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UWM Holdings
UWMC

Overview Fund Activity

159 hedge funds and large institutions have $194M invested in UWM Holdings in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 23 closing their positions.

Holders
159
Holders Change
+6
Holders Change %
+3.92%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
58
Reduced
47
Closed
23
Calls
$19.2M
Puts
$4.26M
Net Calls
+$15M
Net Calls Change
+$8M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$8.48M
2
Northern Trust
2
Northern Trust
Illinois
$8.83M
3
BCM
3
Basswood Capital Management
New York
$4.78M
4
ACL
4
Azora Capital LP
Florida
$4.02M
5
SSA
5
Schonfeld Strategic Advisors
New York
$3.97M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$348K
2
IIC
2
Integrated Investment Consultants
Michigan
$937K
3
Millennium Management
3
Millennium Management
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$21.8M
5
OQS
5
Occudo Quantitative Strategies
Florida
$376K
Name Market Value Shares Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$54.5K 11,093 +125 +1%
KPWS
102
Kestra Private Wealth Services
Texas
$54.3K 11,050 +11,050 New
SCM
103
Schnieders Capital Management
California
$54K 11,000 +11,000 New
IC
104
IEQ Capital
California
$51.3K 10,438 +10,438 New
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$48.2K 9,822 – –
SSG
106
Summit Securities Group
New York
$45K 9,200 -8,100 -47%
CG
107
Cutler Group
California
$44K 9,091 +5,377 +145%
QC
108
Quent Capital
New York
$40.6K 8,270 – –
NFSG
109
Newbridge Financial Services Group
Florida
$34.9K 7,100 -1,000 -12%
IAIM
110
International Assets Investment Management
Florida
$33.3K 6,775 -25,284 -79%
PA
111
Parallel Advisors
California
$32.5K 6,613 +5,884 +807%
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$32K 6,419 -24,995 -80%
Loomis, Sayles & Company
113
Loomis, Sayles & Company
Massachusetts
$31K 6,379 -2,387 -27%
MIM
114
MetLife Investment Management
New Jersey
$25.9K 5,276 +12 +0.2%
QCG
115
Quadrant Capital Group
Ohio
$25.9K 5,275 +2,168 +70%
TRCT
116
Tower Research Capital (TRC)
New York
$20K 3,972 -1,208 -23%
AF
117
Allworth Financial
California
$11.4K 2,312 +25 +1%
BHWM
118
Beaird Harris Wealth Management
Texas
$11.1K 2,261 +63 +3%
FCG
119
Financial Connections Group
California
$11K 2,296 +60 +3%
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8K 2,200 – –
OLVIG
121
Oliver Lagore Vanvalin Investment Group
Michigan
$10.1K 2,057 +57 +3%
HFS
122
Hantz Financial Services
Michigan
$10K 2,134 -83 -4%
US Bancorp
123
US Bancorp
Minnesota
$9.49K 1,933 -18,803 -91%
CCA
124
Column Capital Advisors
Indiana
$8.84K 1,800 – –
S
125
SignatureFD
Georgia
$8.58K 1,748 -573 -25%
3 4
5
6 7