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United Fire Group

172 hedge funds and large institutions have $463M invested in United Fire Group in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,433% more call options, than puts

Call options by funds: $196K | Put options by funds: $3K

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

35% more capital invested

Capital invested by funds: $342M → $463M (+$121M)

12% more funds holding

Funds holding: 153172 (+19)

0.29% less ownership

Funds ownership: 64.57%64.27% (-0.29%)

7% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 58

Holders
172
Holders Change
+19
Holders Change %
+12.42%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
54
Reduced
58
Closed
14
Calls
$196K
Puts
$3K
Net Calls
+$193K
Net Calls Change
+$126K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$101M -$399K -15,809 -0.4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$40M +$1.4M +55,616 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$38.4M +$418K +16,588 +1%
EARNEST Partners
4
EARNEST Partners
Georgia
$35.2M -$398K -15,768 -1%
State Street
5
State Street
Massachusetts
$24.1M +$670K +26,569 +3%
Bank of America
6
Bank of America
North Carolina
$17.1M -$284K -11,250 -2%
SFM
7
Systematic Financial Management
New Jersey
$15.7M +$1.68M +66,561 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$14.2M -$40.7K -1,615 -0.3%
Morgan Stanley
9
Morgan Stanley
New York
$7.08M -$714K -28,329 -10%
Charles Schwab
10
Charles Schwab
California
$6.71M -$1.13M -44,834 -16%
Northern Trust
11
Northern Trust
Illinois
$6.26M +$66.8K +2,648 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.29M -$24.3K -965 -0.5%
Invesco
13
Invesco
Georgia
$5.12M -$784K -31,086 -15%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$5.07M -$10.8K -427 -0.2%
JP Morgan Chase
15
JP Morgan Chase
New York
$5.06M +$1.97M +78,254 +79%
Wells Fargo
16
Wells Fargo
California
$4.63M -$29.2K -1,160 -0.7%
Goldman Sachs
17
Goldman Sachs
New York
$4.43M -$1.32M -52,234 -25%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$4.36M +$562K +22,300 +17%
FP
19
Foundry Partners
Minnesota
$4.27M -$707K -28,025 -16%
American Century Companies
20
American Century Companies
Missouri
$4.07M +$1.68M +66,756 +88%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.8M +$356K +14,110 +12%
Millennium Management
22
Millennium Management
New York
$3.74M -$379K -15,031 -10%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$3.67M -$4.71M -186,749 -59%
BCM
24
Bridgeway Capital Management
Texas
$3.63M +$90.6K +3,594 +3%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$3.45M -$383K -15,200 -11%

UFCS Hedge Fund Activity: Q4 2024 in Review

172 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q4 2024, worth a combined $463M — up 35% from $342M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UFCS positions and 14 closed out — a net gain of 20 holders — while 54 added to existing stakes and 58 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.97M. The largest seller was Assenagon Asset Management, cutting an estimated $4.71M.

  • 172 institutional investors held United Fire Group (UFCS) as of Q4 2024, up from 153 in Q3 2024.
  • Funds reported $463M of United Fire Group stock for Q4 2024, up 35% quarter-over-quarter.
  • 34 funds opened new United Fire Group positions in Q4 2024 and 14 closed out, a net change of +20 holders.
  • The largest United Fire Group buyer in Q4 2024 was JP Morgan Chase, an estimated $1.97M added.
  • The largest United Fire Group seller in Q4 2024 was Assenagon Asset Management, an estimated $4.71M sold.

Based on aggregated 13F filings for Q4 2024.