UFPI icon

UFP Industries
UFPI

Overview Fund Activity

324 hedge funds and large institutions have $4.64B invested in UFP Industries in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 112 increasing their positions, 107 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+36
Holders Change %
+12.5%
% of All Funds
5%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
62
Increased
112
Reduced
107
Closed
24
Calls
$2.55M
Puts
$1.79M
Net Calls
+$752K
Net Calls Change
+$2.86M

Top Buyers

1
BlackRock
BlackRock
New York
$883M
2
Millennium Management
Millennium Management
New York
$28.7M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$20.7M
4
NPPM
North Point Portfolio Managers
Ohio
$16.4M
5
Victory Capital Management
Victory Capital Management
Texas
$165M

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
$11.5M
2
WHG
Westwood Holdings Group
Texas
$36.4M
3
Franklin Resources
Franklin Resources
California
$151M
4
Prudential Financial
Prudential Financial
New Jersey
$31.8M
5
Wells Fargo
Wells Fargo
California
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
301
Parkside Financial Bank & Trust
Missouri
$12K – – –
CWA
302
Clearview Wealth Advisors
Oregon
$12K – – –
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$11K -$6.75K -73 -38%
SWM
304
Sugarloaf Wealth Management
Georgia
$11K – – –
TFO
305
Tarbox Family Office
California
$9K – – –
AAP
306
Arax Advisory Partners
Colorado
$8K +$3.63K +39 +83%
ST
307
Sageworth Trust
Pennsylvania
$7K -$23.4K -254 -77%
PFGIA
308
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
NFG
309
Next Financial Group
Texas
$7K +$2.24K +23 +47%
DWA
310
Delos Wealth Advisors
Texas
$6K +$6K +61 New
IA
311
IFP Advisors
Florida
$5K +$800 +8 +19%
EWM
312
Edge Wealth Management
New York
$4K – – –
Jones Financial Companies
313
Jones Financial Companies
Missouri
$4K – – –
CTC
314
Central Trust Company
Missouri
$3K – – –
Manulife (Manufacturers Life Insurance)
315
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.77K -$46 -504 -2%
MCM
316
Manchester Capital Management
Vermont
$2K – – –
JWA
317
JFS Wealth Advisors
Pennsylvania
$2K +$2K +21 New
MP
318
McDonald Partners
Ohio
$1.66K +$1.66K +18 New
ACM
319
Absolute Capital Management
Pennsylvania
$1.66K +$1.66K +18 New
VRS
320
Virginia Retirement Systems
Virginia
$1.07K +$313 +3,400 +41%
Federated Hermes
321
Federated Hermes
Pennsylvania
$1K -$1.25K -15 -56%
SC
322
Schubert & Co
Texas
$1K +$1K +11 New
BBHC
323
Brown Brothers Harriman & Co
New York
$11 – – –
DA
324
Duality Advisers
Florida
– -$1.86M -27,283 Closed
TD Asset Management
325
TD Asset Management
Ontario, Canada
– -$707K -10,400 Closed
10 11 12
13
14