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UWM Holdings
UWMC

Overview Fund Activity

145 hedge funds and large institutions have $188M invested in UWM Holdings in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
-12
Holders Change %
-7.64%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
32
Increased
61
Reduced
35
Closed
41
Calls
$20.7M
Puts
$6.27M
Net Calls
+$14.4M
Net Calls Change
-$4.11M

Top Buyers

1
DCP
1
Diameter Capital Partners
New York
$36.1M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$5.72M
3
OCM
3
Oaktree Capital Management
California
$4.53M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$3.86M
5
State Street
5
State Street
Massachusetts
$8.12M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$0
2
IIC
2
Integrated Investment Consultants
Michigan
$302K
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
BlackRock
4
BlackRock
New York
$16.3M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
101
Baker Tilly Wealth Management
Wisconsin
$48K +$48K +10,523 New
CSS
102
Cubist Systematic Strategies
Connecticut
$47K -$404K -88,678 -90%
PMFA
103
Plante Moran Financial Advisors
Michigan
$47K – – –
TLP
104
Tri Locum Partners
New York
$47K +$47K +10,330 New
HSBC Holdings
105
HSBC Holdings
United Kingdom
$45K -$1.41K -315 -3%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$44K – – –
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$34K -$8.24K -1,822 -20%
PCM
108
Penserra Capital Management
California
$22K -$6.02K -1,353 -21%
SWM
109
Spire Wealth Management
Virginia
$21K +$264 +59 +1%
MIM
110
MetLife Investment Management
New Jersey
$17K +$17K +3,763 New
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$14K +$1.85K +394 +15%
PFS
112
Prospera Financial Services
Texas
$14K +$14K +3,174 New
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.2K – – –
TFS
114
TrustCore Financial Services
Tennessee
$11K – – –
TPCW
115
TD Private Client Wealth
New York
$10K +$10K +2,212 New
AF
116
Allworth Financial
California
$10K +$205 +47 +2%
TRCT
117
Tower Research Capital (TRC)
New York
$10K +$3.13K +711 +46%
FCG
118
Financial Connections Group
California
$9K +$153 +35 +2%
HFS
119
Hantz Financial Services
Michigan
$8K +$6.22K +1,296 +349%
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$8K +$8K +1,880 New
CG
121
Cutler Group
California
$7K -$3.29K -785 -32%
ANBT
122
American National Bank & Trust
Texas
$7K – – –
BHWM
123
Beaird Harris Wealth Management
Texas
$7K +$116 +26 +2%
AIG
124
American International Group
New York
$6K -$64 -14 -1%
HNB
125
Huntington National Bank
Ohio
$5K +$2.5K +500 +100%
3 4
5
6 7