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United Homes Group

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
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
Shares
Change %
AAS
1
Avantax Advisory Services
Texas
$10.5M +$1.9M +225,000 +22%
AC
2
Antara Capital
New York
$8.45M -$1.05M -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 +$2.28M +270,628 New
BlackRock
6
BlackRock
New York
$1.95M +$155K +18,373 +9%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.5M +$7.03K +834 +0.5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.12M -$28.8K -3,418 -3%
DC
9
Dendur Capital
New York
$1.12M
State Street
10
State Street
Massachusetts
$545K +$1.69K +200 +0.3%
Millennium Management
11
Millennium Management
New York
$530K +$120K +19,868 +29%
Northern Trust
12
Northern Trust
Illinois
$501K +$181K +21,484 +57%
Morgan Stanley
13
Morgan Stanley
New York
$189K +$147K +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 -$23.7K -2,806 -16%
HF
17
HRT Financial
New York
$118K +$118K +14,086 New
RDWM
18
Red Door Wealth Management
Tennessee
$110K +$2.43K +288 +2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$98.8K +$98.8K +11,725 New
Bank of America
20
Bank of America
North Carolina
$97.8K +$29.7K +3,524 +44%
UBS Group
21
UBS Group
Switzerland
$76K +$50.3K +5,964 +195%
Barclays
22
Barclays
United Kingdom
$64K +$54.1K +6,377 +546%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$61K +$27.3K +3,242 +81%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$51.7K -$1.43K -170 -3%
AIG
25
American International Group
New York
$22.6K -$101 -12 -0.4%