We are live on ! Find out more
UMC icon

United Microelectronic

220 hedge funds and large institutions have $1.15B invested in United Microelectronic in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 59

32% more capital invested

Capital invested by funds: $869M → $1.15B (+$279M)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less ownership

Funds ownership: 1.07%1.06% (-0%)

1% less funds holding

Funds holding: 222220 (-2)

52% less call options, than puts

Call options by funds: $67.5M | Put options by funds: $140M

Holders
220
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
85
Reduced
59
Closed
30
Calls
$67.5M
Puts
$140M
Net Calls
-$72.2M
Net Calls Change
-$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$542K +$21.8K +2,696 +5%
Schroder Investment Management Group
102
Schroder Investment Management Group
United Kingdom
$541K -$99K -12,216 -17%
SW
103
SVB Wealth
Massachusetts
$509K +$47.7K +5,889 +11%
JIC
104
Johnson Investment Counsel
Ohio
$489K
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$467K +$40.6K +5,017 +10%
RWMG
106
Redwood Wealth Management Group
New Jersey
$444K -$653K -80,656 -61%
BP
107
Ballentine Partners
Massachusetts
$437K +$6.53K +806 +2%
PP
108
PDS Planning
Ohio
$432K +$155K +19,150 +64%
EAM
109
Eagle Asset Management
Florida
$415K +$384K +47,375 New
JWM
110
Janiczek Wealth Management
Colorado
$397K +$4.69K +579 +1%
Lazard Asset Management
111
Lazard Asset Management
New York
$377K
YMRC
112
Yorktown Management & Research Company
Virginia
$376K
SAI
113
Systematic Alpha Investments
New Jersey
$366K
YCM
114
Yousif Capital Management
Michigan
$366K
FVWA
115
Foster Victor Wealth Advisors
South Carolina
$352K +$6.73K +831 +2%
SIA
116
Schechter Investment Advisors
Michigan
$328K +$31.4K +3,880 +12%
QCM
117
Quantinno Capital Management
New York
$326K -$406K -50,112 -57%
DGAM
118
Desjardins Global Asset Management
Quebec, Canada
$322K -$27.8K -3,435 -9%
TFA
119
Toth Financial Advisory
Virginia
$272K +$251K +31,000 New
BWP
120
BSW Wealth Partners
Colorado
$254K -$8.54K -1,054 -4%
LC
121
Lindbrook Capital
California
$232K +$7.7K +950 +4%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$231K +$14.3K +1,765 +7%
CHP
123
Cable Hill Partners
Oregon
$226K +$209K +25,793 New
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$222K +$53.9K +6,656 +36%
FAG
125
Fortitude Advisory Group
Washington
$220K

UMC Hedge Fund Activity: Q1 2023 in Review

220 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in United Microelectronic (UMC) for Q1 2023, worth a combined $1.15B — up 32% from $869M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UMC positions and 30 closed out — a net gain of 1 holder — while 85 added to existing stakes and 59 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $29.4M. The largest seller was BSN Capital Partners, exiting entirely with an estimated $43M sold.

  • 220 institutional investors held United Microelectronic (UMC) as of Q1 2023, down from 222 in Q4 2022.
  • Funds reported $1.15B of United Microelectronic stock for Q1 2023, up 32% quarter-over-quarter.
  • 31 funds opened new United Microelectronic positions in Q1 2023 and 30 closed out, a net change of +1 holder.
  • The largest United Microelectronic buyer in Q1 2023 was Fisher Asset Management, an estimated $29.4M added.
  • The largest United Microelectronic seller in Q1 2023 was BSN Capital Partners, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2023.