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UWM Holdings
UWMC

Overview Fund Activity

160 hedge funds and large institutions have $234M invested in UWM Holdings in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
60
Reduced
55
Closed
22
Calls
$17.4M
Puts
$5.36M
Net Calls
+$12M
Net Calls Change
-$2.95M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$49.4M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$4.12M
3
Truist Financial
3
Truist Financial
North Carolina
$1.97M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$2.52M
5
PCMU
5
Paragon Capital Management (Utah)
Utah
$1.21M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$1.9M
2
SSA
2
Schonfeld Strategic Advisors
New York
$1.27M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$207K
4
ICM
4
Islay Capital Management
Texas
$0
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
151
Tradewinds Capital Management
Washington
$1.12K – – –
TCOV
152
Trust Company of Vermont
Vermont
$1.06K – – –
CI Investments Inc
153
CI Investments Inc
Ontario, Canada
$1K +$958 +114 +2,280%
CA
154
Clearstead Advisors
Ohio
$722 +$17 +3 +2%
OIA
155
Optimum Investment Advisors
Illinois
$663 +$11 +2 +2%
NFSG
156
Newbridge Financial Services Group
Florida
$560 -$39.2K -7,000 -99%
TF
157
TimeScale Financial
Massachusetts
$11 – – –
ICM
158
Islay Capital Management
Texas
– -$664K -135,133 Closed
USCWA
159
U.S. Capital Wealth Advisors
Texas
– -$563K -114,677 Closed
TG
160
TCW Group
California
– -$559K -113,889 Closed
Balyasny Asset Management
161
Balyasny Asset Management
Illinois
– -$540K -110,047 Closed
QC
162
Quadrature Capital
United Kingdom
– -$158K -32,225 Closed
Two Sigma Advisers
163
Two Sigma Advisers
New York
– -$136K -27,700 Closed
E
164
Ergoteles
New York
– -$122K -24,793 Closed
JC
165
JCSD Capital
California
– -$98.2K -20,000 Closed
MAM
166
Martingale Asset Management
Massachusetts
– -$73.2K -14,900 Closed
X
167
Xponance
Pennsylvania
– -$56.3K -11,475 Closed
Stifel Financial
168
Stifel Financial
Missouri
– -$56K -11,412 Closed
State of Wisconsin Investment Board
169
State of Wisconsin Investment Board
Wisconsin
– -$54.5K -11,093 Closed
SCM
170
Schnieders Capital Management
California
– -$54K -11,000 Closed
CG
171
Cutler Group
California
– -$44K -9,091 Closed
IAIM
172
International Assets Investment Management
Florida
– -$33.3K -6,775 Closed
HNB
173
Huntington National Bank
Ohio
– -$4.91K -1,000 Closed
AAS
174
Ameritas Advisory Services
Nebraska
– -$1.24K -225 Closed
GRP
175
Global Retirement Partners
California
– -$736 -126 Closed
4 5 6
7
8