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UWM Holdings

219 hedge funds and large institutions have $621M invested in UWM Holdings in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

114% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $15.7M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more capital invested

Capital invested by funds: $371M → $621M (+$250M)

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

19.94% more ownership

Funds ownership: 56.36%76.3% (+20%)

14% more funds holding

Funds holding: 192219 (+27)

Holders
219
Holders Change
+27
Holders Change %
+14.06%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
84
Reduced
53
Closed
21
Calls
$33.7M
Puts
$15.7M
Net Calls
+$18M
Net Calls Change
+$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
26
Bank of Nova Scotia
Ontario, Canada
$3.51M +$1.75M +207,136 +101%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$3.24M -$1.09M -129,186 -25%
First Trust Advisors
28
First Trust Advisors
Illinois
$3.22M -$5.74M -681,366 -64%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$2.85M -$2.22M -263,600 -44%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.43M +$422 +50 +0%
QT
31
Quantbot Technologies
New York
$2.33M +$1.27M +150,981 +123%
Walleye Capital
32
Walleye Capital
New York
$2.16M +$2.05M +242,951 +2,301%
N
33
Nuveen
North Carolina
$2.07M -$347K -41,218 -15%
AQR Capital Management
34
AQR Capital Management
Connecticut
$2.03M -$161K -19,065 -7%
GCP
35
GSA Capital Partners
United Kingdom
$1.96M +$728K +86,356 +60%
LPL Financial
36
LPL Financial
California
$1.82M +$874K +103,714 +95%
Tudor Investment Corp
37
Tudor Investment Corp
Connecticut
$1.73M +$1.71M +202,921 New
CCA
38
Carrera Capital Advisors
Michigan
$1.73M +$1.69M +200,369 New
Holocene Advisors
39
Holocene Advisors
New York
$1.72M -$1.85M -218,921 -52%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$1.63M +$120K +14,243 +8%
II
41
Inspire Investing
Idaho
$1.53M +$1.19M +140,830 +366%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.5M
UBS AM
43
UBS AM
Illinois
$1.44M -$192K -22,716 -12%
UBS Group
44
UBS Group
Switzerland
$1.37M -$579K -68,682 -30%
Verition Fund Management
45
Verition Fund Management
Connecticut
$1.36M +$1.1M +130,439 +446%
CIP
46
Chartwell Investment Partners
Pennsylvania
$1.24M -$506K -60,000 -29%
Walleye Trading
47
Walleye Trading
New York
$1.23M +$1.22M +144,595 New
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$1.07M +$1.05M +125,004 New
VA
49
Vident Advisory
Georgia
$986K +$170K +20,163 +21%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$891K +$106K +12,574 +14%

UWMC Hedge Fund Activity: Q3 2024 in Review

219 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2024, worth a combined $621M — up 67% from $371M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UWMC positions and 21 closed out — a net gain of 28 holders — while 84 added to existing stakes and 53 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $62.6M. The largest seller was First Trust Advisors, cutting an estimated $5.74M.

  • 219 institutional investors held UWM Holdings (UWMC) as of Q3 2024, up from 192 in Q2 2024.
  • Funds reported $621M of UWM Holdings stock for Q3 2024, up 67% quarter-over-quarter.
  • 49 funds opened new UWM Holdings positions in Q3 2024 and 21 closed out, a net change of +28 holders.
  • The largest UWM Holdings buyer in Q3 2024 was Citadel Advisors, an estimated $62.6M added.
  • The largest UWM Holdings seller in Q3 2024 was First Trust Advisors, an estimated $5.74M sold.

Based on aggregated 13F filings for Q3 2024.