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Universal Insurance Holdings
UVE

234 hedge funds and large institutions have $1.29B invested in Universal Insurance Holdings in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $4.35M

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

46% more capital invested

Capital invested by funds: $888M → $1.29B (+$406M)

4% more funds holding

Funds holding: 225 → 234 (+9)

2.84% more ownership

Funds ownership: 73.6% → 76.44% (+2.8%)

12% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 90

Holders
234
Holders Change
+9
Holders Change %
+4%
% of All Funds
5.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
79
Reduced
90
Closed
24
Calls
$11.8M
Puts
$4.35M
Net Calls
+$7.49M
Net Calls Change
+$3.53M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$16.2M
2
WG
Winton Group
United Kingdom
+$12.2M
3
EIP
Epoch Investment Partners
New York
+$11.2M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$10.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$7.86M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$7.79M
2
TCIM
TIAA CREF Investment Management
New York
-$7.74M
3
MLIM
Mountain Lake Investment Management
Florida
-$7.02M
4
WI
WBI Investments
New Jersey
-$4.41M
5
LSV Asset Management
LSV Asset Management
Illinois
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
226
Highstreet Asset Management
Ontario, Canada
$4K +$3.61K +84 New
TCM
227
Tradewinds Capital Management
Washington
$3K – – –
WAM
228
Wolverine Asset Management
Illinois
$3K – – –
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$2.96K – – –
FFW
230
Fusion Family Wealth
New York
$2K – – –
EFSCE
231
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
PFBT
232
Parkside Financial Bank & Trust
Missouri
$1K – – –
GWM
233
Geneos Wealth Management
Colorado
$1K +$1.33K +31 New
MLIM
234
Mountain Lake Investment Management
Florida
– -$7.02M -200,000 Closed
WI
235
WBI Investments
New Jersey
– -$4.41M -125,508 Closed
TAM
236
Tealwood Asset Management
Minnesota
– -$2.43M -69,153 Closed
QOP
237
Quinn Opportunity Partners
Virginia
– -$1.17M -33,406 Closed
TD Asset Management
238
TD Asset Management
Ontario, Canada
– -$835K -23,800 Closed
GCP
239
GSA Capital Partners
United Kingdom
– -$817K -23,278 Closed
Balyasny Asset Management
240
Balyasny Asset Management
Illinois
– -$742K -21,128 Closed
EGM
241
Engineers Gate Manager
New York
– -$480K -13,682 Closed
Citadel Advisors
242
Citadel Advisors
Florida
– -$536K -12,479 Closed
Los Angeles Capital Management
243
Los Angeles Capital Management
California
– -$379K -10,800 Closed
CSS
244
Cubist Systematic Strategies
Connecticut
– -$338K -9,633 Closed
AIMCA
245
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$316K -9,000 Closed
SCM
246
Stevens Capital Management
Pennsylvania
– -$299K -8,530 Closed
Teacher Retirement System of Texas
247
Teacher Retirement System of Texas
Texas
– -$236K -6,717 Closed
Envestnet Asset Management
248
Envestnet Asset Management
Illinois
– -$204K -5,807 Closed
BCM
249
BlueCrest Capital Management
Jersey
– -$203K -5,772 Closed
SCA
250
Secor Capital Advisors
New York
– -$200K -5,705 Closed
7 8 9
10
11

UVE Hedge Fund Activity: Q3 2018 in Review

234 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2018, worth a combined $1.29B — up 46% from $888M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UVE positions and 24 closed out — a net gain of 11 holders — while 79 added to existing stakes and 90 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $16.2M. The largest seller was Schroder Investment Management Group, cutting an estimated $7.79M.

  • 234 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2018, up from 225 in Q2 2018.
  • Funds reported $1.29B of Universal Insurance Holdings stock for Q3 2018, up 46% quarter-over-quarter.
  • 35 funds opened new Universal Insurance Holdings positions in Q3 2018 and 24 closed out, a net change of +11 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2018 was T. Rowe Price Associates, an estimated $16.2M added.
  • The largest Universal Insurance Holdings seller in Q3 2018 was Schroder Investment Management Group, an estimated $7.79M sold.

Based on aggregated 13F filings for Q3 2018.