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United Fire Group

128 hedge funds and large institutions have $467M invested in United Fire Group in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 41

0.08% more ownership

Funds ownership: 64.49%64.57% (+0.08%)

4% less funds holding

Funds holding: 134128 (-6)

16% less capital invested

Capital invested by funds: $555M → $467M (-$87.3M)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
51
Reduced
41
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$104M -$196K -6,364 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$72.8M +$1.24M +40,135 +2%
EARNEST Partners
3
EARNEST Partners
Georgia
$48.9M -$481K -15,574 -0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$47.2M +$1.68M +54,475 +3%
State Street
5
State Street
Massachusetts
$22.9M -$92.2K -2,988 -0.4%
Bank of America
6
Bank of America
North Carolina
$13.6M -$664K -21,510 -4%
Invesco
7
Invesco
Georgia
$12.2M -$458K -14,836 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$11.5M +$309K +10,027 +3%
Charles Schwab
9
Charles Schwab
California
$9.97M +$153K +4,963 +1%
SFM
10
Systematic Financial Management
New Jersey
$9.3M +$3.07M +99,404 +44%
Northern Trust
11
Northern Trust
Illinois
$8.41M -$1.98K -64 -0%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$8M -$47.1K -1,525 -0.5%
Morgan Stanley
13
Morgan Stanley
New York
$7.84M -$346K -11,222 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.28M +$259K +8,384 +3%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$6.43M -$289K -9,362 -4%
Wells Fargo
16
Wells Fargo
California
$4.94M -$71.3K -2,311 -1%
BCM
17
Bridgeway Capital Management
Texas
$4.53M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.91M +$4.38K +142 +0.1%
Principal Financial Group
19
Principal Financial Group
Iowa
$3.84M +$10.7K +348 +0.3%
MPAM
20
Monarch Partners Asset Management
Massachusetts
$3.27M +$747K +24,205 +27%
FP
21
Foundry Partners
Minnesota
$3.23M +$3.47M +112,475 New
Ameriprise
22
Ameriprise
Minnesota
$2.91M +$266K +8,607 +9%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$2.79M -$1.06M -34,406 -26%
AQR Capital Management
24
AQR Capital Management
Connecticut
$2.38M +$490K +15,875 +24%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.34M +$228K +7,380 +10%