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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 $31M invested in United Homes Group in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.46% less ownership

Funds ownership: 39.6%39.14% (-0.46%)

18% less capital invested

Capital invested by funds: $37.7M → $31M (-$6.68M)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
9
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$8.74M
AC
2
Antara Capital
New York
$7M
CC
3
Conversant Capital
New Jersey
$3.74M
Creative Planning
4
Creative Planning
Kansas
$2.62M
Boston Partners
5
Boston Partners
Massachusetts
$2.08M +$198K +26,441 +10%
BlackRock
6
BlackRock
New York
$1.54M -$86.7K -11,601 -5%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.12M -$141K -18,836 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$958K +$31K +4,140 +3%
DC
9
Dendur Capital
New York
$927K
Millennium Management
10
Millennium Management
New York
$482K -$3.69K -493 -0.6%
State Street
11
State Street
Massachusetts
$452K
Northern Trust
12
Northern Trust
Illinois
$373K -$45.1K -6,027 -10%
HS
13
Hazelview Securities
Ontario, Canada
$170K
Charles Schwab
14
Charles Schwab
California
$122K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$106K
RDWM
16
Red Door Wealth Management
Tennessee
$91.4K
Invesco
17
Invesco
Georgia
$75.1K +$80.4K +10,748 New
JP Morgan Chase
18
JP Morgan Chase
New York
$72.8K +$23.8K +3,182 +44%
UBS Group
19
UBS Group
Switzerland
$60.9K -$2.24K -299 -3%
Morgan Stanley
20
Morgan Stanley
New York
$46.8K -$118K -15,739 -70%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$44.7K +$2K +268 +4%
Bank of America
22
Bank of America
North Carolina
$30.9K -$53.7K -7,186 -62%
Barclays
23
Barclays
United Kingdom
$28K -$26.4K -3,537 -47%
TRCT
24
Tower Research Capital (TRC)
New York
$20.7K +$12.7K +1,701 +135%
AIG
25
American International Group
New York
$18.6K -$164 -22 -0.8%

UHG Hedge Fund Activity: Q1 2024 in Review

43 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in United Homes Group (UHG) for Q1 2024, worth a combined $31M — down 18% from $37.7M a quarter earlier.

Fund positioning in UHG was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 14 trimmed.

The largest buyer was Boston Partners, adding an estimated $198K. The largest seller was Vanguard Group, cutting an estimated $141K.

  • 43 institutional investors held United Homes Group (UHG) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $31M of United Homes Group stock for Q1 2024, down 18% quarter-over-quarter.
  • 4 funds opened new United Homes Group positions in Q1 2024 and 4 closed out, a net change of 0 holders.
  • The largest United Homes Group buyer in Q1 2024 was Boston Partners, an estimated $198K added.
  • The largest United Homes Group seller in Q1 2024 was Vanguard Group, an estimated $141K sold.

Based on aggregated 13F filings for Q1 2024.