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UWM Holdings

158 hedge funds and large institutions have $182M invested in UWM Holdings in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $13M

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

69% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 35

15% more funds holding

Funds holding: 137158 (+21)

3.85% more ownership

Funds ownership: 26.8%30.65% (+3.9%)

2% less capital invested

Capital invested by funds: $187M → $182M (-$4.3M)

Holders
158
Holders Change
+21
Holders Change %
+15.33%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
59
Reduced
35
Closed
23
Calls
$31.5M
Puts
$13M
Net Calls
+$18.5M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$47M +$5.18M +767,696 +11%
BlackRock
2
BlackRock
New York
$26.3M +$8.6M +1,273,712 +40%
Victory Capital Management
3
Victory Capital Management
Texas
$7.88M +$1.83M +270,882 +26%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.25M -$5.61M -831,496 -40%
State Street
5
State Street
Massachusetts
$7.19M +$1.64M +243,190 +26%
IIC
6
Integrated Investment Consultants
Michigan
$6.18M +$6.96M +1,031,610 +8,172%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6M +$324K +47,967 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$4.56M +$4.24M +628,106 +440%
Marshall Wace
9
Marshall Wace
United Kingdom
$4.41M +$5.02M +744,094 New
Goldman Sachs
10
Goldman Sachs
New York
$3.96M +$2.8M +414,417 +163%
Renaissance Technologies
11
Renaissance Technologies
New York
$3.5M +$1.47M +217,700 +58%
Wells Fargo
12
Wells Fargo
California
$3.15M +$3.18M +471,776 +793%
WMSA
13
Weiss Multi-Strategy Advisers
New York
$2.98M +$3.39M +502,732 New
PPA
14
Parametric Portfolio Associates
Washington
$2.96M +$883K +130,773 +35%
Charles Schwab
15
Charles Schwab
California
$2.62M -$26.5K -3,922 -0.9%
Northern Trust
16
Northern Trust
Illinois
$2.5M -$95.9K -14,210 -3%
BCM
17
Basswood Capital Management
New York
$2.35M -$3.09M -457,642 -54%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.95M +$219K +32,445 +11%
SSA
19
Schonfeld Strategic Advisors
New York
$1.92M +$1.14M +168,400 +109%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1.9M +$3.87K +574 +0.2%
VanEck Associates
21
VanEck Associates
New York
$1.84M +$2.1M +310,982 New
SM
22
SG3 Management
Puerto Rico
$1.81M +$2.06M +305,000 New
N
23
Nuveen
North Carolina
$1.6M +$232K +34,308 +15%
PCM
24
Prana Capital Management
Connecticut
$1.49M +$1.39M +206,496 +462%
Jane Street
25
Jane Street
New York
$1.36M +$324K +47,958 +26%

UWMC Hedge Fund Activity: Q4 2021 in Review

158 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q4 2021, worth a combined $182M — down 2.3% from $187M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new UWMC positions and 23 closed out — a net gain of 23 holders — while 59 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock, adding an estimated $8.6M. The largest seller was King Street Capital Management, exiting entirely with an estimated $13.6M sold.

  • 158 institutional investors held UWM Holdings (UWMC) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $182M of UWM Holdings stock for Q4 2021, down 2.3% quarter-over-quarter.
  • 46 funds opened new UWM Holdings positions in Q4 2021 and 23 closed out, a net change of +23 holders.
  • The largest UWM Holdings buyer in Q4 2021 was BlackRock, an estimated $8.6M added.
  • The largest UWM Holdings seller in Q4 2021 was King Street Capital Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2021.