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UWM Holdings
UWMC

Overview Fund Activity

160 hedge funds and large institutions have $234M invested in UWM Holdings in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 55 reducing their positions, and 22 closing their positions.

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
60
Reduced
55
Closed
22
Calls
$17.4M
Puts
$5.36M
Net Calls
+$12M
Net Calls Change
-$2.95M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$49.4M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$4.12M
3
Truist Financial
3
Truist Financial
North Carolina
$1.97M
4
Tudor Investment Corp
4
Tudor Investment Corp
Connecticut
$2.52M
5
PCMU
5
Paragon Capital Management (Utah)
Utah
$1.21M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$1.9M
2
SSA
2
Schonfeld Strategic Advisors
New York
$1.27M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$207K
4
ICM
4
Islay Capital Management
Texas
$0
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$49.4M 8,814,389 +1,345,770 +18%
PE
2
Platinum Equity
California
$27.4M 4,894,101 – –
Fidelity Investments
3
Fidelity Investments
Massachusetts
$26.1M 4,652,633 +202,552 +5%
BlackRock
4
BlackRock
New York
$22.7M 4,055,711 +90,377 +2%
Northern Trust
5
Northern Trust
Illinois
$10.7M 1,909,310 +111,620 +6%
Victory Capital Management
6
Victory Capital Management
Texas
$9.65M 1,722,346 -3,995 -0.2%
State Street
7
State Street
Massachusetts
$8.05M 1,412,917 +36,465 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.4M 1,322,266 +45,215 +4%
Renaissance Technologies
9
Renaissance Technologies
New York
$7.31M 1,304,980 -12,920 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$4.66M 832,135 +2,284 +0.3%
ACL
11
Azora Capital LP
Florida
$4.35M 777,481 -41,579 -5%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$4.12M 736,465 +695,292 +1,689%
Goldman Sachs
13
Goldman Sachs
New York
$4.03M 719,860 +127,400 +22%
Morgan Stanley
14
Morgan Stanley
New York
$3M 536,201 +13,904 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.91M 520,248 -7,599 -1%
Charles Schwab
16
Charles Schwab
California
$2.78M 496,610 +1,684 +0.3%
Tudor Investment Corp
17
Tudor Investment Corp
Connecticut
$2.52M 449,228 +218,457 +95%
Truist Financial
18
Truist Financial
North Carolina
$1.97M 352,575 +330,975 +1,532%
BCM
19
Basswood Capital Management
New York
$1.9M 339,590 -634,042 -65%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1.83M 326,292 -38 -0%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.4M 249,725 +3,258 +1%
SSA
22
Schonfeld Strategic Advisors
New York
$1.27M 227,298 -581,402 -72%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$1.25M 222,805 -25,563 -10%
PCMU
24
Paragon Capital Management (Utah)
Utah
$1.21M 215,394 +215,394 New
Bank of America
25
Bank of America
North Carolina
$1.12M 200,487 +129,526 +183%
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