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UL Solutions

188 hedge funds and large institutions have $3.33B invested in UL Solutions in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 45

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

35% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $1.29M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more funds holding

Funds holding: 181188 (+7)

2% more capital invested

Capital invested by funds: $3.25B → $3.33B (+$78.3M)

61.89% less ownership

Funds ownership: 169.54%107.65% (-62%)

Holders
188
Holders Change
+7
Holders Change %
+3.87%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
84
Reduced
45
Closed
27
Calls
$1.74M
Puts
$1.29M
Net Calls
+$449K
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$279K +$4.25K +82 +1%
B
152
Bellecapital
Switzerland
$246K
RYIA
153
Roehl & Yi Investment Advisors
Oregon
$245K +$255K +4,913 New
CC
154
Centiva Capital
New York
$234K -$2.77M -53,338 -92%
WF
155
WoodTrust Financial
Wisconsin
$231K
SA
156
Sanctuary Advisors
Indiana
$221K +$208K +4,018 New
SEIA
157
Signature Estate & Investment Advisors
California
$201K +$209K +4,022 New
Citigroup
158
Citigroup
New York
$187K +$173K +3,341 +813%
KBC Group
159
KBC Group
Belgium
$163K +$169K +3,268 New
TFM
160
TFC Financial Management
Massachusetts
$106K -$6.74K -130 -6%
NEI
161
Northwest & Ethical Investments
Ontario, Canada
$105K +$20.7K +400 +24%
Daiwa Securities Group
162
Daiwa Securities Group
Japan
$97K -$2.75K -53 -3%
SS
163
Sunbelt Securities
Texas
$86.3K +$52 +1 +0.1%
Osaic Holdings
164
Osaic Holdings
Arizona
$68.4K -$100K -1,931 -58%
CA
165
Clearstead Advisors
Ohio
$44.7K
Jones Financial Companies
166
Jones Financial Companies
Missouri
$42.6K -$10.4K -200 -19%
CIAM
167
Caitong International Asset Management
Hong Kong
$37.2K +$38.6K +745 New
EWA
168
EverSource Wealth Advisors
Alabama
$34.3K -$259 -5 -0.7%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$33.5K +$30.2K +582 +654%
QL
170
Quarry LP
New York
$32.4K +$33.7K +649 New
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$28.3K +$7.88K +152 +36%
CI Investments Inc
172
CI Investments Inc
Ontario, Canada
$28K +$25.1K +484 +682%
HI
173
Harbour Investments
Wisconsin
$26.4K +$9.07K +175 +49%
GPFA
174
Game Plan Financial Advisors
Ohio
$15K +$2.59K +50 +20%
ACM
175
Aster Capital Management
United Arab Emirates
$14K +$14.5K +280 New

ULS Hedge Fund Activity: Q4 2024 in Review

188 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UL Solutions (ULS) for Q4 2024, worth a combined $3.33B — up 2.4% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ULS positions and 27 closed out — a net gain of 10 holders — while 84 added to existing stakes and 45 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $103M. The largest seller was Citadel Advisors, cutting an estimated $68M.

  • 188 institutional investors held UL Solutions (ULS) as of Q4 2024, up from 181 in Q3 2024.
  • Funds reported $3.33B of UL Solutions stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 37 funds opened new UL Solutions positions in Q4 2024 and 27 closed out, a net change of +10 holders.
  • The largest UL Solutions buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $103M added.
  • The largest UL Solutions seller in Q4 2024 was Citadel Advisors, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2024.