UFPI icon

UFP Industries
UFPI

Overview Fund Activity

338 hedge funds and large institutions have $3.69B invested in UFP Industries in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 136 increasing their positions, 120 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+20
Holders Change %
+6.29%
% of All Funds
5.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
45
Increased
136
Reduced
120
Closed
21
Calls
$2.03M
Puts
$2.17M
Net Calls
-$138K
Net Calls Change
+$334K

Top Buyers

1
BlackRock
BlackRock
New York
$760M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$20M
3
Renaissance Technologies
Renaissance Technologies
New York
$31.5M
4
Franklin Resources
Franklin Resources
California
$135M
5
Norges Bank
Norges Bank
Norway
$52.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$59.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$65.4M
3
Victory Capital Management
Victory Capital Management
Texas
$98.6M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$44.7M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Clearstead Advisors
Ohio
$21K – – –
EWA
302
EverSource Wealth Advisors
Alabama
$20K -$63.4K -849 -76%
CI Investments Inc
303
CI Investments Inc
Ontario, Canada
$18K -$996 -14 -5%
Federated Hermes
304
Federated Hermes
Pennsylvania
$17K +$16.5K +233 +3,329%
CA
305
Crewe Advisors
Utah
$15K – – –
PMFA
306
Plante Moran Financial Advisors
Michigan
$15K – – –
S
307
SignatureFD
Georgia
$14K -$2.66K -38 -16%
STCOSD
308
Sageworth Trust Company of South Dakota
South Dakota
$12K -$3.04K -42 -20%
PFBT
309
Parkside Financial Bank & Trust
Missouri
$11K +$1.11K +15 +11%
WFA
310
Wipfli Financial Advisors
Wisconsin
$11K +$11K +154 New
CWA
311
Clearview Wealth Advisors
Oregon
$10K – – –
PA
312
Parallel Advisors
California
$10K +$222 +3 +2%
SWM
313
Sugarloaf Wealth Management
Georgia
$9K +$9K +120 New
BBHC
314
Brown Brothers Harriman & Co
New York
$8K – – –
PTC
315
Private Trust Company
Ohio
$8K +$604 +8 +8%
Simplex Trading
316
Simplex Trading
Illinois
$5K -$14.4K -201 -74%
AAP
317
Arax Advisory Partners
Colorado
$5K -$149 -2 -3%
ST
318
Sageworth Trust
Pennsylvania
$5K – – –
SPIA
319
Steward Partners Investment Advisory
New York
$5K +$3.64K +51 +268%
CTC
320
Central Trust Company
Missouri
$4K -$968 -15 -19%
JWA
321
JFS Wealth Advisors
Pennsylvania
$4K +$2.56K +39 +177%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$4K +$4K +56 New
GRP
323
Global Retirement Partners
California
$3K -$1.21K -17 -29%
SC
324
Schubert & Co
Texas
$3K +$800 +12 +36%
AF
325
Allworth Financial
California
$3K +$3K +39 New
11 12
13
14 15