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UWM Holdings
UWMC

Overview Fund Activity

133 hedge funds and large institutions have $103M invested in UWM Holdings in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-11
Holders Change %
-7.64%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
48
Reduced
45
Closed
25
Calls
$14.8M
Puts
$4.26M
Net Calls
+$10.6M
Net Calls Change
-$1.05M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.69M
2
PE
2
Platinum Equity
California
$14.3M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$1.12M
4
BCM
4
Basswood Capital Management
New York
$2.34M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$713K

Top Sellers

1
DCP
1
Diameter Capital Partners
New York
$0
2
AA
2
ALPS Advisors
Colorado
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
E
4
Ergoteles
New York
$73K
5
BlackRock
5
BlackRock
New York
$9.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
101
Barclays
United Kingdom
$28K -$51.8K -18,189 -65%
NFSG
102
Newbridge Financial Services Group
Florida
$24K +$5.93K +2,000 +33%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$19K -$920 -307 -5%
MIM
104
MetLife Investment Management
New Jersey
$15.8K -$3 -1 -0%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$9K -$610 -200 -6%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.91K – – –
FCG
107
Financial Connections Group
California
$6K +$155 +56 +3%
HFS
108
Hantz Financial Services
Michigan
$6K +$1.41K +516 +31%
BHWM
109
Beaird Harris Wealth Management
Texas
$6K +$6K +2,132 New
AF
110
Allworth Financial
California
$5K -$1.9K -619 -28%
OLVIG
111
Oliver Lagore Vanvalin Investment Group
Michigan
$5K +$5K +1,800 New
CG
112
Cutler Group
California
$4K -$16.9K -7,027 -81%
ANBT
113
American National Bank & Trust
Texas
$4K – – –
AIG
114
American International Group
New York
$4K +$14 +5 +0.4%
SWM
115
Spire Wealth Management
Virginia
$3K -$11.3K -3,776 -79%
HNB
116
Huntington National Bank
Ohio
$3K – – –
Loomis, Sayles & Company
117
Loomis, Sayles & Company
Massachusetts
$3K – – –
CMP
118
Coston McIsaac & Partners
Maine
$3K +$74 +28 +3%
CFGS
119
Concourse Financial Group Securities
Alabama
$3K +$3K +1,108 New
SC
120
Stephens Consulting
Michigan
$2.93K – – –
TCOV
121
Trust Company of Vermont
Vermont
$2K – – –
PA
122
Parallel Advisors
California
$2K +$14 +5 +0.7%
TCM
123
Tradewinds Capital Management
Washington
$1K – – –
CMA
124
Cedar Mountain Advisors
Oregon
$1K – – –
SPIA
125
Steward Partners Investment Advisory
New York
$1K +$23 +6 +2%
2 3 4
5
6