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UWM Holdings
UWMC

72 hedge funds and large institutions have $329M invested in UWM Holdings in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 5

112% more funds holding

Funds holding: 34 → 72 (+38)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

70% more capital invested

Capital invested by funds: $194M → $329M (+$136M)

34.66% more ownership

Funds ownership: 46.18% → 80.84% (+35%)

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

Holders
72
Holders Change
+38
Holders Change %
+111.76%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
43
Increased
6
Reduced
16
Closed
5
Calls
$1.04M
Puts
–
Net Calls
+$1.04M
Net Calls Change
-$356K

Top Buyers

1
DKCM
Davidson Kempner Capital Management
New York
+$22.3M
2
ECM
Element Capital Management
New York
+$21.1M
3
LCM
LH Capital Markets
New York
+$15.8M
4
TAL
TIG Advisors LLC
New York
+$13M
5
BCM
BlueCrest Capital Management
Jersey
+$10.5M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
-$5.14M
2
MCM
Moore Capital Management
New York
-$3.69M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$3.64M
4
GL
Governors Lane
New York
-$3.6M
5
UOC
UBS O'Connor
Illinois
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
51
Deltec Asset Management
New York
$825K -$211K -20,024 -20%
PC
52
Periscope Capital
Ontario, Canada
$722K +$475K +45,000 +180%
Goldman Sachs
53
Goldman Sachs
New York
$637K +$527K +50,000 +425%
IECM
54
Intrinsic Edge Capital Management
Illinois
$516K +$527K +50,000 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$516K +$527K +50,000 New
MS
56
Maven Securities
Jersey
$515K +$527K +50,000 New
SC
57
Sculptor Capital
New York
$361K -$1.05M -100,000 -74%
UBS Group
58
UBS Group
Switzerland
$302K +$309K +29,268 New
Citigroup
59
Citigroup
New York
$268K +$274K +26,000 New
RA
60
Ramius Advisors
New York
$247K +$253K +23,952 New
WRBC
61
W.R. Berkley Corp
Connecticut
$223K -$30.6K -2,902 -12%
UFM
62
Ursa Fund Management
California
$206K +$211K +20,000 New
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$181K +$188K +17,796 New
CL
64
CSS LLC
Illinois
$180K +$185K +17,500 New
WAM
65
Wolverine Asset Management
Illinois
$175K +$179K +16,999 New
Walleye Capital
66
Walleye Capital
New York
$114K +$116K +11,045 New
EIP
67
Easterly Investment Partners
Massachusetts
$103K -$194K -18,380 -65%
FIA
68
FNY Investment Advisers
New York
$59K +$61.1K +5,790 New
Millennium Management
69
Millennium Management
New York
$24.5K +$6.25M +592,298 +33%
PAM
70
Panagora Asset Management
Massachusetts
$18K +$18.8K +1,778 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
Morgan Stanley
72
Morgan Stanley
New York
$3K +$2.84K +269 New
DCM
73
Driehaus Capital Management
Illinois
– -$5.14M -509,100 Closed
AA
74
AQR Arbitrage
Connecticut
– -$2.02M -200,000 Closed
MIM
75
Monashee Investment Management
Massachusetts
– -$1.01M -99,996 Closed
1 2
3
4

UWMC Hedge Fund Activity: Q3 2020 in Review

72 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2020, worth a combined $329M — up 70% from $194M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new UWMC positions and 5 closed out — a net gain of 38 holders — while 6 added to existing stakes and 16 trimmed.

The largest buyer was Davidson Kempner Capital Management, opening a new position worth an estimated $22.3M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $5.14M sold.

  • 72 institutional investors held UWM Holdings (UWMC) as of Q3 2020, up from 34 in Q2 2020.
  • Funds reported $329M of UWM Holdings stock for Q3 2020, up 70% quarter-over-quarter.
  • 43 funds opened new UWM Holdings positions in Q3 2020 and 5 closed out, a net change of +38 holders.
  • The largest UWM Holdings buyer in Q3 2020 was Davidson Kempner Capital Management, an estimated $22.3M added.
  • The largest UWM Holdings seller in Q3 2020 was Driehaus Capital Management, an estimated $5.14M sold.

Based on aggregated 13F filings for Q3 2020.