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Universal Insurance Holdings

96 hedge funds and large institutions have $194M invested in Universal Insurance Holdings in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $6.05M | Put options by funds: $2.45M

112% more capital invested

Capital invested by funds: $91.3M → $194M (+$102M)

1.25% more ownership

Funds ownership: 37%38.26% (+1.3%)

0% more funds holding

Funds holding: 9696 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
31
Reduced
38
Closed
14
Calls
$6.05M
Puts
$2.45M
Net Calls
+$3.6M
Net Calls Change
+$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$2.41M +$1.6M +166,400 New
MAM
27
Martingale Asset Management
Massachusetts
$1.74M -$353K -36,750 -23%
TCIM
28
TIAA CREF Investment Management
New York
$1.68M -$209K -21,784 -16%
TC
29
TFS Capital
Pennsylvania
$1.66M -$743K -77,346 -40%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$1.56M +$346K +36,000 +50%
HCMT
31
Highland Capital Management (Tennessee)
Tennessee
$1.52M
BIM
32
BlackRock Investment Management
Delaware
$1.26M -$46.4K -4,831 -5%
GCP
33
GSA Capital Partners
United Kingdom
$1.23M +$151K +15,686 +23%
JP Morgan Chase
34
JP Morgan Chase
New York
$952K -$42.7K -4,444 -6%
ARTA
35
A.R.T. Advisors
New York
$938K -$210K -21,803 -25%
ACM
36
Ativo Capital Management
Illinois
$905K -$76.4K -7,955 -11%
SO
37
STRS Ohio
Ohio
$892K -$476K -49,500 -45%
Jane Street
38
Jane Street
New York
$837K +$556K +57,821 New
DekaBank Deutsche Girozentrale
39
DekaBank Deutsche Girozentrale
Germany
$809K
CCMH
40
Cornerstone Capital Management Holdings
New York
$736K -$1.18M -123,146 -71%
Deutsche Bank
41
Deutsche Bank
Germany
$707K -$578K -60,121 -55%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$682K +$1.92K +200 +0.4%
BA
43
BlackRock Advisors
Delaware
$667K -$22K -2,291 -5%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$647K +$9.21K +959 +2%
SCM
45
Sterling Capital Management
North Carolina
$629K +$32.8K +3,411 +9%
Charles Schwab
46
Charles Schwab
California
$606K
PP
47
PDT Partners
New York
$597K -$654K -68,030 -62%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$589K +$368K +38,300 New
SIM
49
Spark Investment Management
New York
$586K -$364K -37,900 -48%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$578K -$7.06K -735 -2%

UVE Hedge Fund Activity: Q4 2013 in Review

96 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2013, worth a combined $194M — up 112% from $91.3M a quarter earlier.

Fund positioning in UVE was balanced in Q4 2013: 14 funds opened new positions, 14 closed out, 31 added to existing stakes and 38 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $3.33M. The largest seller was Morgan Stanley, cutting an estimated $2.43M.

  • 96 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $194M of Universal Insurance Holdings stock for Q4 2013, up 112% quarter-over-quarter.
  • 14 funds opened new Universal Insurance Holdings positions in Q4 2013 and 14 closed out, a net change of 0 holders.
  • The largest Universal Insurance Holdings buyer in Q4 2013 was Schroder Investment Management Group, an estimated $3.33M added.
  • The largest Universal Insurance Holdings seller in Q4 2013 was Morgan Stanley, an estimated $2.43M sold.

Based on aggregated 13F filings for Q4 2013.