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UWM Holdings
UWMC

Overview Fund Activity

160 hedge funds and large institutions have $234M invested in UWM Holdings in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 22 closing their positions.

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
60
Reduced
55
Closed
22
Calls
$17.4M
Puts
$5.36M
Net Calls
+$12M
Net Calls Change
-$2.95M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$49.4M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$4.12M
3
Truist Financial
3
Truist Financial
North Carolina
$1.97M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$2.52M
5
PCMU
5
Paragon Capital Management (Utah)
Utah
$1.21M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$1.9M
2
SSA
2
Schonfeld Strategic Advisors
New York
$1.27M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$207K
4
ICM
4
Islay Capital Management
Texas
$0
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$325K 58,021 +488 +0.8%
SC
52
Sculptor Capital
New York
$319K 57,000 +57,000 New
LGA
53
Lebenthal Global Advisors
New York
$315K 56,241 -30,981 -36%
LPL Financial
54
LPL Financial
California
$313K 55,856 -18,855 -25%
PAG
55
Private Advisor Group
New Jersey
$308K 55,027 +232 +0.4%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$286K 51,012 -21,845 -30%
HF
57
HRT Financial
New York
$276K 49,339 +49,339 New
PCM
58
Penserra Capital Management
California
$249K 44,504 -7,707 -15%
CMF
59
Counterpoint Mutual Funds
California
$243K 43,447 +43,447 New
RIL
60
Rothschild Investment LLC
Illinois
$240K 42,900 -3,200 -7%
1WA
61
180 Wealth Advisors
Washington
$239K 43,783 -403 -0.9%
CAM
62
Cresset Asset Management
Illinois
$236K 41,421 +41,421 New
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$235K 41,992 -4,100 -9%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$233K 41,594 -61,665 -60%
Citigroup
65
Citigroup
New York
$230K 41,004 -27,576 -40%
Ameriprise
66
Ameriprise
Minnesota
$230K 40,836 -1,822 -4%
Treasurer of the State of North Carolina
67
Treasurer of the State of North Carolina
North Carolina
$227K 40,555 +30 +0.1%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$220K 39,312 -28 -0.1%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$207K 37,005 -189,796 -84%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$201K 35,827 +35,516 +11,420%
QT
71
Quantbot Technologies
New York
$178K 31,858 -48,899 -61%
BTWM
72
Baker Tilly Wealth Management
Wisconsin
$168K 30,000 -582 -2%
TMWM
73
Taylor & Morgan Wealth Management
Michigan
$163K 29,048 +2,595 +10%
BFG
74
Bleakley Financial Group
New Jersey
$158K 28,229 +13,226 +88%
SS
75
Simplicity Solutions
Minnesota
$158K 28,229 +13,226 +88%
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