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UWMC - UWM Holdings Corporation Class Stock Price, Fair Value and News
6.41
USD
+0.16
(+2.56%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold UWMC recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-22
RAYMOND JAMES & ASSOCIATES
REDUCED
Premium
Premium
Premium
Premium
17,238
2024-04-22
MetLife Investment Management, LLC
REDUCED
Premium
Premium
Premium
Premium
3,173
2024-04-19
Cutler Group LLC / CA
REDUCED
Premium
Premium
Premium
Premium
2,551
2024-04-19
Tradewinds Capital Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
200
2024-04-18
MV CAPITAL MANAGEMENT, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-18
Integrated Investment Consultants, LLC
REDUCED
Premium
Premium
Premium
Premium
93,354
2024-04-18
Allspring Global Investments Holdings, LLC
REDUCED
Premium
Premium
Premium
Premium
78,060
2024-04-17
Coston, McIsaac & Partners
ADDED
Premium
Premium
Premium
Premium
1,295
2024-04-17
Stephens Consulting, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,000
2024-04-16
180 WEALTH ADVISORS, LLC
REDUCED
Premium
Premium
Premium
Premium
49,334
2024-04-16
Cedar Mountain Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
450
2024-04-16
Arlington Trust Co LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-16
VOISARD ASSET MANAGEMENT GROUP, INC.
UNCHANGED
Premium
Premium
Premium
Premium
955
2024-04-15
ATLAS CAPITAL ADVISORS LLC
ADDED
Premium
Premium
Premium
Premium
5,046
2024-04-15
Sunbelt Securities, Inc.
ADDED
Premium
Premium
Premium
Premium
981
2024-04-15
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
REDUCED
Premium
Premium
Premium
Premium
51,732
2024-04-15
Counterpoint Mutual Funds LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-15
Procyon Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
30,424
2024-04-15
Taylor & Morgan Wealth Management, LLC
ADDED
Premium
Premium
Premium
Premium
30,584
2024-04-11
OPTIMUM INVESTMENT ADVISORS
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-11
DHJJ Financial Advisors, Ltd.
ADDED
Premium
Premium
Premium
Premium
1,101
2024-04-11
Fortitude Family Office, LLC
UNCHANGED
Premium
Premium
Premium
Premium
774
2024-04-10
AMERICAN NATIONAL BANK
UNCHANGED
Premium
Premium
Premium
Premium
1,500
2024-04-10
CVA Family Office, LLC
UNCHANGED
Premium
Premium
Premium
Premium
1,300
2024-04-10
Wedmont Private Capital
REDUCED
Premium
Premium
Premium
Premium
14,003
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1–25 of 236
Which funds are the top buyers of UWMC?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
8,654,250
61,877,900
-
FMR LLC
7,749,310
55,407,600
-
PLATINUM EQUITY, LLC
4,894,100
34,992,800
23.70%
BlackRock Inc.
4,415,540
31,571,100
-
LMR Partners LLP
2,445,080
708,341
0.01%
VICTORY CAPITAL MANAGEMENT INC
2,126,170
15,202,100
0.02%
NORTHERN TRUST CORP
2,044,120
14,615,500
-
PLATINUM EQUITY, LLC
2,015,220
582,398
0.39%
GOLDMAN SACHS GROUP INC
1,912,600
13,675,100
-
STATE STREET CORP
1,519,770
11,017,900
-
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10
1–10 of 87
Which funds have put a big percent of portfolio in UWMC?
Fund Name
$ Value
% Port.
PLATINUM EQUITY, LLC
34,992,800
23.70%
Neo Ivy Capital Management
272,000
0.61%
Azora Capital LP
6,705,040
0.58%
PLATINUM EQUITY, LLC
582,398
0.39%
Integrated Investment Consultants, LLC
677,747
0.19%
EntryPoint Capital, LLC
176,820
0.17%
Oracle Alpha Inc.
119,677
0.16%
Taylor & Morgan Wealth Management, LLC
222,041
0.16%
Jenkins Wealth
329,702
0.13%
OCCUDO QUANTITATIVE STRATEGIES LP
851,329
0.12%
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10
1–10 of 97
Trend of No. of funds that hold UWMC
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Azora Capital LP
6,705,040
TWO SIGMA INVESTMENTS, LP
3,477,860
Capula Management Ltd
2,210,020
GROUP ONE TRADING, L.P.
812,676
Connor, Clark & Lunn Investment Management Ltd.
798,962
LMR Partners LLP
708,341
GSA CAPITAL PARTNERS LLP
599,000
HRT FINANCIAL LP
513,000
Additions
Fund Name
% Increased
JANE STREET GROUP, LLC
2,335
Harvest Fund Management Co., Ltd
2,083
BANK OF AMERICA CORP /DE/
440
Saba Capital Management, L.P.
428
CWM, LLC
420
D. E. Shaw & Co., Inc.
381
Coppell Advisory Solutions LLC
343
Schonfeld Strategic Advisors LLC
231
Reductions
Fund Name
% Reduced
CITADEL ADVISORS LLC
-99.98
Integrated Investment Consultants, LLC
-97.4
Russell Investments Group, Ltd.
-97.02
COMERICA BANK
-96.7
UBS Group AG
-94.12
JPMORGAN CHASE & CO
-76.51
AMERIPRISE FINANCIAL INC
-75.12
Beaird Harris Wealth Management, LLC
-74.66
Sold off
Fund Name
$ Sold
BASSWOOD CAPITAL MANAGEMENT, L.L.C.
-1,514,000
Tudor Investment Corp Et Al
-1,170,120
Trexquant Investment LP
-544,801
SHERBROOKE PARK ADVISERS LLC
-400,169
MARSHALL WACE, LLP
-298,091
Counterpoint Mutual Funds LLC
-203,318
DARK FOREST CAPITAL MANAGEMENT LP
-150,316
PRELUDE CAPITAL MANAGEMENT, LLC
-145,995