United Fire Group
UFCS
136 hedge funds and large institutions have $323M invested in United Fire Group in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
13% more funds holding
Funds holding: 120 → 136 (+16)
1.25% more ownership
Funds ownership: 62.22% → 63.46% (+1.2%)
4% more capital invested
Capital invested by funds: $311M → $323M (+$12.2M)
0% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 48
0% more call options, than puts
Call options by funds: $2K | Put options by funds: $2K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.36M |
| 2 |
BlackRock
New York
|
+$4.2M |
| 3 |
Citigroup
New York
|
+$655K |
| 4 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$583K |
| 5 |
Charles Schwab
San Francisco,
California
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$3.35M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$2.25M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.53M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
-$1.48M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$593K |
UFCS Hedge Fund Activity: Q4 2023 in Review
136 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q4 2023, worth a combined $323M — up 3.9% from $311M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new UFCS positions and 7 closed out — a net gain of 16 holders — while 48 added to existing stakes and 48 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.36M. The largest seller was Invesco, cutting an estimated $3.35M.
- 136 institutional investors held United Fire Group (UFCS) as of Q4 2023, up from 120 in Q3 2023.
- Funds reported $323M of United Fire Group stock for Q4 2023, up 3.9% quarter-over-quarter.
- 23 funds opened new United Fire Group positions in Q4 2023 and 7 closed out, a net change of +16 holders.
- The largest United Fire Group buyer in Q4 2023 was Morgan Stanley, an estimated $5.36M added.
- The largest United Fire Group seller in Q4 2023 was Invesco, an estimated $3.35M sold.
Based on aggregated 13F filings for Q4 2023.