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United Fire Group

150 hedge funds and large institutions have $344M invested in United Fire Group in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

6% more funds holding

Funds holding: 141150 (+9)

1.4% more ownership

Funds ownership: 61.85%63.25% (+1.4%)

1% more capital invested

Capital invested by funds: $340M → $344M (+$3.46M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $67K

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
58
Reduced
47
Closed
16
Calls
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$77.2M +$2.78M +125,493 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$35.1M -$16M -721,555 -31%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$29.2M -$1.36M -61,378 -4%
EARNEST Partners
4
EARNEST Partners
Georgia
$27.8M +$606K +27,376 +2%
State Street
5
State Street
Massachusetts
$17.3M -$910K -41,141 -5%
Bank of America
6
Bank of America
North Carolina
$12.9M +$1.13M +50,921 +9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$10.7M +$352K +15,920 +3%
SFM
8
Systematic Financial Management
New Jersey
$9.4M +$1M +45,405 +12%
Charles Schwab
9
Charles Schwab
California
$7.24M -$878K -39,687 -11%
Morgan Stanley
10
Morgan Stanley
New York
$6.2M +$1.52M +68,723 +31%
Invesco
11
Invesco
Georgia
$5.09M +$439K +19,859 +9%
Millennium Management
12
Millennium Management
New York
$5.03M +$1.5M +67,838 +41%
Assenagon Asset Management
13
Assenagon Asset Management
Luxembourg
$4.77M +$4.91M +221,943 New
Northern Trust
14
Northern Trust
Illinois
$4.72M +$26.3K +1,189 +0.5%
Goldman Sachs
15
Goldman Sachs
New York
$4.39M +$1.39M +62,657 +44%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.15M +$22.6K +1,023 +0.5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.1M +$56.2K +2,541 +1%
Wells Fargo
18
Wells Fargo
California
$3.72M -$35.2K -1,592 -0.9%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$3.16M +$259K +11,700 +9%
HF
20
HRT Financial
New York
$2.71M +$1.36M +61,283 +95%
BCM
21
Bridgeway Capital Management
Texas
$2.59M +$107K +4,860 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.27M -$170K -7,684 -7%
Principal Financial Group
23
Principal Financial Group
Iowa
$2.25M -$120K -5,445 -5%
FP
24
Foundry Partners
Minnesota
$2.23M -$29.6K -1,340 -1%
Marshall Wace
25
Marshall Wace
United Kingdom
$2.15M +$1.99M +90,139 +929%