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UWM Holdings
UWMC

Overview Fund Activity

133 hedge funds and large institutions have $103M invested in UWM Holdings in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-11
Holders Change %
-7.64%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
48
Reduced
45
Closed
25
Calls
$14.8M
Puts
$4.26M
Net Calls
+$10.6M
Net Calls Change
-$1.05M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.69M
2
PE
2
Platinum Equity
California
$14.3M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$1.12M
4
BCM
4
Basswood Capital Management
New York
$2.34M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$713K

Top Sellers

1
DCP
1
Diameter Capital Partners
New York
$0
2
AA
2
ALPS Advisors
Colorado
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
E
4
Ergoteles
New York
$73K
5
BlackRock
5
BlackRock
New York
$9.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTIM
76
Marathon Trading Investment Management
Pennsylvania
$54K – – –
MAM
77
Martingale Asset Management
Massachusetts
$53K -$1.47K -500 -3%
Truist Financial
78
Truist Financial
North Carolina
$53K – – –
Osaic Holdings
79
Osaic Holdings
Arizona
$53K +$4.98K +1,707 +10%
RJA
80
Raymond James & Associates
Florida
$52K -$13.5K -4,597 -21%
DC
81
Diametric Capital
Massachusetts
$51K +$51K +17,349 New
CSS
82
Cubist Systematic Strategies
Connecticut
$50K +$26.9K +9,079 +116%
GWS
83
Glassman Wealth Services
Virginia
$49K – – –
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$48K -$14.7K -4,965 -23%
CB
85
Commerce Bank
Missouri
$42K +$42K +14,301 New
OPS
86
Orion Portfolio Solutions
Nebraska
$41K +$41K +13,840 New
SOW
87
State of Wyoming
Wyoming
$40K +$40K +13,668 New
Teacher Retirement System of Texas
88
Teacher Retirement System of Texas
Texas
$37K -$6.26K -2,115 -14%
Jane Street
89
Jane Street
New York
$36K -$60.8K -20,517 -63%
DTL
90
Dynamic Technology Lab
Singapore
$36K -$49.6K -17,351 -58%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$36K -$29.8K -10,275 -45%
Principal Financial Group
92
Principal Financial Group
Iowa
$34K -$5.78K -1,956 -15%
X
93
Xponance
Pennsylvania
$34K +$418 +141 +1%
IC
94
IEQ Capital
California
$33K -$332 -115 -1%
BTWM
95
Baker Tilly Wealth Management
Wisconsin
$31K +$41 +14 +0.1%
PMFA
96
Plante Moran Financial Advisors
Michigan
$30K – – –
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$29K – – –
TI
98
Telemetry Investments
New York
$29K – – –
JPMPWA
99
J.P. Morgan Private Wealth Advisors
California
$29K +$173 +60 +0.6%
KPWS
100
Kestra Private Wealth Services
Texas
$29K +$29K +10,019 New
2 3
4
5 6