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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 %
CFGS
126
Concourse Financial Group Securities
Alabama
$3.78K – – –
HNB
127
Huntington National Bank
Ohio
$3.31K – – –
SC
128
Stephens Consulting
Michigan
$3.31K – – –
SWM
129
Spire Wealth Management
Virginia
$3K – – –
LC
130
Lindbrook Capital
California
$2.9K +$2.9K +875 New
PA
131
Parallel Advisors
California
$2.41K +$23 +7 +1%
CAS
132
Coppell Advisory Solutions
Texas
$1.76K +$1.76K +531 New
CASC
133
Coppell Advisory Solutions Corp
Texas
$1.76K +$1.76K +531 New
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$1.66K +$1.66K +500 New
CMA
135
Cedar Mountain Advisors
Oregon
$1.49K – – –
PMFA
136
Plante Moran Financial Advisors
Michigan
$1.35K -$33.1K -10,000 -96%
ACM
137
Aquatic Capital Management
Illinois
$1K +$1K +300 New
SPIA
138
Steward Partners Investment Advisory
New York
$905 +$27 +8 +3%
ASN
139
Advisory Services Network
Georgia
$778 +$778 +235 New
CA
140
CoreCap Advisors
Michigan
$695 +$695 +210 New
TCM
141
Tradewinds Capital Management
Washington
$662 – – –
TCOV
142
Trust Company of Vermont
Vermont
$629 -$1.89K -570 -75%
BAM
143
Belpointe Asset Management
Nevada
$509 +$509 +154 New
CA
144
Clearstead Advisors
Ohio
$407 +$13 +4 +3%
OIA
145
Optimum Investment Advisors
Illinois
$375 +$10 +3 +3%
JWM
146
Janiczek Wealth Management
Colorado
$356 +$356 +91 New
NA
147
NewEdge Advisors
Louisiana
$4 +$4 +1,060 New
CMP
148
Coston McIsaac & Partners
Maine
$3 – +36 +3%
OCM
149
Oaktree Capital Management
California
– -$2.93M -1,000,000 Closed
BCM
150
Basswood Capital Management
New York
– -$2.34M -797,384 Closed
3 4 5
6
7