existing stakes and 50 added.

The largest buyer was Vanguard Group, adding an estimated $1.92M. The largest seller was Systematic Financial Management, cutting an estimated $6.65M.

  • 127 institutional investors held United Fire Group (UFCS) as of Q1 2020, down from 146 in Q4 2019.
  • Funds reported $518M of United Fire Group stock for Q1 2020, down 26% quarter-over-quarter.
  • 6 funds opened new United Fire Group positions in Q1 2020 and 22 closed out, a net change of -16 holders.
  • The largest United Fire Group buyer in Q1 2020 was Vanguard Group, an estimated $1.92M added.
  • The largest United Fire Group seller in Q1 2020 was Systematic Financial Management, an estimated $6.65M sold.

Based on aggregated 13F filings for Q1 2020.