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Universal Insurance Holdings
UVE

125 hedge funds and large institutions have $454M invested in Universal Insurance Holdings in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more capital invested

Capital invested by funds: $252M → $454M (+$202M)

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

18% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $2.44M

3% more funds holding

Funds holding: 121 → 125 (+4)

0.12% more ownership

Funds ownership: 54.91% → 55.04% (+0.12%)

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
52
Reduced
40
Closed
12
Calls
$2.88M
Puts
$2.44M
Net Calls
+$435K
Net Calls Change
-$392K

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$3.77M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$2.81M
3
BIM
Bogle Investment Management
Massachusetts
+$2.07M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$2.01M
5
SCM
Sterling Capital Management
North Carolina
+$1.37M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.81M
2
GC
Guggenheim Capital
Illinois
-$5.05M
3
American Century Companies
American Century Companies
Missouri
-$4.02M
4
NI
Numeric Investors
Massachusetts
-$2.98M
5
Marshall Wace
Marshall Wace
United Kingdom
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.01M +$12.2K +933 +0.6%
SCM
27
Sterling Capital Management
North Carolina
$1.95M +$1.37M +105,211 +229%
MCM
28
Matarin Capital Management
New York
$1.94M -$34.6K -2,651 -2%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$1.58M -$217K -16,600 -12%
GCP
30
GSA Capital Partners
United Kingdom
$1.56M -$131K -10,000 -8%
TCIM
31
TIAA CREF Investment Management
New York
$1.52M -$31K -2,374 -2%
Prudential Financial
32
Prudential Financial
New Jersey
$1.51M +$687K +52,604 +82%
BIM
33
BlackRock Investment Management
Delaware
$1.4M +$27.9K +2,141 +2%
HCMT
34
Highland Capital Management (Tennessee)
Tennessee
$1.29M -$65.3K -5,000 -5%
FIM
35
Frontier Investment Management
Texas
$1.24M +$196K +15,000 +19%
CS
36
Credit Suisse
Switzerland
$1.18M -$811K -62,126 -40%
CIP
37
Convergence Investment Partners
Florida
$1.17M +$1.18M +90,387 New
CCM
38
Cadence Capital Management
Massachusetts
$1.01M +$1.02M +78,290 New
Millennium Management
39
Millennium Management
New York
$991K +$237K +18,188 +31%
RA
40
Royce & Associates
New York
$952K +$475K +36,400 +98%
Deutsche Bank
41
Deutsche Bank
Germany
$929K -$13.8K -1,060 -1%
ACM
42
Ativo Capital Management
Illinois
$843K -$22.7K -1,742 -3%
TC
43
TFS Capital
Pennsylvania
$829K +$837K +64,088 New
SIM
44
Spark Investment Management
New York
$806K +$814K +62,400 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$797K +$611K +46,814 +316%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$791K – – –
FCBT
47
First Citizens Bank & Trust
North Carolina
$780K +$787K +60,288 New
Wellington Management Group
48
Wellington Management Group
Massachusetts
$774K +$66.6K +5,100 +9%
SI
49
SII Investments
Wisconsin
$760K – – –
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$745K +$9.49K +727 +1%
1
2
3 4 5

UVE Hedge Fund Activity: Q3 2014 in Review

125 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2014, worth a combined $454M — up 80% from $252M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UVE positions and 12 closed out — a net gain of 4 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $3.77M. The largest seller was Vanguard Group, cutting an estimated $5.81M.

  • 125 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2014, up from 121 in Q2 2014.
  • Funds reported $454M of Universal Insurance Holdings stock for Q3 2014, up 80% quarter-over-quarter.
  • 16 funds opened new Universal Insurance Holdings positions in Q3 2014 and 12 closed out, a net change of +4 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2014 was LSV Asset Management, an estimated $3.77M added.
  • The largest Universal Insurance Holdings seller in Q3 2014 was Vanguard Group, an estimated $5.81M sold.

Based on aggregated 13F filings for Q3 2014.