Universal Electronics Ownership | Who Owns Universal Electronics?
Universal Electronics Ownership Summary
Universal Electronics is owned by 63.70% institutional investors, 17.64% insiders, and 18.67% retail investors. Ameriprise financial is the largest institutional shareholder, holding 6.03% of UEIC shares. JHancock Small Cap Core NAV is the top mutual fund, with 5.26% of its assets in Universal Electronics shares.
UEIC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Universal Electronics | 63.70% | 17.64% | 18.67% |
| Sector | Technology Stocks | 52.78% | 10.49% | 36.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Ameriprise financial | 777.96K | 6.03% | $9.04M |
| Kent lake capital | 708.88K | 5.49% | $8.24M |
| Amh equity | 677.35K | 5.25% | $7.87M |
| Vanguard group | 580.81K | 4.50% | $6.75M |
| William blair investment management | 530.94K | 4.12% | $6.17M |
| Acadian asset management | 499.94K | 3.87% | $5.80M |
| Dimensional fund advisors lp | 392.82K | 3.04% | $4.56M |
| Pacific ridge capital partners | 352.05K | 2.73% | $4.09M |
| Blackrock | 304.42K | 2.36% | $3.54M |
| D. e. shaw | 177.27K | 1.37% | $2.06M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Amh equity | 677.35K | 10.44% | $7.87M |
| Kent lake capital | 708.88K | 3.71% | $8.24M |
| Pacific ridge capital partners | 352.05K | 0.98% | $4.09M |
| Acuitas investments | 86.92K | 0.54% | $1.01M |
| Gsa capital partners llp | 65.21K | 0.05% | $758.00K |
| Bridgeway capital management | 119.14K | 0.03% | $1.38M |
| Marquette asset management | 15.84K | 0.03% | $184.09K |
| Acadian asset management | 499.94K | 0.02% | $5.80M |
| William blair investment management | 530.94K | 0.02% | $6.17M |
| Hillsdale investment management | 16.50K | 0.02% | $191.73K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kent lake capital | 708.88K | 3.71% | 550.27K |
| Amh equity | 677.35K | 10.44% | 185.38K |
| Ameriprise financial | 777.96K | 0.00% | 157.86K |
| Acadian asset management | 499.94K | 0.02% | 41.80K |
| American century companies | 165.84K | 0.00% | 32.91K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Manufacturers life insurance company, the | - | - | -697.35K |
| Ancora advisors | - | - | -269.83K |
| Segall bryant & hamill | - | - | -112.90K |
| Eam investors | - | - | -65.89K |
| Walleye capital | 161.42K | 0.00% | -59.85K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Kennedy capital management | 26.03K | 0.01% | 26.03K | $302.46K |
| Sei investments | 18.23K | 0.00% | 18.23K | $211.89K |
| Hillsdale investment management | 16.50K | 0.02% | 16.50K | $191.73K |
| Susquehanna group, llp | 13.23K | - | 13.23K | $153.73K |
| Picton mahoney asset management | 762.00 | 0.00% | 762.00 | $9.00K |
Sold Out
| Holder | Change |
|---|---|
| Tower research capital llc (trc) | -12.00 |
| Innealta capital | -24.00 |
| Pnc financial services group | -30.00 |
| Rhumbline advisers | -50.00 |
| Royal bank of canada | -90.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 75 | -5.06% | 8,218,433 | 3.46% | 63 | 1.68% | 32 | 3.23% | 29 | -14.71% |
| Mar 31, 2024 | 79 | -3.66% | 7,943,369 | -0.82% | 61 | 1.59% | 31 | -13.89% | 34 | -8.11% |
| Dec 31, 2023 | 82 | -10.87% | 8,009,134 | -3.87% | 62 | 1.50% | 36 | -10.00% | 37 | 2.78% |
| Sep 30, 2023 | 92 | -8.00% | 8,331,635 | -8.51% | 64 | 1.29% | 40 | -9.09% | 36 | -20.00% |
| Jun 30, 2023 | 100 | -13.79% | 9,106,299 | -12.16% | 70 | 1.07% | 44 | -29.03% | 45 | 12.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| JHancock Small Cap Core NAV | 682.98K | 5.26% | - |
| Columbia Small Cap Value I | 487.53K | 3.76% | 17.00K |
| Columbia Small Cap Value I A | 487.53K | 3.74% | - |
| Vanguard Total Stock Mkt Idx Inv | 378.72K | 2.91% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 297.26K | 2.29% | -17.41K |
| Avantis US Small Cap Value ETF | 200.33K | 1.54% | - |
| William Blair Small Cap Value I | 198.76K | 1.53% | -2.58K |
| Vanguard Institutional Extnd Mkt Idx Tr | 180.91K | 1.39% | - |
| Columbia VP Small Cap Value 1 | 153.38K | 1.18% | -300.00 |
| First Eagle US Small Cap Strategy | 146.68K | 1.13% | -7.58K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 12, 2024 | ZINSER EDWARD K | - | Sell | $26.70K |
| Dec 05, 2023 | TORO 18 HOLDINGS LLC | - | Buy | $115.04K |
| Dec 06, 2023 | TORO 18 HOLDINGS LLC | - | Buy | $85.74K |
| Dec 05, 2023 | TORO 18 HOLDINGS LLC | - | Buy | $111.17K |
| Dec 06, 2023 | TORO 18 HOLDINGS LLC | - | Buy | $85.74K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 12 | - |
UEIC Ownership FAQ
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