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UWM Holdings

137 hedge funds and large institutions have $187M invested in UWM Holdings in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 19 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 19

128% more call options, than puts

Call options by funds: $54.4M | Put options by funds: $23.9M

0.5% more ownership

Funds ownership: 26.29%26.8% (+0.5%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

3% less funds holding

Funds holding: 141137 (-4)

19% less capital invested

Capital invested by funds: $229M → $187M (-$42.6M)

Holders
137
Holders Change
-4
Holders Change %
-2.84%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
65
Reduced
19
Closed
32
Calls
$54.4M
Puts
$23.9M
Net Calls
+$30.5M
Net Calls Change
-$54.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$49.8M +$2.75M +369,032 +5%
BlackRock
2
BlackRock
New York
$22M +$8.75M +1,175,617 +59%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$14.3M +$468K +62,917 +3%
KSCM
4
King Street Capital Management
New York
$13.6M -$18.3M -2,464,300 -56%
Victory Capital Management
5
Victory Capital Management
Texas
$7.36M +$7.89M +1,059,606 New
State Street
6
State Street
Massachusetts
$6.71M +$1.64M +220,564 +30%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.7M +$2.61M +350,645 +57%
BCM
8
Basswood Capital Management
New York
$5.93M -$1.42M -190,712 -18%
HWM
9
Hohimer Wealth Management
Washington
$4.5M +$8.31K +1,116 +0.2%
UBS Group
10
UBS Group
Switzerland
$3.78M -$1.34M -180,430 -25%
Citadel Advisors
11
Citadel Advisors
Florida
$3.7M +$533K +71,549 +16%
Charles Schwab
12
Charles Schwab
California
$3.11M +$1.35M +181,796 +69%
Northern Trust
13
Northern Trust
Illinois
$3.03M +$1.48M +199,425 +84%
Renaissance Technologies
14
Renaissance Technologies
New York
$2.6M +$2.78M +373,500 New
PPA
15
Parametric Portfolio Associates
Washington
$2.57M +$2.54M +341,388 +1,201%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$2.23M +$2.13K +286 +0.1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.07M +$584K +78,411 +36%
Simplex Trading
18
Simplex Trading
Illinois
$1.96M -$2K -269 -0.1%
Goldman Sachs
19
Goldman Sachs
New York
$1.76M +$648K +86,978 +52%
Public Sector Pension Investment Board (PSP Investments)
20
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.74M
Bank of America
21
Bank of America
North Carolina
$1.65M +$1.56M +209,313 +755%
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$1.6M +$1.17M +156,750 +214%
N
23
Nuveen
North Carolina
$1.59M +$960K +128,939 +134%
Swiss National Bank
24
Swiss National Bank
Switzerland
$1.42M
Morgan Stanley
25
Morgan Stanley
New York
$1.29M +$642K +86,189 +87%

UWMC Hedge Fund Activity: Q3 2021 in Review

137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2021, worth a combined $187M — down 19% from $229M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UWMC and 29 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 65 added.

The largest buyer was BlackRock, adding an estimated $8.75M. The largest seller was King Street Capital Management, cutting an estimated $18.3M.

  • 137 institutional investors held UWM Holdings (UWMC) as of Q3 2021, down from 141 in Q2 2021.
  • Funds reported $187M of UWM Holdings stock for Q3 2021, down 19% quarter-over-quarter.
  • 29 funds opened new UWM Holdings positions in Q3 2021 and 32 closed out, a net change of -3 holders.
  • The largest UWM Holdings buyer in Q3 2021 was BlackRock, an estimated $8.75M added.
  • The largest UWM Holdings seller in Q3 2021 was King Street Capital Management, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2021.