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UWM Holdings

192 hedge funds and large institutions have $371M invested in UWM Holdings in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $8.89M

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

13% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 60

4% more funds holding

Funds holding: 184192 (+8)

3.48% more ownership

Funds ownership: 52.88%56.36% (+3.5%)

2% more capital invested

Capital invested by funds: $363M → $371M (+$7.76M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
192
Holders Change
+8
Holders Change %
+4.35%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
68
Reduced
60
Closed
20
Calls
$20.2M
Puts
$8.89M
Net Calls
+$11.4M
Net Calls Change
-$8.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$59.7M +$1.55M +225,157 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$56.9M -$125K -18,140 -0.2%
PE
3
Platinum Equity
California
$33.9M
BlackRock
4
BlackRock
New York
$33.4M +$2.36M +343,006 +8%
Northern Trust
5
Northern Trust
Illinois
$30.2M +$3.72M +541,751 +14%
Renaissance Technologies
6
Renaissance Technologies
New York
$11.9M +$1.37M +199,900 +13%
Two Sigma Investments
7
Two Sigma Investments
New York
$11.5M +$3.12M +453,779 +38%
Citadel Advisors
8
Citadel Advisors
Florida
$10.7M +$2.22M +322,561 +26%
State Street
9
State Street
Massachusetts
$10.7M -$268K -39,071 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$10.4M +$350K +50,966 +4%
Goldman Sachs
11
Goldman Sachs
New York
$8.35M +$738K +107,375 +10%
First Trust Advisors
12
First Trust Advisors
Illinois
$7.34M +$5.45M +793,674 +299%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.29M +$256K +37,190 +4%
Morgan Stanley
14
Morgan Stanley
New York
$4.8M +$1.6M +233,486 +51%
Millennium Management
15
Millennium Management
New York
$4.61M +$4.26M +619,772 +1,359%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$4.15M +$2.82M +410,900 +219%
Charles Schwab
17
Charles Schwab
California
$3.93M +$133K +19,423 +4%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$3.53M +$3.5M +509,362 New
Invesco
19
Invesco
Georgia
$3.08M +$493K +71,710 +19%
Holocene Advisors
20
Holocene Advisors
New York
$2.92M +$2.89M +420,748 New
Squarepoint
21
Squarepoint
New York
$2.37M +$463K +67,383 +25%
Bank of America
22
Bank of America
North Carolina
$2.11M -$2.05M -298,546 -50%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.98M -$15.1K -2,200 -0.8%
N
24
Nuveen
North Carolina
$1.97M +$427K +62,208 +28%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.85M +$464K +67,469 +34%

UWMC Hedge Fund Activity: Q2 2024 in Review

192 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q2 2024, worth a combined $371M — up 2.1% from $363M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UWMC positions and 20 closed out — a net gain of 12 holders — while 68 added to existing stakes and 60 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $5.45M. The largest seller was Victory Capital Management, cutting an estimated $5.39M.

  • 192 institutional investors held UWM Holdings (UWMC) as of Q2 2024, up from 184 in Q1 2024.
  • Funds reported $371M of UWM Holdings stock for Q2 2024, up 2.1% quarter-over-quarter.
  • 32 funds opened new UWM Holdings positions in Q2 2024 and 20 closed out, a net change of +12 holders.
  • The largest UWM Holdings buyer in Q2 2024 was First Trust Advisors, an estimated $5.45M added.
  • The largest UWM Holdings seller in Q2 2024 was Victory Capital Management, an estimated $5.39M sold.

Based on aggregated 13F filings for Q2 2024.