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Universal Insurance Holdings

176 hedge funds and large institutions have $687M invested in Universal Insurance Holdings in 2015 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $9.33M | Put options by funds: $2.44M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

42% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 52

29% more capital invested

Capital invested by funds: $532M → $687M (+$154M)

8% more funds holding

Funds holding: 163176 (+13)

3.75% more ownership

Funds ownership: 61.42%65.17% (+3.8%)

Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
4.91%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
31
Increased
74
Reduced
52
Closed
17
Calls
$9.33M
Puts
$2.44M
Net Calls
+$6.89M
Net Calls Change
-$303K
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
26
Brandywine Global Investment Management
Pennsylvania
$5.18M +$4.3M +159,300 +989%
UBS Group
27
UBS Group
Switzerland
$5.16M -$2.14M -79,313 -31%
CEP
28
Chicago Equity Partners
Illinois
$5.09M +$3.78M +139,839 +432%
Ameriprise
29
Ameriprise
Minnesota
$5.09M +$297K +10,999 +7%
Deutsche Bank
30
Deutsche Bank
Germany
$4.98M -$9.11K -337 -0.2%
AQR Capital Management
31
AQR Capital Management
Connecticut
$4.95M -$1.41M -52,091 -24%
RFC
32
Russell Frank Company
Washington
$4.2M -$2.98M -110,180 -44%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$4.01M +$274K +10,149 +8%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$3.83M +$1.5M +55,519 +75%
AL
35
AJO LP
Pennsylvania
$3.81M -$5.35M -198,032 -61%
BIM
36
BlackRock Investment Management
Delaware
$3.73M -$49.3K -1,825 -1%
PPA
37
Parametric Portfolio Associates
Washington
$3.63M -$1.51M -55,855 -31%
First Trust Advisors
38
First Trust Advisors
Illinois
$3.45M -$1.13M -41,709 -26%
JP Morgan Chase
39
JP Morgan Chase
New York
$3.44M +$1.38M +50,882 +77%
BCM
40
Bridgeway Capital Management
Texas
$3.12M -$2.77M -102,641 -49%
Federated Hermes
41
Federated Hermes
Pennsylvania
$3.12M -$91.9K -3,402 -3%
TCIM
42
TIAA CREF Investment Management
New York
$3.1M -$119K -4,397 -4%
RA
43
Royce & Associates
New York
$3.05M
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$3M -$59.5K -2,200 -2%
Millennium Management
45
Millennium Management
New York
$2.96M +$288K +10,643 +12%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.96M -$704K -26,041 -21%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$2.88M +$1.34M +49,602 +102%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$2.87M +$362K +13,410 +16%
PP
49
PDT Partners
New York
$2.83M +$1.04M +38,445 +67%
Charles Schwab
50
Charles Schwab
California
$2.71M +$1.06M +39,274 +75%

UVE Hedge Fund Activity: Q3 2015 in Review

176 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2015, worth a combined $687M — up 29% from $532M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UVE positions and 17 closed out — a net gain of 14 holders — while 74 added to existing stakes and 52 trimmed.

The largest buyer was Vanguard Group, adding an estimated $18.2M. The largest seller was Numeric Investors, cutting an estimated $7.46M.

  • 176 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2015, up from 163 in Q2 2015.
  • Funds reported $687M of Universal Insurance Holdings stock for Q3 2015, up 29% quarter-over-quarter.
  • 31 funds opened new Universal Insurance Holdings positions in Q3 2015 and 17 closed out, a net change of +14 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2015 was Vanguard Group, an estimated $18.2M added.
  • The largest Universal Insurance Holdings seller in Q3 2015 was Numeric Investors, an estimated $7.46M sold.

Based on aggregated 13F filings for Q3 2015.