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Universal Insurance Holdings
UVE

138 hedge funds and large institutions have $395M invested in Universal Insurance Holdings in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $8.13M | Put options by funds: $2.06M

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

10% more funds holding

Funds holding: 125 → 138 (+13)

1.34% more ownership

Funds ownership: 55.04% → 56.38% (+1.3%)

13% less capital invested

Capital invested by funds: $454M → $395M (-$59.5M)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
3.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
40
Reduced
48
Closed
17
Calls
$8.13M
Puts
$2.06M
Net Calls
+$6.07M
Net Calls Change
+$5.64M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.98M
2
MCM
McKinley Capital Management
Alaska
+$3.74M
3
RFC
Russell Frank Company
Washington
+$3.12M
4
BFA
BlackRock Fund Advisors
California
+$2.53M
5
Two Sigma Investments
Two Sigma Investments
New York
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
ACM
Americafirst Capital Management
California
-$207M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$12.2M
3
BCM
Bridgeway Capital Management
Texas
-$3.7M
4
NI
Numeric Investors
Massachusetts
-$3.63M
5
SFM
Systematic Financial Management
New Jersey
-$3.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$3.45M +$141K +8,067 +5%
Deutsche Bank
27
Deutsche Bank
Germany
$3.22M +$1.49M +85,463 +119%
SCM
28
Sterling Capital Management
North Carolina
$3.06M -$25K -1,432 -0.9%
MCM
29
Matarin Capital Management
New York
$3.06M – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.98M -$179K -10,256 -7%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$2.92M +$22.7K +1,300 +1%
Two Sigma Investments
32
Two Sigma Investments
New York
$2.87M +$2.45M +140,263 New
TCIM
33
TIAA CREF Investment Management
New York
$2.25M -$132K -7,547 -6%
BIM
34
BlackRock Investment Management
Delaware
$2.18M -$31.6K -1,812 -2%
American Century Companies
35
American Century Companies
Missouri
$2.16M +$1.84M +105,545 New
Citadel Advisors
36
Citadel Advisors
Florida
$2.12M +$992K +56,766 +122%
GC
37
Guggenheim Capital
Illinois
$2.1M +$1.79M +102,635 New
Two Sigma Advisers
38
Two Sigma Advisers
New York
$2.1M +$1.79M +102,516 New
GCP
39
GSA Capital Partners
United Kingdom
$1.96M -$436K -24,950 -21%
FIM
40
Frontier Investment Management
Texas
$1.96M – – –
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$1.94M +$1.32M +75,343 +388%
EI
42
EAM Investors
California
$1.72M +$1.47M +83,963 New
RA
43
Royce & Associates
New York
$1.71M +$178K +10,200 +14%
SI
44
SII Investments
Wisconsin
$1.48M +$241K +13,821 +24%
CS
45
Credit Suisse
Switzerland
$1.45M -$361K -20,669 -23%
HCMT
46
Highland Capital Management (Tennessee)
Tennessee
$1.33M -$611K -35,000 -35%
Renaissance Technologies
47
Renaissance Technologies
New York
$1.25M +$1.07M +61,300 New
VOYA Investment Management
48
VOYA Investment Management
Georgia
$1.25M – – –
TC
49
TFS Capital
Pennsylvania
$1.23M -$67.1K -3,842 -6%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$1.23M – – –
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UVE Hedge Fund Activity: Q4 2014 in Review

138 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2014, worth a combined $395M — down 13% from $454M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UVE positions and 17 closed out — a net gain of 14 holders — while 40 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.98M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $207M sold.

  • 138 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2014, up from 125 in Q3 2014.
  • Funds reported $395M of Universal Insurance Holdings stock for Q4 2014, down 13% quarter-over-quarter.
  • 31 funds opened new Universal Insurance Holdings positions in Q4 2014 and 17 closed out, a net change of +14 holders.
  • The largest Universal Insurance Holdings buyer in Q4 2014 was Morgan Stanley, an estimated $4.98M added.
  • The largest Universal Insurance Holdings seller in Q4 2014 was Americafirst Capital Management, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2014.