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UWM Holdings
UWMC

Overview Fund Activity

153 hedge funds and large institutions have $120M invested in UWM Holdings in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+20
Holders Change %
+15.04%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
52
Reduced
44
Closed
19
Calls
$14.4M
Puts
$7.37M
Net Calls
+$6.99M
Net Calls Change
-$3.57M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15.5M
2
BlackRock
2
BlackRock
New York
$13.1M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$942K
4
OQS
4
Occudo Quantitative Strategies
Florida
$875K
5
Squarepoint
5
Squarepoint
New York
$830K

Top Sellers

1
OCM
1
Oaktree Capital Management
California
$0
2
BCM
2
Basswood Capital Management
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$320K
4
UBS Group
4
UBS Group
Switzerland
$337K
5
Jennison Associates
5
Jennison Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
X
101
Xponance
Pennsylvania
$37.3K -$636 -192 -2%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$36.3K -$17.4K -5,269 -32%
ECM
103
Evergreen Capital Management
Washington
$36.2K +$36.2K +10,604 New
BTWM
104
Baker Tilly Wealth Management
Wisconsin
$35K +$56 +17 +0.2%
EGM
105
Engineers Gate Manager
New York
$34.7K +$34.7K +10,479 New
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$32.5K – – –
Loomis, Sayles & Company
107
Loomis, Sayles & Company
Massachusetts
$29K +$25.1K +7,581 +640%
QC
108
Quent Capital
New York
$27.4K +$27.4K +8,270 New
NFSG
109
Newbridge Financial Services Group
Florida
$26.8K – – –
MIM
110
MetLife Investment Management
New Jersey
$17.4K -$440 -133 -2%
TRCT
111
Tower Research Capital (TRC)
New York
$17K -$47.4K -14,437 -74%
CG
112
Cutler Group
California
$12K +$6.61K +2,046 +123%
QCG
113
Quadrant Capital Group
Ohio
$10.3K +$10.3K +3,107 New
S
114
SignatureFD
Georgia
$7.68K +$7.68K +2,321 New
AF
115
Allworth Financial
California
$7.57K +$2.17K +656 +40%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.28K -$1.66K -500 -19%
BHWM
117
Beaird Harris Wealth Management
Texas
$7.28K +$218 +66 +3%
HFS
118
Hantz Financial Services
Michigan
$7K +$60 +19 +0.9%
FCG
119
Financial Connections Group
California
$7K +$210 +67 +3%
OLVIG
120
Oliver Lagore Vanvalin Investment Group
Michigan
$6.62K +$662 +200 +11%
CCA
121
Column Capital Advisors
Indiana
$5.96K +$5.96K +1,800 New
ANBT
122
American National Bank & Trust
Texas
$5K – – –
DAM
123
Delta Asset Management
Tennessee
$4.74K +$4.74K +1,430 New
AIG
124
American International Group
New York
$4.56K -$103 -31 -2%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$4K -$6.02K -1,773 -60%
3 4
5
6 7