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UHG

United Homes Group

Delisted

UHG was delisted on the 1st of May, 2026.

43 hedge funds and large institutions have $37.7M invested in United Homes Group in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

67% more capital invested

Capital invested by funds: $22.6M → $37.7M (+$15.1M)

23% more funds holding

Funds holding: 3543 (+8)

4.13% more ownership

Funds ownership: 35.47%39.6% (+4.1%)

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
16
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$10.5M +$1.57M +225,000 +22%
AC
2
Antara Capital
New York
$8.45M -$871K -125,000 -11%
CC
3
Conversant Capital
New Jersey
$4.51M
Creative Planning
4
Creative Planning
Kansas
$3.16M
Boston Partners
5
Boston Partners
Massachusetts
$2.28M +$1.89M +270,628 New
BlackRock
6
BlackRock
New York
$1.95M +$128K +18,373 +9%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.5M +$5.81K +834 +0.5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.12M -$23.8K -3,418 -3%
DC
9
Dendur Capital
New York
$1.12M
State Street
10
State Street
Massachusetts
$545K +$1.39K +200 +0.3%
Millennium Management
11
Millennium Management
New York
$530K +$138K +19,868 +29%
Northern Trust
12
Northern Trust
Illinois
$501K +$150K +21,484 +57%
Morgan Stanley
13
Morgan Stanley
New York
$189K +$122K +17,456 +350%
HS
14
Hazelview Securities
Ontario, Canada
$180K
Charles Schwab
15
Charles Schwab
California
$147K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$128K -$19.6K -2,806 -16%
HF
17
HRT Financial
New York
$118K +$98.1K +14,086 New
RDWM
18
Red Door Wealth Management
Tennessee
$110K +$2.01K +288 +2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$98.8K +$81.7K +11,725 New
Bank of America
20
Bank of America
North Carolina
$97.8K +$24.6K +3,524 +44%
UBS Group
21
UBS Group
Switzerland
$76K +$41.6K +5,964 +195%
Barclays
22
Barclays
United Kingdom
$63.6K +$44.4K +6,377 +546%
JP Morgan Chase
23
JP Morgan Chase
New York
$61K +$22.6K +3,242 +81%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$51.7K -$1.18K -170 -3%
AIG
25
American International Group
New York
$22.6K -$84 -12 -0.4%

UHG Hedge Fund Activity: Q4 2023 in Review

43 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in United Homes Group (UHG) for Q4 2023, worth a combined $37.7M — up 67% from $22.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UHG positions and 1 closed out — a net gain of 8 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $1.89M. The largest seller was Antara Capital, cutting an estimated $871K.

  • 43 institutional investors held United Homes Group (UHG) as of Q4 2023, up from 35 in Q3 2023.
  • Funds reported $37.7M of United Homes Group stock for Q4 2023, up 67% quarter-over-quarter.
  • 9 funds opened new United Homes Group positions in Q4 2023 and 1 closed out, a net change of +8 holders.
  • The largest United Homes Group buyer in Q4 2023 was Boston Partners, an estimated $1.89M added.
  • The largest United Homes Group seller in Q4 2023 was Antara Capital, an estimated $871K sold.

Based on aggregated 13F filings for Q4 2023.