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UL Solutions

181 hedge funds and large institutions have $3.25B invested in UL Solutions in 2024 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

841% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $2.64M

260% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 20

143% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 28

76% more capital invested

Capital invested by funds: $1.85B → $3.25B (+$1.4B)

56.73% more ownership

Funds ownership: 112.82%169.54% (+57%)

39% more funds holding

Funds holding: 130181 (+51)

Holders
181
Holders Change
+51
Holders Change %
+39.23%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
72
Increased
68
Reduced
28
Closed
20
Calls
$24.8M
Puts
$2.64M
Net Calls
+$22.2M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$168K +$166K +3,412 New
Osaic Holdings
152
Osaic Holdings
Arizona
$163K +$117K +2,407 +269%
TFM
153
TFC Financial Management
Massachusetts
$111K +$7.74K +159 +8%
Deutsche Bank
154
Deutsche Bank
Germany
$105K +$104K +2,127 New
Daiwa Securities Group
155
Daiwa Securities Group
Japan
$99K
SS
156
Sunbelt Securities
Texas
$84.7K +$49 +1 +0.1%
NEI
157
Northwest & Ethical Investments
Ontario, Canada
$83.8K +$82.8K +1,700 New
CSS
158
Cubist Systematic Strategies
Connecticut
$66.8K +$66K +1,355 New
Jones Financial Companies
159
Jones Financial Companies
Missouri
$52.2K +$51.4K +1,055 New
CA
160
Clearstead Advisors
Ohio
$44.2K +$43.6K +896 New
EWA
161
EverSource Wealth Advisors
Alabama
$34.2K +$49 +1 +0.1%
SHIM
162
Stone House Investment Management
Pennsylvania
$24.6K +$24.3K +500 New
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$20.8K +$20.5K +421 New
Citigroup
164
Citigroup
New York
$20.3K +$2.53K +52 +14%
RIM
165
Rakuten Investment Management
Japan
$18.8K
HI
166
Harbour Investments
Wisconsin
$17.5K -$3.5K -72 -17%
Kayne Anderson Rudnick Investment Management
167
Kayne Anderson Rudnick Investment Management
California
$12.7K +$12.5K +257 New
GPFA
168
Game Plan Financial Advisors
Ohio
$12.3K +$12.2K +250 New
US Bancorp
169
US Bancorp
Minnesota
$9.86K -$1.85K -38 -16%
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$9.86K +$9.74K +200 New
WTC
171
WhitTier Trust Company
Nevada
$7.98K +$487 +10 +7%
PFBT
172
Parkside Financial Bank & Trust
Missouri
$7.2K +$7.11K +146 New
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$4.93K +$4.87K +100 New
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$4.4K -$156K -3,205 -97%
HNB
175
Huntington National Bank
Ohio
$4.29K +$4.24K +87 New

ULS Hedge Fund Activity: Q3 2024 in Review

181 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UL Solutions (ULS) for Q3 2024, worth a combined $3.25B — up 76% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ULS positions and 20 closed out — a net gain of 52 holders — while 68 added to existing stakes and 28 trimmed.

The largest buyer was Capital International Investors, adding an estimated $354M. The largest seller was American Century Companies, cutting an estimated $64.4M.

  • 181 institutional investors held UL Solutions (ULS) as of Q3 2024, up from 130 in Q2 2024.
  • Funds reported $3.25B of UL Solutions stock for Q3 2024, up 76% quarter-over-quarter.
  • 72 funds opened new UL Solutions positions in Q3 2024 and 20 closed out, a net change of +52 holders.
  • The largest UL Solutions buyer in Q3 2024 was Capital International Investors, an estimated $354M added.
  • The largest UL Solutions seller in Q3 2024 was American Century Companies, an estimated $64.4M sold.

Based on aggregated 13F filings for Q3 2024.