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UWM Holdings
UWMC

Overview Fund Activity

165 hedge funds and large institutions have $207M invested in UWM Holdings in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 20 closing their positions.

Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
66
Reduced
50
Closed
20
Calls
$22.6M
Puts
$3.96M
Net Calls
+$18.6M
Net Calls Change
+$6.61M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$29.5M
2
Victory Capital Management
2
Victory Capital Management
Texas
$9.92M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.35M
4
Invesco
4
Invesco
Georgia
$1.75M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.37M

Top Sellers

1
ACL
1
Azora Capital LP
Florida
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$1.49M
3
PCMU
3
Paragon Capital Management (Utah)
Utah
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.32M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
OR
76
Olympiad Research
Connecticut
$146K +$146K +30,102 New
TMWM
77
Taylor & Morgan Wealth Management
Michigan
$143K +$2.47K +510 +2%
AWA
78
Arkadios Wealth Advisors
Georgia
$141K +$141K +29,041 New
CAN
79
Cetera Advisor Networks
California
$140K -$286K -59,063 -67%
AB
80
Amalgamated Bank
New York
$133K +$61.9K +12,786 +87%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$130K +$679 +140 +0.5%
FFG
82
Fortem Financial Group
California
$126K +$126K +26,000 New
LWM
83
LJI Wealth Management
Indiana
$124K -$5.82K -1,200 -4%
SS
84
Simplicity Solutions
Minnesota
$122K -$14.4K -2,976 -11%
BFG
85
Bleakley Financial Group
New Jersey
$122K -$14.4K -2,976 -11%
ASRS
86
Arizona State Retirement System
Arizona
$122K +$1.65K +340 +1%
P
87
Pitcairn
Pennsylvania
$120K +$4.75K +979 +4%
Millennium Management
88
Millennium Management
New York
$112K -$537K -110,692 -83%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$109K -$2.28K -469 -2%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$102K -$728 -150 -0.7%
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$98.4K -$3.72K -767 -4%
FCP
92
Fidelis Capital Partners
Florida
$94K +$6.32K +1,302 +7%
RJA
93
Raymond James & Associates
Florida
$90.5K +$3.81K +785 +4%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$89.3K -$90.1K -18,586 -50%
Wellington Management Group
95
Wellington Management Group
Massachusetts
$87.3K +$87.3K +17,997 New
DI
96
DDFG Inc
California
$84.5K +$1.6K +330 +2%
GWS
97
Glassman Wealth Services
Virginia
$80.4K +$80.4K +16,583 New
ECM
98
Evergreen Capital Management
Washington
$76.6K – – –
Osaic Holdings
99
Osaic Holdings
Arizona
$73.3K +$1.65K +341 +2%
Jane Street
100
Jane Street
New York
$73.3K -$440K -90,703 -86%
2 3
4
5 6