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UWM Holdings
UWMC

Overview Fund Activity

140 hedge funds and large institutions have $229M invested in UWM Holdings in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 39 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+44
Holders Change %
+45.83%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
64
Increased
39
Reduced
22
Closed
20
Calls
$133M
Puts
$47.7M
Net Calls
+$85.4M
Net Calls Change
+$26.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$57.4M
2
BCM
2
Basswood Capital Management
New York
$8.83M
3
AIMCA
3
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.34M
4
State Street
4
State Street
Massachusetts
$6.22M
5
BlackRock
5
BlackRock
New York
$16.8M

Top Sellers

1
KSCM
1
King Street Capital Management
New York
$37.3M
2
PF
2
Phoenix Financial
Israel
$0
3
Public Sector Pension Investment Board (PSP Investments)
3
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.11M
4
PCM
4
Prana Capital Management
Connecticut
$0
5
LCM
5
Lakewood Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$31K +$31K +3,661 New
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.8K – – –
HFS
103
Hantz Financial Services
Michigan
$20K +$17K +2,003 +556%
TFS
104
TrustCore Financial Services
Tennessee
$20K +$20K +2,373 New
AF
105
Allworth Financial
California
$19K – – –
MC
106
Maverick Capital
Texas
$18K +$18K +2,087 New
LF
107
Lee Financial
Texas
$17K +$8.5K +1,000 +100%
TWA
108
TCI Wealth Advisors
Arizona
$17K +$17K +2,000 New
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$15.8K +$15.8K +1,875 New
ANBT
110
American National Bank & Trust
Texas
$13K – – –
RIA
111
RPG Investment Advisory
California
$13K +$2.17K +250 +20%
TIM
112
Tortoise Investment Management
New York
$11K +$11K +1,249 New
FP
113
Financial Perspectives
Minnesota
$8.45K +$8.45K +1,000 New
LC
114
Lindbrook Capital
California
$8K – – –
PA
115
Parallel Advisors
California
$6K +$17 +2 +0.3%
Deutsche Bank
116
Deutsche Bank
Germany
$4K -$205K -26,377 -98%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
CMA
118
Cedar Mountain Advisors
Oregon
$4K – – –
HNB
119
Huntington National Bank
Ohio
$4K +$4K +500 New
BFEC
120
Benjamin F. Edwards & Company
Missouri
$3K – – –
CWP
121
Concord Wealth Partners
Virginia
$3K +$3K +300 New
GWM
122
Geneos Wealth Management
Colorado
$2K – – –
TCOV
123
Trust Company of Vermont
Vermont
$2K +$296 +42 +17%
APA
124
American Portfolios Advisors
New York
$1.15K – – –
FIA
125
FNY Investment Advisers
New York
$1K -$11.8K -2,120 -92%
3 4
5
6 7