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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 %
Loomis, Sayles & Company
126
Loomis, Sayles & Company
Massachusetts
$5K +$5K +1,185 New
SC
127
Stephens Consulting
Michigan
$4.53K – – –
PA
128
Parallel Advisors
California
$3K -$203 -48 -6%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$2K -$104 -26 -5%
CMA
130
Cedar Mountain Advisors
Oregon
$2K – – –
PCG
131
Private Capital Group
Connecticut
$2K +$2K +505 New
CA
132
Clearstead Advisors
Ohio
$1K +$9 +1 +0.9%
SPIA
133
Steward Partners Investment Advisory
New York
$1K +$19 +3 +2%
HR
134
Howe & Rusling
New York
$1K +$143 +20 +17%
QCG
135
Quadrant Capital Group
Ohio
$1K +$750 +117 +300%
EI
136
Ellevest Inc
New York
$1K +$1K +171 New
CAL
137
Capital Advisors Ltd
Ohio
$1K +$971 +298 +3,311%
Victory Capital Management
138
Victory Capital Management
Texas
– -$7.88M -1,330,488 Closed
Marshall Wace
139
Marshall Wace
United Kingdom
– -$4.41M -744,094 Closed
WMSA
140
Weiss Multi-Strategy Advisers
New York
– -$2.98M -502,732 Closed
VanEck Associates
141
VanEck Associates
New York
– -$1.84M -310,982 Closed
SM
142
SG3 Management
Puerto Rico
– -$1.81M -305,000 Closed
AGM
143
Alpine Global Management
New York
– -$799K -135,048 Closed
PP
144
Paloma Partners
Connecticut
– -$724K -122,239 Closed
IMC Chicago
145
IMC Chicago
Illinois
– -$710K -119,986 Closed
VF
146
Virtu Financial
New York
– -$668K -112,778 Closed
ECM
147
ExodusPoint Capital Management
New York
– -$498K -84,182 Closed
Lazard Asset Management
148
Lazard Asset Management
New York
– -$455K -76,999 Closed
Simplex Trading
149
Simplex Trading
Illinois
– -$279K -47,269 Closed
HWM
150
Hohimer Wealth Management
Washington
– -$194K -32,725 Closed
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6
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