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
CPC
151
Cookson Peirce & Co
Pennsylvania
$136K +$126K +15,505 New
PS
152
Planned Solutions
California
$135K
WA
153
Wealth Architects
California
$134K
WPW
154
Waldron Private Wealth
Pennsylvania
$129K +$119K +14,687 New
SGA
155
Strategic Global Advisors
California
$125K -$124K -15,310 -52%
AA
156
AlphaQ Advisors
Florida
$124K -$2.55K -315 -2%
Aviva
157
Aviva
United Kingdom
$121K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$117K +$5.77K +712 +6%
DWM
159
Drive Wealth Management
Utah
$117K +$13.2K +1,630 +14%
Parallax Volatility Advisers
160
Parallax Volatility Advisers
California
$113K -$1.08M -133,902 -91%
Capstone Investment Advisors
161
Capstone Investment Advisors
New York
$112K +$104K +12,837 New
Bessemer Group
162
Bessemer Group
New Jersey
$110K
IC
163
IEQ Capital
California
$105K -$4.69K -579 -5%
JMPWA
164
JP Morgan Private Wealth Advisors
California
$104K -$1K -124 -1%
FIM
165
Freedom Investment Management
Connecticut
$104K +$3.1K +382 +3%
ECM
166
Evergreen Capital Management
Washington
$103K
KL
167
KilterHowling LLC
Colorado
$99.5K
LB
168
Leo Brokerage
Texas
$97.6K +$90.3K +11,144 New
HighTower Advisors
169
HighTower Advisors
Illinois
$97K +$89.4K +11,032 New
BTWM
170
Baker Tilly Wealth Management
Wisconsin
$94.3K
IFG
171
Independent Financial Group
California
$92.5K +$1.23K +152 +1%
Mitsubishi UFJ Trust & Banking
172
Mitsubishi UFJ Trust & Banking
Japan
$90.2K +$83.4K +10,300 New
CCM
173
Coldstream Capital Management
Washington
$89.8K +$83.1K +10,255 New
GRP
174
Global Retirement Partners
California
$89.3K +$88.4K +10,907 +4,507%
HC
175
Hamilton Capital
Ohio
$87.7K +$81.2K +10,017 New

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.