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Universal Insurance Holdings

173 hedge funds and large institutions have $647M invested in Universal Insurance Holdings in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

13.26% more ownership

Funds ownership: 65.17%78.43% (+13%)

1% less call options, than puts

Call options by funds: $6.69M | Put options by funds: $6.76M

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

2% less funds holding

Funds holding: 176173 (-3)

6% less capital invested

Capital invested by funds: $687M → $647M (-$39.3M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
173
Holders Change
-3
Holders Change %
-1.7%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
34
Increased
69
Reduced
51
Closed
36
Calls
$6.69M
Puts
$6.76M
Net Calls
-$64K
Net Calls Change
-$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$5.47M +$3.28M +119,224 +102%
Principal Financial Group
27
Principal Financial Group
Iowa
$4.96M +$239K +8,673 +4%
GC
28
Guggenheim Capital
Illinois
$4.58M +$579K +21,050 +12%
CEP
29
Chicago Equity Partners
Illinois
$4.4M +$479K +17,400 +10%
SCP
30
Scoria Capital Partners
Connecticut
$4.35M +$5.16M +187,500 New
GC
31
GMT Capital
Georgia
$4.06M +$4.82M +175,000 New
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$3.9M -$202K -7,346 -4%
RFC
33
Russell Frank Company
Washington
$3.52M +$104K +3,786 +3%
Two Sigma Investments
34
Two Sigma Investments
New York
$3.44M +$3.04M +110,477 +292%
TCIM
35
TIAA CREF Investment Management
New York
$3.38M +$1.12M +40,517 +39%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$3.29M +$340K +12,339 +10%
QI
37
QS Investors
New York
$3.26M -$3.36M -122,131 -46%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$3.13M +$3.72M +135,100 New
FIM
39
Frontier Investment Management
Texas
$3.06M +$3.63M +132,000 New
Axa
40
Axa
France
$3.01M +$1.2M +43,614 +51%
Deutsche Bank
41
Deutsche Bank
Germany
$2.95M -$1.14M -41,249 -24%
BIM
42
BlackRock Investment Management
Delaware
$2.93M +$881 +32 +0%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$2.83M +$660K +23,993 +24%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$2.72M +$427K +15,500 +15%
Charles Schwab
45
Charles Schwab
California
$2.62M +$581K +21,119 +23%
ARTA
46
A.R.T. Advisors
New York
$2.46M +$2.92M +105,930 New
BA
47
BlackRock Advisors
Delaware
$2.45M +$2.18M +79,373 +300%
First Trust Advisors
48
First Trust Advisors
Illinois
$2.44M -$312K -11,353 -10%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$2.43M -$853K -30,996 -23%
BCM
50
Bridgeway Capital Management
Texas
$2.37M -$93.6K -3,400 -3%

UVE Hedge Fund Activity: Q4 2015 in Review

173 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2015, worth a combined $647M — down 5.7% from $687M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of UVE and 34 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 69 added.

The largest buyer was Vanguard Group, adding an estimated $42M. The largest seller was Prudential Financial, cutting an estimated $9.97M.

  • 173 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2015, down from 176 in Q3 2015.
  • Funds reported $647M of Universal Insurance Holdings stock for Q4 2015, down 5.7% quarter-over-quarter.
  • 34 funds opened new Universal Insurance Holdings positions in Q4 2015 and 36 closed out, a net change of -2 holders.
  • The largest Universal Insurance Holdings buyer in Q4 2015 was Vanguard Group, an estimated $42M added.
  • The largest Universal Insurance Holdings seller in Q4 2015 was Prudential Financial, an estimated $9.97M sold.

Based on aggregated 13F filings for Q4 2015.