Universal Insurance Holdings
225 hedge funds and large institutions have $888M invested in Universal Insurance Holdings in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 10 closing their positions.
540% more call options, than puts
Call options by funds: $4.7M | Put options by funds: $734K
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
22% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 68
11% more capital invested
Capital invested by funds: $801M → $888M (+$86.9M)
10% more funds holding
Funds holding: 205 → 225 (+20)
1.61% more ownership
Funds ownership: 71.99% → 73.6% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$17.4M |
| 2 |
BlackRock
New York
|
+$10.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.43M |
| 4 |
JP Morgan Chase
New York
|
+$9.13M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$4.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$16.3M |
| 2 |
Millennium Management
New York
|
-$13.4M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.3M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$7.46M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$2.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACI
226
AMP Capital Investors
Sydney,
Australia
| – | -$450K | -14,200 | Closed |
|
|
MC
227
Menta Capital
San Francisco,
California
| – | -$226K | -7,093 | Closed |
|
|
HI
228
HBK Investments
Dallas,
Texas
| – | -$205K | -6,427 | Closed |
|
229
Walleye Trading
New York
| – | -$202K | -6,331 | Closed |
|
|
QT
230
Quantbot Technologies
New York
| – | -$15K | -491 | Closed |
|
|
CHC
231
City Holding Co
Charleston,
West Virginia
| – | -$3K | -100 | Closed |
|
|
PWAG
232
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$3K | -100 | Closed |
|
|
SWP
233
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$3K | -83 | Closed |
|
|
APP
234
Avantax Planning Partners
Dubuque,
Iowa
| – | -$1K | -22 | Closed |
|
|
CF
235
Centaurus Financial
Anaheim,
California
| – | +$238 | +7 | New |
|
UVE Hedge Fund Activity: Q2 2018 in Review
225 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2018, worth a combined $888M — up 11% from $801M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new UVE positions and 10 closed out — a net gain of 20 holders — while 83 added to existing stakes and 68 trimmed.
The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $17.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $16.3M.
- 225 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2018, up from 205 in Q1 2018.
- Funds reported $888M of Universal Insurance Holdings stock for Q2 2018, up 11% quarter-over-quarter.
- 30 funds opened new Universal Insurance Holdings positions in Q2 2018 and 10 closed out, a net change of +20 holders.
- The largest Universal Insurance Holdings buyer in Q2 2018 was Epoch Investment Partners, an estimated $17.4M added.
- The largest Universal Insurance Holdings seller in Q2 2018 was Schroder Investment Management Group, an estimated $16.3M sold.
Based on aggregated 13F filings for Q2 2018.