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United Fire Group

129 hedge funds and large institutions have $544M invested in United Fire Group in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

39% more capital invested

Capital invested by funds: $393M → $544M (+$152M)

8% more funds holding

Funds holding: 120129 (+9)

0.08% less ownership

Funds ownership: 62.52%62.44% (-0.08%)

51% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 55

Holders
129
Holders Change
+9
Holders Change %
+7.5%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
27
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$123M +$5.74M +182,072 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$81.2M -$420K -13,336 -0.6%
EARNEST Partners
3
EARNEST Partners
Georgia
$63.8M +$5.54M +175,658 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$59.4M -$1.84M -58,244 -3%
State Street
5
State Street
Massachusetts
$25.1M +$824K +26,121 +4%
RA
6
Royce & Associates
New York
$17.7M +$8.35M +264,685 +108%
Bank of America
7
Bank of America
North Carolina
$14.7M +$8.95M +283,752 +207%
Northern Trust
8
Northern Trust
Illinois
$14.5M -$5.15M -163,252 -28%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.3M +$988K +31,329 +10%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$11.8M -$41K -1,300 -0.4%
Wells Fargo
11
Wells Fargo
California
$10.6M +$1.28M +40,568 +15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$8.75M +$347K +11,011 +5%
Charles Schwab
13
Charles Schwab
California
$8.03M +$325K +10,319 +5%
SFM
14
Systematic Financial Management
New Jersey
$5.65M -$5.07M -160,881 -50%
Morgan Stanley
15
Morgan Stanley
New York
$5.53M +$1.32M +41,938 +36%
Principal Financial Group
16
Principal Financial Group
Iowa
$5.16M +$6.31K +200 +0.1%
PPA
17
Parametric Portfolio Associates
Washington
$4.98M +$12.1K +383 +0.3%
Invesco
18
Invesco
Georgia
$4.78M +$955K +30,300 +28%
Norges Bank
19
Norges Bank
Norway
$4.34M -$7.81M -247,643 -67%
Ameriprise
20
Ameriprise
Minnesota
$3.74M -$137K -4,344 -4%
BCM
21
Bridgeway Capital Management
Texas
$3.6M -$631K -20,000 -16%
N
22
Nuveen
North Carolina
$3.52M -$4.54K -144 -0.1%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$3.14M +$80.8K +2,562 +3%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$2.63M +$54.5K +1,730 +2%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$2.44M -$975K -30,933 -31%

UFCS Hedge Fund Activity: Q1 2021 in Review

129 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q1 2021, worth a combined $544M — up 39% from $393M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UFCS positions and 11 closed out — a net gain of 10 holders — while 27 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $8.95M. The largest seller was Norges Bank, cutting an estimated $7.81M.

  • 129 institutional investors held United Fire Group (UFCS) as of Q1 2021, up from 120 in Q4 2020.
  • Funds reported $544M of United Fire Group stock for Q1 2021, up 39% quarter-over-quarter.
  • 21 funds opened new United Fire Group positions in Q1 2021 and 11 closed out, a net change of +10 holders.
  • The largest United Fire Group buyer in Q1 2021 was Bank of America, an estimated $8.95M added.
  • The largest United Fire Group seller in Q1 2021 was Norges Bank, an estimated $7.81M sold.

Based on aggregated 13F filings for Q1 2021.