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United Fire Group

121 hedge funds and large institutions have $434M invested in United Fire Group in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $42K | Put options by funds: $13K

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $403M → $434M (+$31.1M)

0.03% more ownership

Funds ownership: 65.09%65.12% (+0.03%)

1% less funds holding

Funds holding: 122121 (-1)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
35
Reduced
50
Closed
10
Calls
$42K
Puts
$13K
Net Calls
+$29K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.7M -$1.38M -48,509 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$71.6M +$3.68M +129,152 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$45.7M +$1.09M +38,318 +2%
EARNEST Partners
4
EARNEST Partners
Georgia
$44M -$211K -7,415 -0.4%
State Street
5
State Street
Massachusetts
$22.3M +$5.43K +191 +0%
Bank of America
6
Bank of America
North Carolina
$13M +$562K +19,733 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$11.4M +$454K +15,949 +4%
Invesco
8
Invesco
Georgia
$8.88M -$25.1K -882 -0.3%
Charles Schwab
9
Charles Schwab
California
$8.55M -$109K -3,822 -1%
SFM
10
Systematic Financial Management
New Jersey
$8.32M -$83.8K -2,944 -0.9%
Northern Trust
11
Northern Trust
Illinois
$7.93M -$85.9K -3,017 -1%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$7.23M -$128K -4,493 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.48M -$311K -10,923 -4%
Morgan Stanley
14
Morgan Stanley
New York
$5.52M -$1.66M -58,230 -22%
Wells Fargo
15
Wells Fargo
California
$5.02M +$635K +22,315 +13%
American Century Companies
16
American Century Companies
Missouri
$4.31M +$1.09M +38,435 +31%
BCM
17
Bridgeway Capital Management
Texas
$4.1M -$94.6K -3,325 -2%
FP
18
Foundry Partners
Minnesota
$3.7M +$570K +20,014 +17%
Principal Financial Group
19
Principal Financial Group
Iowa
$3.48M -$45.4K -1,597 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.18M -$557K -19,570 -14%
Ameriprise
21
Ameriprise
Minnesota
$2.89M +$105K +3,685 +4%
Franklin Resources
22
Franklin Resources
California
$2.83M +$683K +24,015 +29%
Goldman Sachs
23
Goldman Sachs
New York
$2.6M +$301K +10,576 +12%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$2.59M +$405K +14,225 +17%
AQR Capital Management
25
AQR Capital Management
Connecticut
$2.33M -$171K -6,008 -6%