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UWM Holdings

219 hedge funds and large institutions have $621M invested in UWM Holdings in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 21

114% more call options, than puts

Call options by funds: $33.7M | Put options by funds: $15.7M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more capital invested

Capital invested by funds: $371M → $621M (+$250M)

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

19.94% more ownership

Funds ownership: 56.36%76.3% (+20%)

14% more funds holding

Funds holding: 192219 (+27)

Holders
219
Holders Change
+27
Holders Change %
+14.06%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
84
Reduced
53
Closed
21
Calls
$33.7M
Puts
$15.7M
Net Calls
+$18M
Net Calls Change
+$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$87.1M +$17M +2,010,985 +25%
Citadel Advisors
2
Citadel Advisors
Florida
$76.5M +$62.6M +7,428,830 +479%
Vanguard Group
3
Vanguard Group
Pennsylvania
$72.9M -$475K -56,335 -0.7%
PE
4
Platinum Equity
California
$41.7M
BlackRock
5
BlackRock
New York
$40.9M -$214K -25,413 -0.5%
Northern Trust
6
Northern Trust
Illinois
$36.7M -$338K -40,142 -0.9%
PFMOSF
7
Philadelphia Financial Management of San Francisco
California
$21.8M +$21.6M +2,558,279 New
NSGL
8
No Street GP LP
California
$20.2M +$20M +2,366,864 New
Renaissance Technologies
9
Renaissance Technologies
New York
$16.5M +$1.9M +224,900 +13%
Goldman Sachs
10
Goldman Sachs
New York
$14.4M +$4.05M +480,524 +40%
State Street
11
State Street
Massachusetts
$13.7M +$643K +76,221 +5%
Two Sigma Investments
12
Two Sigma Investments
New York
$13.4M -$686K -81,417 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$13.2M +$347K +41,206 +3%
Millennium Management
14
Millennium Management
New York
$12.4M +$6.61M +784,293 +118%
Morgan Stanley
15
Morgan Stanley
New York
$9.52M +$3.58M +424,685 +61%
SSA
16
Schonfeld Strategic Advisors
New York
$8.4M +$7.68M +910,939 +1,224%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$8.01M +$273K +32,360 +4%
Bank of America
18
Bank of America
North Carolina
$7.34M +$4.7M +557,285 +183%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$5.43M +$5.37M +636,800 New
Invesco
20
Invesco
Georgia
$5.19M +$1.38M +163,749 +37%
Charles Schwab
21
Charles Schwab
California
$4.89M +$66.1K +7,846 +1%
TI
22
Tidal Investments
Wisconsin
$3.83M +$3.79M +449,907 New
CSS
23
Cubist Systematic Strategies
Connecticut
$3.64M +$3.6M +427,492 New
Squarepoint
24
Squarepoint
New York
$3.63M +$708K +83,952 +25%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.54M +$1.26M +149,216 +56%

UWMC Hedge Fund Activity: Q3 2024 in Review

219 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q3 2024, worth a combined $621M — up 67% from $371M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new UWMC positions and 21 closed out — a net gain of 28 holders — while 84 added to existing stakes and 53 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $62.6M. The largest seller was First Trust Advisors, cutting an estimated $5.74M.

  • 219 institutional investors held UWM Holdings (UWMC) as of Q3 2024, up from 192 in Q2 2024.
  • Funds reported $621M of UWM Holdings stock for Q3 2024, up 67% quarter-over-quarter.
  • 49 funds opened new UWM Holdings positions in Q3 2024 and 21 closed out, a net change of +28 holders.
  • The largest UWM Holdings buyer in Q3 2024 was Citadel Advisors, an estimated $62.6M added.
  • The largest UWM Holdings seller in Q3 2024 was First Trust Advisors, an estimated $5.74M sold.

Based on aggregated 13F filings for Q3 2024.