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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
TC
151
TownSquare Capital
Utah
– -$75K -16,600 Closed
P
152
Pitcairn
Pennsylvania
– -$62K -13,761 Closed
RJFSA
153
Raymond James Financial Services Advisors
Florida
– -$61K -13,544 Closed
TLP
154
Tri Locum Partners
New York
– -$47K -10,330 Closed
HSBC Holdings
155
HSBC Holdings
United Kingdom
– -$45K -10,059 Closed
PFS
156
Prospera Financial Services
Texas
– -$14K -3,174 Closed
TPCW
157
TD Private Client Wealth
New York
– -$10K -2,212 Closed
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
– -$8K -1,880 Closed
BHWM
159
Beaird Harris Wealth Management
Texas
– -$7K -1,572 Closed
AWA
160
Aaron Wealth Advisors
Illinois
– -$263K -1,191 Closed
PCG
161
Private Capital Group
Connecticut
– -$2K -505 Closed
PP
162
PrairieView Partners
Minnesota
– +$4 +1 +13%
CA
163
Clearstead Advisors
Ohio
– +$11 +3 +3%
OIA
164
Optimum Investment Advisors
Illinois
– +$11 +3 +3%
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.