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UWM Holdings
UWMC

158 hedge funds and large institutions have $182M invested in UWM Holdings in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $13M

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

69% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 35

15% more funds holding

Funds holding: 137 → 158 (+21)

3.85% more ownership

Funds ownership: 26.8% → 30.65% (+3.9%)

2% less capital invested

Capital invested by funds: $187M → $182M (-$4.3M)

Holders
158
Holders Change
+21
Holders Change %
+15.33%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
59
Reduced
35
Closed
23
Calls
$31.5M
Puts
$13M
Net Calls
+$18.5M
Net Calls Change
-$12M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.6M
2
IIC
Integrated Investment Consultants
Michigan
+$6.96M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$5.18M
4
Marshall Wace
Marshall Wace
United Kingdom
+$5.02M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.24M

Top Sellers

Rank Fund Capital Flow
1
KSCM
King Street Capital Management
New York
-$13.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.61M
3
HWM
Hohimer Wealth Management
Washington
-$4.15M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.59M
5
BCM
Basswood Capital Management
New York
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$1.25M +$43.2K +6,400 +3%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$1.21M -$172K -25,525 -11%
UBS Group
28
UBS Group
Switzerland
$1.15M -$2.37M -350,605 -64%
Millennium Management
29
Millennium Management
New York
$1.01M +$1.04M +153,408 +929%
Squarepoint
30
Squarepoint
New York
$991K +$919K +136,198 +436%
Bank of America
31
Bank of America
North Carolina
$942K -$526K -77,962 -33%
Morgan Stanley
32
Morgan Stanley
New York
$938K -$183K -27,169 -15%
AGM
33
Alpine Global Management
New York
$799K +$911K +135,048 New
CC
34
Corton Capital
Ontario, Canada
$789K +$899K +133,234 New
PP
35
Paloma Partners
Connecticut
$724K +$825K +122,239 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$716K +$816K +120,944 New
IMC Chicago
37
IMC Chicago
Illinois
$710K +$810K +119,986 New
Invesco
38
Invesco
Georgia
$669K +$52.5K +7,774 +7%
VF
39
Virtu Financial
New York
$668K +$325K +48,206 +75%
CSS
40
Cubist Systematic Strategies
Connecticut
$586K +$584K +86,489 +692%
LGA
41
Lebenthal Global Advisors
New York
$563K +$36.3K +5,374 +6%
UBS AM
42
UBS AM
Illinois
$530K -$48.9K -7,242 -7%
Citigroup
43
Citigroup
New York
$526K +$33.3K +4,941 +6%
ECM
44
ExodusPoint Capital Management
New York
$498K +$568K +84,182 New
VPIM
45
Vanguard Personalized Indexing Management
California
$457K +$520K +77,123 New
Lazard Asset Management
46
Lazard Asset Management
New York
$455K +$520K +76,999 New
Holocene Advisors
47
Holocene Advisors
New York
$451K +$515K +76,256 New
LPL Financial
48
LPL Financial
California
$412K -$132K -19,579 -22%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$409K +$117K +17,405 +34%
Wolverine Trading
50
Wolverine Trading
Illinois
$393K +$9.07K +1,344 +2%
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UWMC Hedge Fund Activity: Q4 2021 in Review

158 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q4 2021, worth a combined $182M — down 2.3% from $187M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new UWMC positions and 23 closed out — a net gain of 23 holders — while 59 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock, adding an estimated $8.6M. The largest seller was King Street Capital Management, exiting entirely with an estimated $13.6M sold.

  • 158 institutional investors held UWM Holdings (UWMC) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $182M of UWM Holdings stock for Q4 2021, down 2.3% quarter-over-quarter.
  • 46 funds opened new UWM Holdings positions in Q4 2021 and 23 closed out, a net change of +23 holders.
  • The largest UWM Holdings buyer in Q4 2021 was BlackRock, an estimated $8.6M added.
  • The largest UWM Holdings seller in Q4 2021 was King Street Capital Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2021.