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United Fire Group

141 hedge funds and large institutions have $340M invested in United Fire Group in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

5% more capital invested

Capital invested by funds: $323M → $340M (+$17.5M)

4% more funds holding

Funds holding: 136141 (+5)

6% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 51

1.61% less ownership

Funds ownership: 63.46%61.85% (-1.6%)

82% less call options, than puts

Call options by funds: $7K | Put options by funds: $39K

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
48
Reduced
51
Closed
15
Calls
$7K
Puts
$39K
Net Calls
-$32K
Net Calls Change
-$32K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$75.5M -$3.24M -145,764 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$51.3M -$5.34M -240,366 -9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$30.9M -$1.38M -61,900 -4%
EARNEST Partners
4
EARNEST Partners
Georgia
$27.6M -$502K -22,575 -2%
State Street
5
State Street
Massachusetts
$18.4M +$168K +7,541 +0.9%
Bank of America
6
Bank of America
North Carolina
$12M +$1.42M +63,839 +13%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$10.5M +$145K +6,533 +1%
SFM
8
Systematic Financial Management
New Jersey
$8.54M +$1.44M +64,670 +20%
Charles Schwab
9
Charles Schwab
California
$8.19M +$285K +12,803 +4%
Morgan Stanley
10
Morgan Stanley
New York
$4.79M -$4.38M -197,130 -47%
Northern Trust
11
Northern Trust
Illinois
$4.76M -$1.41M -63,443 -23%
Invesco
12
Invesco
Georgia
$4.72M +$184K +8,274 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.19M -$199K -8,947 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.1M +$272K +12,259 +7%
Wells Fargo
15
Wells Fargo
California
$3.8M +$305K +13,709 +9%
Millennium Management
16
Millennium Management
New York
$3.62M +$274K +12,318 +8%
Goldman Sachs
17
Goldman Sachs
New York
$3.09M +$12.2K +551 +0.4%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$2.95M -$25.5K -1,149 -0.8%
BCM
19
Bridgeway Capital Management
Texas
$2.52M +$105K +4,725 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.46M -$113K -5,081 -4%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.4M -$10.1K -454 -0.4%
Franklin Resources
22
Franklin Resources
California
$2.32M
FP
23
Foundry Partners
Minnesota
$2.28M -$1.19M -53,706 -34%
Renaissance Technologies
24
Renaissance Technologies
New York
$2.23M +$1.6M +72,055 +238%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$1.91M +$1.95M +87,607 New