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United Fire Group

120 hedge funds and large institutions have $311M invested in United Fire Group in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

2% more funds holding

Funds holding: 118120 (+2)

0.01% more ownership

Funds ownership: 62.21%62.22% (+0.01%)

13% less capital invested

Capital invested by funds: $356M → $311M (-$45.3M)

24% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 46

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $45K

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
35
Reduced
46
Closed
17
Calls
Puts
$45K
Net Calls
-$45K
Net Calls Change
-$45K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$67.3M -$2.68M -127,997 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$51.5M -$746K -35,644 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$30.8M -$2.01M -96,020 -6%
EARNEST Partners
4
EARNEST Partners
Georgia
$26.9M -$506K -24,184 -2%
State Street
5
State Street
Massachusetts
$16.3M +$68.1K +3,252 +0.4%
Bank of America
6
Bank of America
North Carolina
$9.61M +$61.3K +2,929 +0.6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$8.95M +$246K +11,731 +3%
Invesco
8
Invesco
Georgia
$7.38M +$338K +16,134 +5%
Charles Schwab
9
Charles Schwab
California
$6.64M +$501K +23,922 +8%
SFM
10
Systematic Financial Management
New Jersey
$6.47M +$16.9K +808 +0.2%
Northern Trust
11
Northern Trust
Illinois
$5.68M +$48.3K +2,307 +0.8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.44M -$231K -11,050 -5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.52M +$1.96M +93,810 +111%
Wells Fargo
14
Wells Fargo
California
$3.36M -$473K -22,578 -12%
Millennium Management
15
Millennium Management
New York
$3.27M +$2.53M +120,904 +270%
Morgan Stanley
16
Morgan Stanley
New York
$3.01M -$625K -29,862 -16%
FP
17
Foundry Partners
Minnesota
$2.88M -$3.98K -190 -0.1%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$2.83M +$1.72M +82,037 +134%
American Century Companies
19
American Century Companies
Missouri
$2.75M -$260K -12,442 -8%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$2.48M +$793K +37,872 +43%
Goldman Sachs
21
Goldman Sachs
New York
$2.45M +$531K +25,371 +26%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.28M -$73.8K -3,527 -3%
Principal Financial Group
23
Principal Financial Group
Iowa
$2.26M -$188K -8,958 -7%
Franklin Resources
24
Franklin Resources
California
$2.1M -$1.03K -49 -0%
BCM
25
Bridgeway Capital Management
Texas
$2.09M -$1.06M -50,862 -32%

UFCS Hedge Fund Activity: Q3 2023 in Review

120 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q3 2023, worth a combined $311M — down 13% from $356M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UFCS positions and 17 closed out — a net gain of 3 holders — while 35 added to existing stakes and 46 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.53M. The largest seller was BlackRock, cutting an estimated $2.68M.

  • 120 institutional investors held United Fire Group (UFCS) as of Q3 2023, up from 118 in Q2 2023.
  • Funds reported $311M of United Fire Group stock for Q3 2023, down 13% quarter-over-quarter.
  • 20 funds opened new United Fire Group positions in Q3 2023 and 17 closed out, a net change of +3 holders.
  • The largest United Fire Group buyer in Q3 2023 was Millennium Management, an estimated $2.53M added.
  • The largest United Fire Group seller in Q3 2023 was BlackRock, an estimated $2.68M sold.

Based on aggregated 13F filings for Q3 2023.