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UWM Holdings
UWMC

Overview Fund Activity

183 hedge funds and large institutions have $342M invested in UWM Holdings in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
183
Holders Change
+18
Holders Change %
+10.91%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
75
Reduced
49
Closed
19
Calls
$26.7M
Puts
$7M
Net Calls
+$19.7M
Net Calls Change
+$1.09M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$55.4M
2
ACL
2
Azora Capital LP
Florida
$6.71M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.56M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.48M
5
BlackRock
5
BlackRock
New York
$31.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$408
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$648K
3
BCM
3
Basswood Capital Management
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$61.9M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$61.9M 8,654,247 -188,213 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$55.4M 7,749,309 +1,672,225 +28%
PE
3
Platinum Equity
California
$35M 4,894,101 – –
BlackRock
4
BlackRock
New York
$31.6M 4,415,545 +422,206 +11%
Victory Capital Management
5
Victory Capital Management
Texas
$15.2M 2,126,166 +81,799 +4%
Northern Trust
6
Northern Trust
Illinois
$14.6M 2,044,122 +13,855 +0.7%
State Street
7
State Street
Massachusetts
$11M 1,519,768 +45,296 +3%
Renaissance Technologies
8
Renaissance Technologies
New York
$10.5M 1,474,200 -3,900 -0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$9.96M 1,392,167 +60,201 +5%
Morgan Stanley
10
Morgan Stanley
New York
$7.56M 1,057,822 +522,215 +97%
Goldman Sachs
11
Goldman Sachs
New York
$6.84M 956,301 +54,732 +6%
ACL
12
Azora Capital LP
Florida
$6.71M 937,768 +937,768 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.18M 864,840 +18,082 +2%
Invesco
14
Invesco
Georgia
$5.58M 781,069 +419,361 +116%
Charles Schwab
15
Charles Schwab
California
$3.8M 531,715 +11,717 +2%
Two Sigma Investments
16
Two Sigma Investments
New York
$3.48M 486,414 +486,414 New
Jane Street
17
Jane Street
New York
$2.63M 367,848 +352,745 +2,336%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.62M 366,300 -254 -0.1%
AllianceBernstein
19
AllianceBernstein
Tennessee
$2.42M 338,557 +92,828 +38%
Squarepoint
20
Squarepoint
New York
$2.23M 311,419 +149,568 +92%
CM
21
Capula Management
Cayman Islands
$2.21M 309,094 +309,094 New
UBS Group
22
UBS Group
Switzerland
$2.09M 291,928 +107,792 +59%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.99M 277,580 +5,478 +2%
Bank of America
24
Bank of America
North Carolina
$1.87M 261,591 +213,176 +440%
First Trust Advisors
25
First Trust Advisors
Illinois
$1.84M 257,364 +7,563 +3%
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