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UWM Holdings
UWMC

Overview Fund Activity

183 hedge funds and large institutions have $342M invested in UWM Holdings in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
183
Holders Change
+18
Holders Change %
+10.91%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
75
Reduced
49
Closed
19
Calls
$26.7M
Puts
$7M
Net Calls
+$19.7M
Net Calls Change
+$1.09M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$55.4M
2
ACL
2
Azora Capital LP
Florida
$6.71M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.56M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.48M
5
BlackRock
5
BlackRock
New York
$31.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$408
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$648K
3
BCM
3
Basswood Capital Management
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$61.9M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
76
PDT Partners
New York
$260K +$260K +36,300 New
Barclays
77
Barclays
United Kingdom
$229K +$4.47K +625 +2%
Two Sigma Advisers
78
Two Sigma Advisers
New York
$221K +$221K +30,900 New
PA
79
Procyon Advisors
Connecticut
$220K +$86 +12 +0%
TMWM
80
Taylor & Morgan Wealth Management
Michigan
$215K +$4.08K +571 +2%
CAN
81
Cetera Advisor Networks
California
$215K +$8.61K +1,204 +4%
SOW
82
State of Wyoming
Wyoming
$210K +$123K +17,252 +143%
AB
83
Amalgamated Bank
New York
$198K +$1.61K +225 +0.8%
AWA
84
Arkadios Wealth Advisors
Georgia
$198K -$10K -1,400 -5%
GCM
85
Greenland Capital Management
New York
$193K +$193K +27,000 New
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$191K – – –
SS
87
Simplicity Solutions
Minnesota
$183K +$2.5K +350 +1%
BFG
88
Bleakley Financial Group
New Jersey
$183K +$2.5K +350 +1%
FFG
89
Fortem Financial Group
California
$177K -$8.58K -1,200 -5%
EC
90
EntryPoint Capital
New York
$177K +$177K +24,730 New
ASRS
91
Arizona State Retirement System
Arizona
$177K -$3.25K -454 -2%
QC
92
Quadrature Capital
United Kingdom
$174K +$174K +24,417 New
LWM
93
LJI Wealth Management
Indiana
$166K -$17.2K -2,400 -9%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$160K +$15.3K +2,140 +11%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$158K -$3.1K -434 -2%
Osaic Holdings
96
Osaic Holdings
Arizona
$155K +$47.3K +6,618 +44%
SPS
97
Susquehanna Portfolio Strategies
Pennsylvania
$150K +$150K +21,032 New
P
98
Pitcairn
Pennsylvania
$149K -$28.6K -3,996 -16%
HFM
99
Harvest Fund Management
China
$142K +$135K +18,960 +2,084%
RJA
100
Raymond James & Associates
Florida
$137K +$3.45K +482 +3%
2 3
4
5 6