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United Fire Group

121 hedge funds and large institutions have $438M invested in United Fire Group in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $227K | Put options by funds: $53K

31% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 36

0.21% less ownership

Funds ownership: 63.42%63.21% (-0.21%)

5% less funds holding

Funds holding: 127121 (-6)

15% less capital invested

Capital invested by funds: $518M → $438M (-$79.7M)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
121
Holders Change
-6
Holders Change %
-4.72%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
47
Reduced
36
Closed
18
Calls
$227K
Puts
$53K
Net Calls
+$174K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$91.9M +$234K +8,292 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$64.9M +$1.06M +37,424 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$51.6M -$1.73M -61,296 -3%
EARNEST Partners
4
EARNEST Partners
Georgia
$43.7M +$393K +13,934 +0.9%
State Street
5
State Street
Massachusetts
$19M -$270K -9,579 -1%
Norges Bank
6
Norges Bank
Norway
$17.3M
Northern Trust
7
Northern Trust
Illinois
$16.7M -$88.5K -3,137 -0.5%
New York State Common Retirement Fund
8
New York State Common Retirement Fund
New York
$9.53M -$57.5K -2,037 -0.6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$9.19M +$137K +4,867 +1%
SFM
10
Systematic Financial Management
New Jersey
$9.13M -$12.3K -436 -0.1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.63M +$212K +7,529 +2%
Charles Schwab
12
Charles Schwab
California
$5.56M +$46.5K +1,648 +0.8%
MPI
13
Mairs & Power Inc
Minnesota
$5.28M +$9.17K +325 +0.2%
Renaissance Technologies
14
Renaissance Technologies
New York
$4.63M -$565K -20,017 -11%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$4.59M +$1.13M +40,080 +32%
Principal Financial Group
16
Principal Financial Group
Iowa
$4.4M -$73.6K -2,609 -2%
Bank of America
17
Bank of America
North Carolina
$4.38M +$597K +21,180 +15%
Morgan Stanley
18
Morgan Stanley
New York
$4.33M +$2.72M +96,536 +162%
Wells Fargo
19
Wells Fargo
California
$4.15M +$281K +9,948 +7%
BAM
20
Burgundy Asset Management
Ontario, Canada
$3.84M -$14.7K -522 -0.4%
Ameriprise
21
Ameriprise
Minnesota
$3.54M -$4.03M -142,811 -53%
BCM
22
Bridgeway Capital Management
Texas
$3.42M +$437K +15,500 +14%
PPA
23
Parametric Portfolio Associates
Washington
$3.22M +$2.12M +75,238 +184%
MAM
24
Martingale Asset Management
Massachusetts
$3.21M
N
25
Nuveen
North Carolina
$2.47M -$9.14K -324 -0.4%

UFCS Hedge Fund Activity: Q2 2020 in Review

121 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q2 2020, worth a combined $438M — down 15% from $518M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of UFCS and 13 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $2.72M. The largest seller was Ameriprise, cutting an estimated $4.03M.

  • 121 institutional investors held United Fire Group (UFCS) as of Q2 2020, down from 127 in Q1 2020.
  • Funds reported $438M of United Fire Group stock for Q2 2020, down 15% quarter-over-quarter.
  • 13 funds opened new United Fire Group positions in Q2 2020 and 18 closed out, a net change of -5 holders.
  • The largest United Fire Group buyer in Q2 2020 was Morgan Stanley, an estimated $2.72M added.
  • The largest United Fire Group seller in Q2 2020 was Ameriprise, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2020.