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UWM Holdings
UWMC

Overview Fund Activity

165 hedge funds and large institutions have $207M invested in UWM Holdings in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 20 closing their positions.

Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
66
Reduced
50
Closed
20
Calls
$22.6M
Puts
$3.96M
Net Calls
+$18.6M
Net Calls Change
+$6.61M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$29.5M
2
Victory Capital Management
2
Victory Capital Management
Texas
$9.92M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.35M
4
Invesco
4
Invesco
Georgia
$1.75M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.37M

Top Sellers

1
ACL
1
Azora Capital LP
Florida
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$1.49M
3
PCMU
3
Paragon Capital Management (Utah)
Utah
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.32M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$893K +$184K +37,852 +26%
IIC
27
Integrated Investment Consultants
Michigan
$818K +$28.5K +5,884 +4%
SO
28
STRS Ohio
Ohio
$809K +$87.2K +17,995 +12%
Axa
29
Axa
France
$788K +$788K +162,500 New
Squarepoint
30
Squarepoint
New York
$785K +$328K +67,723 +72%
LPL Financial
31
LPL Financial
California
$673K +$402K +82,858 +148%
AQR Capital Management
32
AQR Capital Management
Connecticut
$592K +$190K +39,155 +47%
TI
33
Trexquant Investment
Connecticut
$545K +$545K +112,330 New
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$509K +$19.3K +3,971 +4%
UBS AM
35
UBS AM
Illinois
$494K +$58.1K +11,987 +13%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$480K -$48.7K -10,034 -9%
IMRF
37
Illinois Municipal Retirement Fund
Illinois
$452K +$452K +93,198 New
SEI Investments
38
SEI Investments
Pennsylvania
$418K -$457K -94,237 -52%
CS
39
Credit Suisse
Switzerland
$415K -$22.9K -4,726 -5%
SPA
40
Sherbrooke Park Advisers
New York
$400K +$400K +82,509 New
LGA
41
Lebenthal Global Advisors
New York
$391K +$118K +24,281 +43%
AIM
42
Aigen Investment Management
New York
$360K +$360K +74,269 New
OQS
43
Occudo Quantitative Strategies
Florida
$351K -$6.94K -1,431 -2%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$346K -$384K -79,277 -53%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$335K +$49 +10 +0%
Mariner
46
Mariner
Kansas
$308K -$398 -82 -0.1%
Legal & General Group
47
Legal & General Group
United Kingdom
$306K -$9.17K -1,891 -3%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$300K +$300K +61,840 New
Marshall Wace
49
Marshall Wace
United Kingdom
$298K +$201K +41,507 +208%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$284K +$284K +58,501 New
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