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UWM Holdings
UWMC

Overview Fund Activity

159 hedge funds and large institutions have $194M invested in UWM Holdings in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 23 closing their positions.

Holders
159
Holders Change
+6
Holders Change %
+3.92%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
58
Reduced
47
Closed
23
Calls
$19.2M
Puts
$4.26M
Net Calls
+$15M
Net Calls Change
+$8M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$8.48M
2
Northern Trust
2
Northern Trust
Illinois
$8.83M
3
BCM
3
Basswood Capital Management
New York
$4.78M
4
ACL
4
Azora Capital LP
Florida
$4.02M
5
SSA
5
Schonfeld Strategic Advisors
New York
$3.97M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$348K
2
IIC
2
Integrated Investment Consultants
Michigan
$937K
3
Millennium Management
3
Millennium Management
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$21.8M
5
OQS
5
Occudo Quantitative Strategies
Florida
$376K
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
76
AllianceBernstein
Tennessee
$116K 23,658 +4,357 +23%
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$114K 23,158 +2,873 +14%
Corient Private Wealth
78
Corient Private Wealth
Florida
$108K 21,966 +21,966 New
Truist Financial
79
Truist Financial
North Carolina
$106K 21,600 +1,900 +10%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$104K 21,150 -4,300 -17%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$102K 20,700 +20,700 New
FCP
82
Fidelis Capital Partners
Florida
$100K 17,183 +17,183 New
RJA
83
Raymond James & Associates
Florida
$99.9K 20,337 +213 +1%
JC
84
JCSD Capital
California
$98.2K 20,000 -76,192 -79%
AB
85
Amalgamated Bank
New York
$93K 18,887 -1,519 -7%
SEI Investments
86
SEI Investments
Pennsylvania
$88.1K 17,936 +17,936 New
DI
87
DDFG Inc
California
$84K 17,102 +17,102 New
ECM
88
Evergreen Capital Management
Washington
$77K 15,482 +4,878 +46%
Osaic Holdings
89
Osaic Holdings
Arizona
$76.5K 15,539 +3,039 +24%
BFG
90
Bleakley Financial Group
New Jersey
$73.7K 15,003 +15,003 New
SS
91
Simplicity Solutions
Minnesota
$73.7K 15,003 +15,003 New
MAM
92
Martingale Asset Management
Massachusetts
$73.2K 14,900 -2,600 -15%
CB
93
Commerce Bank
Missouri
$70.2K 14,301 – –
VPIM
94
Vanguard Personalized Indexing Management
California
$68.6K 13,981 -6,622 -32%
Jane Street
95
Jane Street
New York
$63.6K 12,946 +12,946 New
FCI
96
Financial Counselors Inc
Kansas
$62K 12,626 – –
EIP
97
Easterly Investment Partners
Massachusetts
$59.1K 12,045 +12,045 New
X
98
Xponance
Pennsylvania
$56.3K 11,475 +208 +2%
Stifel Financial
99
Stifel Financial
Missouri
$56K 11,412 -2,200 -16%
Principal Financial Group
100
Principal Financial Group
Iowa
$54.7K 11,132 -687 -6%
2 3
4
5 6