We are live on ! Find out more
UFCS icon

United Fire Group

134 hedge funds and large institutions have $555M invested in United Fire Group in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $154K | Put options by funds: $62K

14% more capital invested

Capital invested by funds: $486M → $555M (+$69.1M)

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

2.22% more ownership

Funds ownership: 62.27%64.49% (+2.2%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less funds holding

Funds holding: 138134 (-4)

Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
47
Reduced
42
Closed
18
Calls
$154K
Puts
$62K
Net Calls
+$92K
Net Calls Change
-$98K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$124M +$2.7M +86,556 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$85.4M +$1.6M +51,224 +2%
EARNEST Partners
3
EARNEST Partners
Georgia
$58.7M -$1.51M -48,329 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$54.3M +$2.12M +67,918 +4%
State Street
5
State Street
Massachusetts
$27.4M +$402K +12,903 +2%
Bank of America
6
Bank of America
North Carolina
$17M -$109K -3,509 -0.7%
Invesco
7
Invesco
Georgia
$15.1M +$7.11M +227,886 +107%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$13.4M +$271K +8,690 +2%
Charles Schwab
9
Charles Schwab
California
$11.7M +$1.17M +37,622 +12%
Northern Trust
10
Northern Trust
Illinois
$10M +$58K +1,860 +0.6%
Morgan Stanley
11
Morgan Stanley
New York
$9.72M +$4.08M +130,703 +85%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$9.58M -$72.3K -2,319 -0.8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$8.39M -$378K -12,105 -5%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$7.99M +$552K +17,681 +8%
SFM
15
Systematic Financial Management
New Jersey
$7.68M +$1.06M +33,875 +18%
Wells Fargo
16
Wells Fargo
California
$5.97M -$303K -9,728 -5%
BCM
17
Bridgeway Capital Management
Texas
$5.4M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.65M +$289K +9,263 +7%
Principal Financial Group
19
Principal Financial Group
Iowa
$4.56M -$288K -9,233 -6%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$4.5M +$439K +14,080 +12%
Ameriprise
21
Ameriprise
Minnesota
$3.17M +$23.2K +743 +0.8%
MPAM
22
Monarch Partners Asset Management
Massachusetts
$3.07M +$2.8M +89,710 New
N
23
Nuveen
North Carolina
$2.69M -$89K -2,852 -4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.53M +$71K +2,276 +3%
Franklin Resources
25
Franklin Resources
California
$2.53M +$789K +25,287 +52%