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UWM Holdings

165 hedge funds and large institutions have $207M invested in UWM Holdings in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
66
Reduced
50
Closed
20
Calls
$22.6M
Puts
$3.96M
Net Calls
+$18.6M
Net Calls Change
+$6.61M
Name Holding Trade Value Shares
Change
Shares
Change %
CMBA
151
C.M. Bidwell & Associates
Hawaii
$2.1K +$2.1K +432 New
PMFA
152
Plante Moran Financial Advisors
Michigan
$1.98K
CAS
153
Coppell Advisory Solutions
Texas
$1.76K +$351 +106 +25%
OLVIG
154
Oliver Lagore Vanvalin Investment Group
Michigan
$1.63K -$8.52K -1,759 -84%
BWM
155
Baystate Wealth Management
Massachusetts
$1.46K
CA
156
Clearstead Advisors
Ohio
$1.27K +$647 +133 +103%
Loomis, Sayles & Company
157
Loomis, Sayles & Company
Massachusetts
$1K -$5.91K -1,206 -86%
CI Investments Inc
158
CI Investments Inc
Ontario, Canada
$1K +$78 +10 +8%
TCM
159
Tradewinds Capital Management
Washington
$970
TCOV
160
Trust Company of Vermont
Vermont
$922
OIA
161
Optimum Investment Advisors
Illinois
$584 +$10 +2 +2%
AWA
162
Authentikos Wealth Advisory
California
$243 +$243 +50 New
ACL
163
Azora Capital LP
Florida
-$4.35M -777,481 Closed
PCMU
164
Paragon Capital Management (Utah)
Utah
-$1.21M -215,394 Closed
Group One Trading
165
Group One Trading
Illinois
-$406K -72,472 Closed
ASN
166
Advisory Services Network
Georgia
-$360K -64,295 Closed
NICM
167
Neo Ivy Capital Management
New York
-$349K -62,367 Closed
SC
168
Sculptor Capital
New York
-$319K -57,000 Closed
HF
169
HRT Financial
New York
-$276K -49,339 Closed
CMF
170
Counterpoint Mutual Funds
California
-$243K -43,447 Closed
BTWM
171
Baker Tilly Wealth Management
Wisconsin
-$168K -30,000 Closed
VIA
172
Vident Investment Advisory
Georgia
-$152K -27,117 Closed
YIH
173
Y-Intercept (HK)
Hong Kong
-$138K -24,656 Closed
BWP
174
Balboa Wealth Partners
Arizona
-$107K -19,167 Closed
Corient Private Wealth
175
Corient Private Wealth
Florida
-$94.7K -16,911 Closed