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UWM Holdings

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: 137158 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$374K +$45K +6,662 +12%
Ameriprise
52
Ameriprise
Minnesota
$363K +$78.8K +11,681 +24%
CS
53
Credit Suisse
Switzerland
$334K -$60.3K -8,940 -14%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$317K +$361K +53,551 New
Ensign Peak Advisors
55
Ensign Peak Advisors
Utah
$312K +$356K +52,750 New
DU
56
Delphia (USA)
Ontario, Canada
$307K +$349K +51,779 New
CAN
57
Cetera Advisor Networks
California
$301K +$181K +26,859 +112%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$289K -$19.4K -2,869 -6%
Rafferty Asset Management
59
Rafferty Asset Management
New York
$283K +$22.6K +3,347 +8%
Simplex Trading
60
Simplex Trading
Illinois
$279K -$1.29M -191,658 -80%
NICM
61
Neo Ivy Capital Management
New York
$264K +$301K +44,533 New
SSG
62
Summit Securities Group
New York
$255K +$49.3K +7,300 +20%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$246K +$280K +41,535 New
IFG
64
Independent Financial Group
California
$221K -$75.6K -11,209 -23%
MAM
65
Martingale Asset Management
Massachusetts
$220K +$250K +37,000 New
RIL
66
Rothschild Investment LLC
Illinois
$219K
Treasurer of the State of North Carolina
67
Treasurer of the State of North Carolina
North Carolina
$195K -$3.31K -490 -1%
HWM
68
Hohimer Wealth Management
Washington
$194K -$4.15M -615,213 -95%
Legal & General Group
69
Legal & General Group
United Kingdom
$183K
AQR Capital Management
70
AQR Capital Management
Connecticut
$183K +$21.6K +3,203 +12%
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$178K +$98.5K +14,597 +95%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$169K +$45.2K +6,701 +31%
Truist Financial
73
Truist Financial
North Carolina
$158K -$136K -20,139 -43%
Walleye Trading
74
Walleye Trading
New York
$158K -$28.3K -4,189 -14%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$157K +$3.37K +500 +2%

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.