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UWM Holdings
UWMC

Overview Fund Activity

183 hedge funds and large institutions have $342M invested in UWM Holdings in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+18
Holders Change %
+10.91%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
75
Reduced
49
Closed
19
Calls
$26.7M
Puts
$7M
Net Calls
+$19.7M
Net Calls Change
+$1.09M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$55.4M
2
ACL
2
Azora Capital LP
Florida
$6.71M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.56M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.48M
5
BlackRock
5
BlackRock
New York
$31.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$408
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$648K
3
BCM
3
Basswood Capital Management
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$61.9M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
151
DHJJ Financial Advisors
Illinois
$7.75K +$143 +20 +2%
Russell Investments Group
152
Russell Investments Group
United Kingdom
$7.62K -$248K -34,678 -97%
AIG
153
American International Group
New York
$7.52K -$193 -27 -3%
SC
154
Stephens Consulting
Michigan
$7.15K – – –
SS
155
Sunbelt Securities
Texas
$6.91K +$136 +19 +2%
VAMG
156
Voisard Asset Management Group
Michigan
$6.83K +$6.83K +955 New
SWM
157
Spire Wealth Management
Virginia
$6.35K – – –
SSG
158
Summit Securities Group
New York
$6K -$16.7K -2,500 -74%
FFO
159
Fortitude Family Office
Arizona
$5.53K +$5.53K +774 New
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$5K -$3.95K -500 -44%
SPIA
161
Steward Partners Investment Advisory
New York
$4.39K +$79 +11 +2%
BHWM
162
Beaird Harris Wealth Management
Texas
$4.26K -$12.5K -1,753 -75%
Loomis, Sayles & Company
163
Loomis, Sayles & Company
Massachusetts
$4K +$2.55K +360 +176%
CMA
164
Cedar Mountain Advisors
Oregon
$3.22K – – –
CMBA
165
C.M. Bidwell & Associates
Hawaii
$3.09K – – –
PMFA
166
Plante Moran Financial Advisors
Michigan
$2.92K – – –
OLVIG
167
Oliver Lagore Vanvalin Investment Group
Michigan
$2.46K +$43 +6 +2%
AT
168
Arlington Trust
Alabama
$2.39K +$2.39K +334 New
BWM
169
Baystate Wealth Management
Massachusetts
$2.15K – – –
ASN
170
Advisory Services Network
Georgia
$2.15K +$2.15K +300 New
PFBT
171
Parkside Financial Bank & Trust
Missouri
$2.09K +$2.09K +292 New
Comerica Bank
172
Comerica Bank
Texas
$1.93K -$56.6K -7,923 -97%
TCM
173
Tradewinds Capital Management
Washington
$1.43K – – –
TCOV
174
Trust Company of Vermont
Vermont
$1.36K – – –
JPMorgan Chase & Co
175
JPMorgan Chase & Co
New York
$1.04K -$3.4K -469 -77%
4 5 6
7
8