Universal Insurance Holdings
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$16.2M |
| 2 |
WG
Winton Group
London,
United Kingdom
|
+$12.2M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$11.2M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$10.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$7.79M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
-$7.74M |
| 3 |
MLIM
Mountain Lake Investment Management
Boca Raton,
Florida
|
-$7.02M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$4.41M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$2.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Simplex Trading
Chicago,
Illinois
| – | -$142K | -3,298 | Closed |
|
252
Acadian Asset Management
Boston,
Massachusetts
| – | -$82K | -2,328 | Closed |
|
|
PCM
253
Prelude Capital Management
New York
| – | -$44K | -1,247 | Closed |
|
|
GRP
254
Global Retirement Partners
San Rafael,
California
| – | -$26K | -750 | Closed |
|
255
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$25K | -700 | Closed |
|
|
CPIG
256
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$15K | -420 | Closed |
|
|
CAG
257
Csenge Advisory Group
Clearwater,
Florida
| – | +$430 | +10 | New |
|
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.