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UFP Industries
UFPI

Overview Fund Activity

437 hedge funds and large institutions have $6.49B invested in UFP Industries in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 161 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+11
Holders Change %
+2.58%
% of All Funds
6.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
58
Increased
155
Reduced
161
Closed
43
Calls
$3.75M
Puts
$1.61M
Net Calls
+$2.14M
Net Calls Change
+$1.13M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$43.9M
2
Franklin Resources
Franklin Resources
California
$170M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$215M
4
Invesco
Invesco
Georgia
$103M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$26.5M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$146M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$260M
3
BlackRock
BlackRock
New York
$1.09B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$72.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
226
Empirical Finance
Pennsylvania
$668K +$5.12K +39 +0.8%
MGWM
227
Marks Group Wealth Management
Minnesota
$656K – – –
KeyBank National Association
228
KeyBank National Association
Ohio
$646K +$75.3K +574 +13%
Lazard Asset Management
229
Lazard Asset Management
New York
$642K -$798K -6,108 -55%
RC
230
Roundview Capital
New Jersey
$634K -$4.33K -33 -0.7%
WB
231
WesBanco Bank
West Virginia
$634K – – –
DAM
232
Delta Asset Management
Tennessee
$624K – – –
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$623K +$12.6K +96 +2%
SAM
234
Securian Asset Management
Minnesota
$622K -$24.7K -188 -4%
ATC
235
Argent Trust Co
Tennessee
$593K +$21.1K +161 +4%
Truist Financial
236
Truist Financial
North Carolina
$568K -$834K -6,353 -59%
CWM
237
Congress Wealth Management
Massachusetts
$566K – – –
Envestnet Portfolio Solutions
238
Envestnet Portfolio Solutions
Illinois
$561K +$237K +1,804 +73%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$558K -$3.54K -27 -0.6%
Commonwealth Equity Services
240
Commonwealth Equity Services
Massachusetts
$557K -$235K -1,791 -30%
Walleye Capital
241
Walleye Capital
New York
$556K +$556K +4,238 New
AWA
242
Arkadios Wealth Advisors
Georgia
$553K +$120K +912 +28%
AG
243
AIA Group
Hong Kong
$552K -$28.9K -220 -5%
CGH
244
Crossmark Global Holdings
Texas
$550K -$204K -1,556 -27%
RAM
245
Readystate Asset Management
Illinois
$546K +$546K +4,163 New
TRCT
246
Tower Research Capital (TRC)
New York
$532K -$1.91M -14,564 -78%
Baird Financial Group
247
Baird Financial Group
Wisconsin
$531K -$36.3K -277 -6%
MAM
248
Meeder Asset Management
Ohio
$524K -$1.39M -10,559 -73%
MPM
249
Meritage Portfolio Management
Kansas
$518K +$43.8K +334 +9%
Mackenzie Financial
250
Mackenzie Financial
Ontario, Canada
$511K -$67.4K -514 -12%
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