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UWM Holdings
UWMC

Overview Fund Activity

159 hedge funds and large institutions have $194M invested in UWM Holdings in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 23 closing their positions.

Holders
159
Holders Change
+6
Holders Change %
+3.92%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
58
Reduced
47
Closed
23
Calls
$19.2M
Puts
$4.26M
Net Calls
+$15M
Net Calls Change
+$8M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$8.48M
2
Northern Trust
2
Northern Trust
Illinois
$8.83M
3
BCM
3
Basswood Capital Management
New York
$4.78M
4
ACL
4
Azora Capital LP
Florida
$4.02M
5
SSA
5
Schonfeld Strategic Advisors
New York
$3.97M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$348K
2
IIC
2
Integrated Investment Consultants
Michigan
$937K
3
Millennium Management
3
Millennium Management
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$21.8M
5
OQS
5
Occudo Quantitative Strategies
Florida
$376K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$715K 145,608 +19,271 +15%
Group One Trading
27
Group One Trading
Illinois
$678K 138,174 +54,550 +65%
ICM
28
Islay Capital Management
Texas
$664K 135,133 +135,133 New
UBS Group
29
UBS Group
Switzerland
$617K 125,649 +23,772 +23%
USCWA
30
U.S. Capital Wealth Advisors
Texas
$563K 114,677 -115,502 -50%
TG
31
TCW Group
California
$559K 113,889 +12,805 +13%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$550K 111,939 -1,894 -2%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$540K 110,047 +14,728 +15%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$523K 106,562 +2,646 +3%
UBS AM
35
UBS AM
Illinois
$441K 89,830 – –
CAN
36
Cetera Advisor Networks
California
$431K 87,818 -15,378 -15%
LGA
37
Lebenthal Global Advisors
New York
$428K 87,222 -115 -0.1%
QT
38
Quantbot Technologies
New York
$397K 80,757 +80,757 New
GCP
39
GSA Capital Partners
United Kingdom
$386K 78,547 -57,564 -42%
OQS
40
Occudo Quantitative Strategies
Florida
$376K 76,591 -187,869 -71%
CS
41
Credit Suisse
Switzerland
$376K 76,563 +7,232 +10%
LPL Financial
42
LPL Financial
California
$367K 74,711 -3,019 -4%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$364K 74,189 +36 +0%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$358K 72,857 +97 +0.1%
Bank of America
45
Bank of America
North Carolina
$348K 70,961 -332,631 -82%
Citigroup
46
Citigroup
New York
$337K 68,580 +24,746 +56%
Mariner
47
Mariner
Kansas
$304K 61,886 +20,099 +48%
ASN
48
Advisory Services Network
Georgia
$302K 61,428 +61,193 +26,040%
Wells Fargo
49
Wells Fargo
California
$282K 57,533 -9,850 -15%
Barclays
50
Barclays
United Kingdom
$282K 57,466 +40,030 +230%
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