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United Fire Group

126 hedge funds and large institutions have $428M invested in United Fire Group in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% less ownership

Funds ownership: 62.44%61.78% (-0.66%)

2% less funds holding

Funds holding: 129126 (-3)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

21% less capital invested

Capital invested by funds: $544M → $428M (-$117M)

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
2.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
38
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.5M -$380K -12,189 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$66.7M +$2.25M +72,285 +3%
EARNEST Partners
3
EARNEST Partners
Georgia
$51M +$188K +6,046 +0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$46.4M -$1.07M -34,496 -2%
State Street
5
State Street
Massachusetts
$20.8M +$866K +27,797 +4%
RA
6
Royce & Associates
New York
$13.8M -$336K -10,800 -2%
Bank of America
7
Bank of America
North Carolina
$12.3M +$690K +22,145 +5%
Northern Trust
8
Northern Trust
Illinois
$11.2M -$350K -11,242 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$10.1M +$266K +8,527 +2%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$9.36M -$67K -2,153 -0.6%
Wells Fargo
11
Wells Fargo
California
$7.04M -$1.61M -51,582 -17%
Charles Schwab
12
Charles Schwab
California
$6.83M +$488K +15,679 +7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.54M -$491K -15,772 -6%
Invesco
14
Invesco
Georgia
$4.36M +$620K +19,925 +15%
Principal Financial Group
15
Principal Financial Group
Iowa
$4.14M +$35K +1,125 +0.8%
PPA
16
Parametric Portfolio Associates
Washington
$3.88M -$97.6K -3,135 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.77M +$2.83M +90,945 +202%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$3.45M +$1.06M +34,157 +38%
Morgan Stanley
19
Morgan Stanley
New York
$3.01M -$1.57M -50,480 -32%
BCM
20
Bridgeway Capital Management
Texas
$2.87M
Ameriprise
21
Ameriprise
Minnesota
$2.67M -$351K -11,263 -10%
N
22
Nuveen
North Carolina
$2.57M -$273K -8,780 -9%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$1.97M -$136K -4,366 -6%
Norges Bank
24
Norges Bank
Norway
$1.87M -$1.78M -57,303 -46%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$1.69M -$285K -9,163 -13%

UFCS Hedge Fund Activity: Q2 2021 in Review

126 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q2 2021, worth a combined $428M — down 21% from $544M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UFCS and 13 opened new positions — a net loss of 3 holders — while 47 trimmed existing stakes and 38 added.

The largest buyer was Royal Bank of Canada, adding an estimated $2.83M. The largest seller was Systematic Financial Management, cutting an estimated $3.72M.

  • 126 institutional investors held United Fire Group (UFCS) as of Q2 2021, down from 129 in Q1 2021.
  • Funds reported $428M of United Fire Group stock for Q2 2021, down 21% quarter-over-quarter.
  • 13 funds opened new United Fire Group positions in Q2 2021 and 16 closed out, a net change of -3 holders.
  • The largest United Fire Group buyer in Q2 2021 was Royal Bank of Canada, an estimated $2.83M added.
  • The largest United Fire Group seller in Q2 2021 was Systematic Financial Management, an estimated $3.72M sold.

Based on aggregated 13F filings for Q2 2021.