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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$59.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$65.4M
3
Victory Capital Management
3
Victory Capital Management
Texas
$98.6M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$44.7M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
201
Tower Research Capital (TRC)
New York
$565K +$370K +5,121 +189%
Wellington Management Group
202
Wellington Management Group
Massachusetts
$560K +$560K +7,764 New
KeyBank National Association
203
KeyBank National Association
Ohio
$559K -$157K -2,175 -22%
NYLIM
204
New York Life Investment Management
New York
$557K +$36.6K +507 +7%
Zurich Cantonal Bank
205
Zurich Cantonal Bank
Switzerland
$548K – – –
B
206
Bailard
California
$538K +$144K +2,000 +37%
CIC
207
Cornercap Investment Counsel
Georgia
$531K +$4.4K +61 +0.8%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$510K +$15.6K +216 +3%
SF
209
Synovus Financial
Georgia
$484K +$5.15K +71 +1%
JPMPWA
210
J.P. Morgan Private Wealth Advisors
California
$466K -$4.19K -58 -0.9%
MCM
211
MAI Capital Management
Ohio
$466K +$221K +3,064 +90%
YMRC
212
Yorktown Management & Research Company
Virginia
$455K – – –
VIA
213
Virtus Investment Advisers
Connecticut
$446K +$446K +6,183 New
CG
214
Colony Group
Massachusetts
$433K -$296K -4,096 -41%
ACM
215
Argent Capital Management
Missouri
$408K -$28.1K -390 -6%
SAM
216
Shell Asset Management
Netherlands
$405K -$105K -1,453 -21%
FFG
217
Fortem Financial Group
California
$404K +$404K +5,601 New
QT
218
Quantbot Technologies
New York
$403K +$293K +4,065 +267%
NFG
219
Nations Financial Group
Iowa
$396K -$27.2K -377 -6%
MM
220
MQS Management
New York
$394K +$74.4K +1,031 +23%
US Bancorp
221
US Bancorp
Minnesota
$393K -$793 -11 -0.2%
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$392K -$9.24K -128 -2%
CGH
223
Crossmark Global Holdings
Texas
$385K -$1.66K -23 -0.4%
MGWM
224
Marks Group Wealth Management
Minnesota
$361K – – –
PFO
225
Pathstone Family Office
New Jersey
$360K +$360K +4,994 New
7 8
9
10 11