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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
Holders
219
Holders Change
+27
Holders Change %
+14.06%
% of All Funds
3.17%
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
Shares
Change %
Pictet Asset Management
126
Pictet Asset Management
Switzerland
$135K +$135K +15,787 New
ECM
127
Evergreen Capital Management
Washington
$133K
GRP
128
Global Retirement Partners
California
$129K
LWM
129
LJI Wealth Management
Indiana
$129K
FCP
130
Fidelis Capital Partners
Florida
$123K +$639 +97 +0.5%
CB
131
Commerce Bank
Missouri
$122K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$121K +$66K +7,772 +120%
Ameriprise
133
Ameriprise
Minnesota
$119K +$21.7K +2,536 +22%
FRA
134
Frank Rimerman Advisors
California
$115K +$162 +19 +0.1%
QC
135
Quent Capital
New York
$114K +$262 +31 +0.2%
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$114K -$11.2K -1,315 -9%
ML
137
McAdam LLC
Pennsylvania
$113K +$4.43K +520 +4%
QCM
138
Quantinno Capital Management
New York
$106K +$106K +12,419 New
VPIM
139
Vanguard Personalized Indexing Management
California
$99.1K +$3.45K +405 +4%
HWM
140
HB Wealth Management
Georgia
$97.3K -$869 -102 -0.9%
PA
141
Parallel Advisors
California
$97.3K +$16.4K +1,921 +20%
P
142
Pitcairn
Pennsylvania
$92.2K -$10.7K -1,253 -10%
Cerity Partners
143
Cerity Partners
New York
$89.9K +$213 +25 +0.2%
PMFA
144
Plante Moran Financial Advisors
Michigan
$88.7K
IC
145
IEQ Capital
California
$88.3K
GLA
146
Good Life Advisors
Pennsylvania
$87.2K +$988 +116 +1%
AWA
147
Arkadios Wealth Advisors
Georgia
$86.4K -$55.4K -6,500 -39%
Corient Private Wealth
148
Corient Private Wealth
Florida
$86.2K +$86.2K +10,115 New
Pathstone Holdings
149
Pathstone Holdings
New Jersey
$86.2K -$861 -101 -1%
BCI
150
Brinker Capital Investments
Pennsylvania
$85.4K +$85.4K +10,025 New