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United Fire Group

122 hedge funds and large institutions have $403M invested in United Fire Group in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $79K | Put options by funds: $37K

10% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 42

0.52% more ownership

Funds ownership: 64.57%65.09% (+0.52%)

5% less funds holding

Funds holding: 128122 (-6)

14% less capital invested

Capital invested by funds: $467M → $403M (-$64.5M)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
122
Holders Change
-6
Holders Change %
-4.69%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
46
Reduced
42
Closed
14
Calls
$79K
Puts
$37K
Net Calls
+$42K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$102M +$3.18M +108,943 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$70.3M +$995K +34,084 +1%
EARNEST Partners
3
EARNEST Partners
Georgia
$45.5M -$1.07M -36,825 -2%
State Street
4
State Street
Massachusetts
$23M +$1.3M +44,611 +6%
Bank of America
5
Bank of America
North Carolina
$12.9M -$99.6K -3,414 -0.7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$11.3M +$390K +13,381 +3%
Invesco
7
Invesco
Georgia
$9.18M -$2.62M -89,841 -21%
Charles Schwab
8
Charles Schwab
California
$8.91M -$622K -21,312 -6%
SFM
9
Systematic Financial Management
New Jersey
$8.66M -$212K -7,263 -2%
Northern Trust
10
Northern Trust
Illinois
$8.26M +$265K +9,074 +3%
New York State Common Retirement Fund
11
New York State Common Retirement Fund
New York
$7.57M -$47.5K -1,629 -0.6%
Morgan Stanley
12
Morgan Stanley
New York
$7.28M -$194K -6,635 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.97M +$39K +1,336 +0.5%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$4.61M -$1.62M -55,569 -25%
Wells Fargo
15
Wells Fargo
California
$4.57M -$151K -5,186 -3%
BCM
16
Bridgeway Capital Management
Texas
$4.32M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.82M +$100K +3,440 +3%
Principal Financial Group
18
Principal Financial Group
Iowa
$3.63M -$31.6K -1,084 -0.8%
American Century Companies
19
American Century Companies
Missouri
$3.39M +$1.53M +52,439 +73%
FP
20
Foundry Partners
Minnesota
$3.27M +$203K +6,940 +6%
MPAM
21
Monarch Partners Asset Management
Massachusetts
$3.13M +$9.46K +324 +0.3%
Ameriprise
22
Ameriprise
Minnesota
$2.88M +$115K +3,936 +4%
AQR Capital Management
23
AQR Capital Management
Connecticut
$2.56M +$317K +10,850 +13%
Goldman Sachs
24
Goldman Sachs
New York
$2.38M +$753K +25,816 +42%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$2.28M -$398K -13,640 -14%

UFCS Hedge Fund Activity: Q4 2022 in Review

122 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q4 2022, worth a combined $403M — down 14% from $467M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of UFCS and 8 opened new positions — a net loss of 6 holders — while 42 trimmed existing stakes and 46 added.

The largest buyer was BlackRock, adding an estimated $3.18M. The largest seller was Invesco, cutting an estimated $2.62M.

  • 122 institutional investors held United Fire Group (UFCS) as of Q4 2022, down from 128 in Q3 2022.
  • Funds reported $403M of United Fire Group stock for Q4 2022, down 14% quarter-over-quarter.
  • 8 funds opened new United Fire Group positions in Q4 2022 and 14 closed out, a net change of -6 holders.
  • The largest United Fire Group buyer in Q4 2022 was BlackRock, an estimated $3.18M added.
  • The largest United Fire Group seller in Q4 2022 was Invesco, an estimated $2.62M sold.

Based on aggregated 13F filings for Q4 2022.