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United Fire Group

126 hedge funds and large institutions have $353M invested in United Fire Group in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $351M → $353M (+$2.02M)

0.2% less ownership

Funds ownership: 60.8%60.6% (-0.2%)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

2% less funds holding

Funds holding: 128126 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $401K

Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
41
Reduced
43
Closed
19
Calls
Puts
$401K
Net Calls
-$401K
Net Calls Change
+$190K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$82M +$1.14M +50,612 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$57.4M +$796K +35,430 +1%
EARNEST Partners
3
EARNEST Partners
Georgia
$41.6M +$446K +19,869 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$36M -$1.24M -55,392 -3%
State Street
5
State Street
Massachusetts
$17.7M +$485K +21,599 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$8.49M +$277K +12,316 +3%
Bank of America
7
Bank of America
North Carolina
$8.45M -$2.32M -103,417 -22%
Northern Trust
8
Northern Trust
Illinois
$6.96M -$1.37M -60,849 -17%
New York State Common Retirement Fund
9
New York State Common Retirement Fund
New York
$6.55M -$1.12M -50,007 -15%
Charles Schwab
10
Charles Schwab
California
$6.47M +$413K +18,368 +7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$6.05M +$490K +21,818 +9%
Invesco
12
Invesco
Georgia
$5.24M +$1.86M +82,868 +58%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$4.37M +$4.24M +188,645 New
PPA
14
Parametric Portfolio Associates
Washington
$4.16M +$1.02M +45,399 +34%
Morgan Stanley
15
Morgan Stanley
New York
$3.67M +$1,000K +44,495 +39%
BCM
16
Bridgeway Capital Management
Texas
$3.66M +$1.22M +54,500 +53%
Principal Financial Group
17
Principal Financial Group
Iowa
$3.33M -$88.2K -3,927 -3%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$3.18M +$3.08M +137,208 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.98M +$3.57K +159 +0.1%
Wells Fargo
20
Wells Fargo
California
$2.85M -$4.24M -188,740 -61%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$2.74M -$51.5K -2,291 -2%
Ameriprise
22
Ameriprise
Minnesota
$2.13M -$9.21K -410 -0.4%
N
23
Nuveen
North Carolina
$1.94M -$115K -5,122 -6%
Citadel Advisors
24
Citadel Advisors
Florida
$1.91M +$384K +17,093 +26%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.51M +$46.1K +2,052 +3%