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UWM Holdings
UWMC

137 hedge funds and large institutions have $187M invested in UWM Holdings in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 19 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 19

128% more call options, than puts

Call options by funds: $54.4M | Put options by funds: $23.9M

0.5% more ownership

Funds ownership: 26.29% → 26.8% (+0.5%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

3% less funds holding

Funds holding: 141 → 137 (-4)

19% less capital invested

Capital invested by funds: $229M → $187M (-$42.6M)

Holders
137
Holders Change
-4
Holders Change %
-2.84%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
65
Reduced
19
Closed
32
Calls
$54.4M
Puts
$23.9M
Net Calls
+$30.5M
Net Calls Change
-$54.9M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.75M
2
Victory Capital Management
Victory Capital Management
Texas
+$7.89M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.78M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.75M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.61M

Top Sellers

Rank Fund Capital Flow
1
KSCM
King Street Capital Management
New York
-$18.3M
2
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$6.34M
3
GC
Greenlight Capital
New York
-$4.13M
4
E
Ergoteles
New York
-$3.53M
5
PI
PEAK6 Investments
Illinois
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$1.27M +$1.13M +151,604 +495%
SSA
27
Schonfeld Strategic Advisors
New York
$1.08M +$590K +79,266 +105%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$991K +$597K +80,229 +129%
Invesco
29
Invesco
Georgia
$731K +$312K +41,972 +66%
UBS AM
30
UBS AM
Illinois
$673K – – –
LGA
31
Lebenthal Global Advisors
New York
$624K +$311K +41,709 +87%
LPL Financial
32
LPL Financial
California
$620K +$5.19K +697 +0.8%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$617K +$661K +88,738 New
Citigroup
34
Citigroup
New York
$583K +$109K +14,585 +21%
FNBT
35
FineMark National Bank & Trust
Florida
$521K – – –
CS
36
Credit Suisse
Switzerland
$456K +$42.6K +5,725 +10%
VF
37
Virtu Financial
New York
$449K -$1.11M -149,584 -70%
Wolverine Trading
38
Wolverine Trading
Illinois
$432K -$397K -53,294 -45%
Wells Fargo
39
Wells Fargo
California
$413K +$104K +13,909 +31%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$393K +$160K +21,470 +61%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$360K +$204K +27,430 +113%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$359K +$83K +11,147 +28%
Ameriprise
43
Ameriprise
Minnesota
$343K +$75.8K +10,187 +26%
IFG
44
Independent Financial Group
California
$338K -$22.3K -3,000 -6%
Osaic Holdings
45
Osaic Holdings
Arizona
$337K -$57.1K -7,670 -14%
BTWM
46
Baker Tilly Wealth Management
Wisconsin
$336K +$45 +6 +0%
Truist Financial
47
Truist Financial
North Carolina
$326K +$64.2K +8,625 +23%
PCM
48
Prana Capital Management
Connecticut
$311K +$333K +44,741 New
Rafferty Asset Management
49
Rafferty Asset Management
New York
$309K +$150K +20,177 +83%
QT
50
Quantbot Technologies
New York
$280K +$211K +28,350 +235%
1
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UWMC Hedge Fund Activity: Q3 2021 in Review

137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2021, worth a combined $187M — down 19% from $229M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UWMC and 29 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 65 added.

The largest buyer was BlackRock, adding an estimated $8.75M. The largest seller was King Street Capital Management, cutting an estimated $18.3M.

  • 137 institutional investors held UWM Holdings (UWMC) as of Q3 2021, down from 141 in Q2 2021.
  • Funds reported $187M of UWM Holdings stock for Q3 2021, down 19% quarter-over-quarter.
  • 29 funds opened new UWM Holdings positions in Q3 2021 and 32 closed out, a net change of -3 holders.
  • The largest UWM Holdings buyer in Q3 2021 was BlackRock, an estimated $8.75M added.
  • The largest UWM Holdings seller in Q3 2021 was King Street Capital Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2021.