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UWM Holdings
UWMC

145 hedge funds and large institutions have $125M invested in UWM Holdings in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $4.26M

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

1% less funds holding

Funds holding: 146 → 145 (-1)

6.46% less ownership

Funds ownership: 44.66% → 38.2% (-6.5%)

33% less capital invested

Capital invested by funds: $188M → $125M (-$62.3M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
145
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
49
Reduced
44
Closed
26
Calls
$15.9M
Puts
$4.26M
Net Calls
+$11.6M
Net Calls Change
-$2.82M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$1.81M
2
AA
ALPS Advisors
Colorado
+$1.53M
3
E
Ergoteles
New York
+$1.46M
4
Morgan Stanley
Morgan Stanley
New York
+$1.38M
5
IIC
Integrated Investment Consultants
Michigan
+$1.13M

Top Sellers

1
DCP
Diameter Capital Partners
New York
-$11.4M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$4.77M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$3.12M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
126
Venture Visionary Partners
Ohio
$3.54K +$3.83K +1,000 New
TRCT
127
Tower Research Capital (TRC)
New York
$3K -$4.71K -1,229 -54%
PA
128
Parallel Advisors
California
$3K +$23 +6 +0.8%
CAL
129
Capital Advisors Ltd
Ohio
$3K +$2.48K +647 +211%
TCOV
130
Trust Company of Vermont
Vermont
$3K +$2.91K +760 New
GWM
131
Geneos Wealth Management
Colorado
$3K +$3.83K +1,000 New
CMA
132
Cedar Mountain Advisors
Oregon
$2K – – –
QCG
133
Quadrant Capital Group
Ohio
$1K – – –
SPIA
134
Steward Partners Investment Advisory
New York
$1K +$399 +104 +67%
EI
135
Ellevest Inc
New York
$1K +$445 +116 +68%
TCM
136
Tradewinds Capital Management
Washington
$1K +$766 +200 New
CA
137
CoreCap Advisors
Michigan
$1K +$805 +210 New
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
– -$1.53M -337,505 Closed
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
– -$981K -216,480 Closed
NICM
140
Neo Ivy Capital Management
New York
– -$638K -140,660 Closed
PCM
141
Prana Capital Management
Connecticut
– -$579K -127,774 Closed
ICM
142
Ionic Capital Management
New York
– -$337K -74,463 Closed
TI
143
Trexquant Investment
Connecticut
– -$252K -55,570 Closed
Walleye Capital
144
Walleye Capital
New York
– -$202K -44,541 Closed
GLA
145
Great Lakes Advisors
Illinois
– -$168K -37,157 Closed
Holocene Advisors
146
Holocene Advisors
New York
– -$138K -30,404 Closed
OR
147
Olympiad Research
Connecticut
– -$109K -23,979 Closed
OMC
148
Old Mission Capital
Illinois
– -$92K -20,372 Closed
Belvedere Trading
149
Belvedere Trading
Illinois
– -$68K -17,139 Closed
BCM
150
Brookstone Capital Management
Illinois
– -$69K -16,600 Closed
3 4 5
6
7

UWMC Hedge Fund Activity: Q2 2022 in Review

145 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q2 2022, worth a combined $125M — down 33% from $188M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UWMC positions and 26 closed out — a net gain of 1 holder — while 49 added to existing stakes and 44 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.81M. The largest seller was Diameter Capital Partners, cutting an estimated $11.4M.

  • 145 institutional investors held UWM Holdings (UWMC) as of Q2 2022, down from 146 in Q1 2022.
  • Funds reported $125M of UWM Holdings stock for Q2 2022, down 33% quarter-over-quarter.
  • 27 funds opened new UWM Holdings positions in Q2 2022 and 26 closed out, a net change of +1 holder.
  • The largest UWM Holdings buyer in Q2 2022 was Renaissance Technologies, an estimated $1.81M added.
  • The largest UWM Holdings seller in Q2 2022 was Diameter Capital Partners, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2022.