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UWM Holdings
UWMC

Overview Fund Activity

165 hedge funds and large institutions have $207M invested in UWM Holdings in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 20 closing their positions.

Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
66
Reduced
50
Closed
20
Calls
$22.6M
Puts
$3.96M
Net Calls
+$18.6M
Net Calls Change
+$6.61M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$29.5M
2
Victory Capital Management
2
Victory Capital Management
Texas
$9.92M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.35M
4
Invesco
4
Invesco
Georgia
$1.75M
5
Goldman Sachs
5
Goldman Sachs
New York
$4.37M

Top Sellers

1
ACL
1
Azora Capital LP
Florida
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$1.49M
3
PCMU
3
Paragon Capital Management (Utah)
Utah
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.32M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$42.9M 8,842,460 +28,071 +0.3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$29.5M 6,077,084 +1,424,451 +31%
PE
3
Platinum Equity
California
$23.7M 4,894,101 – –
BlackRock
4
BlackRock
New York
$19.4M 3,993,339 -62,372 -2%
Victory Capital Management
5
Victory Capital Management
Texas
$9.92M 2,044,367 +322,021 +19%
Northern Trust
6
Northern Trust
Illinois
$9.85M 2,030,267 +120,957 +6%
State Street
7
State Street
Massachusetts
$7.3M 1,474,472 +61,555 +4%
Renaissance Technologies
8
Renaissance Technologies
New York
$7.17M 1,478,100 +173,120 +13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.46M 1,331,966 +9,700 +0.7%
Goldman Sachs
10
Goldman Sachs
New York
$4.37M 901,569 +181,709 +25%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4.11M 846,758 +14,623 +2%
Morgan Stanley
12
Morgan Stanley
New York
$2.6M 535,607 -594 -0.1%
Charles Schwab
13
Charles Schwab
California
$2.52M 519,998 +23,388 +5%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$1.78M 366,554 +40,262 +12%
Invesco
15
Invesco
Georgia
$1.75M 361,708 +201,676 +126%
BCM
16
Basswood Capital Management
New York
$1.51M 312,164 -27,426 -8%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$1.49M 307,033 -429,432 -58%
Citadel Advisors
18
Citadel Advisors
Florida
$1.35M 277,657 +261,112 +1,578%
Truist Financial
19
Truist Financial
North Carolina
$1.34M 275,925 -76,650 -22%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.32M 272,102 -248,146 -48%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.21M 249,801 +76 +0%
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.19M 245,729 +132,292 +117%
Tudor Investment Corp
23
Tudor Investment Corp
Connecticut
$1.17M 241,261 -207,967 -46%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$1.07M 219,620 -3,185 -1%
Swiss National Bank
25
Swiss National Bank
Switzerland
$934K 192,600 – –
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