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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 Holding Trade Value Shares
Change 		Shares
Change %
DAM
126
Delta Asset Management
Tennessee
$7.7K +$678 +138 +10%
ANBT
127
American National Bank & Trust
Texas
$7.37K – – –
AIG
128
American International Group
New York
$6.57K -$192 -39 -3%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
NA
130
NewEdge Advisors
Louisiana
$5.21K – – –
CMP
131
Coston McIsaac & Partners
Maine
$5K +$124 +30 +3%
SWM
132
Spire Wealth Management
Virginia
$4.91K – – –
SC
133
Stephens Consulting
Michigan
$4.91K – – –
HNB
134
Huntington National Bank
Ohio
$4.91K – – –
SS
135
Sunbelt Securities
Texas
$4.46K +$4.46K +913 New
VWM
136
Venturi Wealth Management
Texas
$4.17K +$4.17K +850 New
LC
137
Lindbrook Capital
California
$3.03K -$1.26K -257 -29%
SPIA
138
Steward Partners Investment Advisory
New York
$2.85K +$1.51K +308 +113%
CMA
139
Cedar Mountain Advisors
Oregon
$2.21K – – –
Citadel Advisors
140
Citadel Advisors
Florida
$2.03K -$174K -35,462 -99%
PMFA
141
Plante Moran Financial Advisors
Michigan
$2K – – –
Russell Investments Group
142
Russell Investments Group
United Kingdom
$1.53K +$1.53K +311 New
BWM
143
Baystate Wealth Management
Massachusetts
$1.47K +$1.47K +300 New
AAS
144
Ameritas Advisory Services
Nebraska
$1.24K +$1.24K +225 New
TCM
145
Tradewinds Capital Management
Washington
$982 – – –
TCOV
146
Trust Company of Vermont
Vermont
$933 – – –
GRP
147
Global Retirement Partners
California
$736 +$736 +126 New
CA
148
Clearstead Advisors
Ohio
$621 +$15 +3 +2%
OIA
149
Optimum Investment Advisors
Illinois
$571 +$15 +3 +3%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$507 +$336 +68,437 +197%
4 5
6
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