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UWM Holdings

219 hedge funds and large institutions have $621M invested in UWM Holdings in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

114% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $15.7M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more capital invested

Capital invested by funds: $371M → $621M (+$250M)

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

19.94% more ownership

Funds ownership: 56.36%76.3% (+20%)

14% more funds holding

Funds holding: 192219 (+27)

Holders
219
Holders Change
+27
Holders Change %
+14.06%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
84
Reduced
53
Closed
21
Calls
$33.7M
Puts
$15.7M
Net Calls
+$18M
Net Calls Change
+$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$230K +$60.6K +7,184 +36%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$228K
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$222K +$26.4K +3,132 +14%
Barclays
104
Barclays
United Kingdom
$222K +$182K +21,579 +486%
ASRS
105
Arizona State Retirement System
Arizona
$221K +$7.07K +839 +3%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$216K +$217K +25,687 New
SPC
107
Sigma Planning Corp
Michigan
$209K +$211 +25 +0.1%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$199K -$7.79K -924 -4%
IIM
109
INTECH Investment Management
Florida
$198K +$92K +10,913 +89%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$196K +$4.11K +487 +2%
PAG
111
Private Advisor Group
New Jersey
$192K -$23.9K -2,831 -11%
FFG
112
Fortem Financial Group
California
$186K -$24K -2,850 -12%
FC
113
FORA Capital
Florida
$183K +$181K +21,493 New
TCM
114
Teza Capital Management
Illinois
$174K -$86.3K -10,237 -33%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$170K -$4.63K -549 -3%
SG Americas Securities
116
SG Americas Securities
New York
$164K -$1.86M -220,529 -92%
Citigroup
117
Citigroup
New York
$162K -$229K -27,190 -59%
AIM
118
Aigen Investment Management
New York
$161K -$95.8K -11,358 -38%
DI
119
DDFG Inc
California
$158K +$2.22K +263 +1%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$155K
WPC
121
Wedmont Private Capital
Pennsylvania
$148K +$16.5K +1,963 +11%
PRS
122
Pinkerton Retirement Specialists
Idaho
$147K +$145K +17,203 New
SPA
123
Sherbrooke Park Advisers
New York
$145K +$144K +17,063 New
Victory Capital Management
124
Victory Capital Management
Texas
$143K -$55.1K -6,541 -28%
PI
125
PEAK6 Investments
Illinois
$135K +$134K +15,852 New

UWMC Hedge Fund Activity: Q3 2024 in Review

219 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2024, worth a combined $621M — up 67% from $371M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UWMC positions and 21 closed out — a net gain of 28 holders — while 84 added to existing stakes and 53 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $62.6M. The largest seller was First Trust Advisors, cutting an estimated $5.74M.

  • 219 institutional investors held UWM Holdings (UWMC) as of Q3 2024, up from 192 in Q2 2024.
  • Funds reported $621M of UWM Holdings stock for Q3 2024, up 67% quarter-over-quarter.
  • 49 funds opened new UWM Holdings positions in Q3 2024 and 21 closed out, a net change of +28 holders.
  • The largest UWM Holdings buyer in Q3 2024 was Citadel Advisors, an estimated $62.6M added.
  • The largest UWM Holdings seller in Q3 2024 was First Trust Advisors, an estimated $5.74M sold.

Based on aggregated 13F filings for Q3 2024.