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UWM Holdings
UWMC

Overview Fund Activity

133 hedge funds and large institutions have $103M invested in UWM Holdings in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 25 closing their positions.

Holders
133
Holders Change
-11
Holders Change %
-7.64%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
48
Reduced
45
Closed
25
Calls
$14.8M
Puts
$4.26M
Net Calls
+$10.6M
Net Calls Change
-$1.05M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.69M
2
PE
2
Platinum Equity
California
$14.3M
3
USCWA
3
U.S. Capital Wealth Advisors
Texas
$1.12M
4
BCM
4
Basswood Capital Management
New York
$2.34M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$713K

Top Sellers

1
DCP
1
Diameter Capital Partners
New York
$0
2
AA
2
ALPS Advisors
Colorado
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
E
4
Ergoteles
New York
$73K
5
BlackRock
5
BlackRock
New York
$9.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$21.6M 7,386,257 -132,563 -2%
PE
2
Platinum Equity
California
$14.3M 4,984,101 +1,993,900 +67%
BlackRock
3
BlackRock
New York
$9.88M 3,371,467 -317,176 -9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$9.69M 3,308,026 +3,299,529 +38,832%
Renaissance Technologies
5
Renaissance Technologies
New York
$4.46M 1,522,900 +13,800 +0.9%
State Street
6
State Street
Massachusetts
$3.97M 1,309,825 -72,706 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.46M 1,180,400 +80,490 +7%
OCM
8
Oaktree Capital Management
California
$2.93M 1,000,000 – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.56M 872,396 +44,422 +5%
BCM
10
Basswood Capital Management
New York
$2.34M 797,384 +300,075 +60%
Northern Trust
11
Northern Trust
Illinois
$2.17M 740,727 +118,490 +19%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.68M 571,734 +12,037 +2%
Charles Schwab
13
Charles Schwab
California
$1.41M 479,521 +61,535 +15%
Goldman Sachs
14
Goldman Sachs
New York
$1.41M 479,609 +75,875 +19%
Morgan Stanley
15
Morgan Stanley
New York
$1.27M 434,978 -230,242 -35%
USCWA
16
U.S. Capital Wealth Advisors
Texas
$1.12M 383,631 +383,631 New
Bank of America
17
Bank of America
North Carolina
$1.11M 378,184 -53,830 -12%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.09M 371,514 -98,836 -21%
IIC
19
Integrated Investment Consultants
Michigan
$1.05M 357,577 -3,166 -0.9%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$962K 328,215 +5,297 +2%
UBS Group
21
UBS Group
Switzerland
$916K 312,649 +34,134 +12%
Millennium Management
22
Millennium Management
New York
$783K 267,353 +231,735 +651%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$721K 246,036 -21,099 -8%
First Trust Advisors
24
First Trust Advisors
Illinois
$713K 243,494 +243,494 New
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$650K 221,786 -3,270 -1%
1
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