We are live on ! Find out more
UVE icon

Universal Insurance Holdings
UVE

162 hedge funds and large institutions have $457M invested in Universal Insurance Holdings in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 60 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.04% less ownership

Funds ownership: 78.43% → 75.39% (-3%)

6% less funds holding

Funds holding: 173 → 162 (-11)

29% less capital invested

Capital invested by funds: $647M → $457M (-$190M)

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

40% less call options, than puts

Call options by funds: $2.57M | Put options by funds: $4.27M

Holders
162
Holders Change
-11
Holders Change %
-6.36%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
63
Reduced
60
Closed
32
Calls
$2.57M
Puts
$4.27M
Net Calls
-$1.7M
Net Calls Change
-$1.63M

Top Buyers

Rank Fund Capital Flow
1
VCM
Valiant Capital Management
California
+$11M
2
HW
Hancock Whitney
Mississippi
+$7.84M
3
Citigroup
Citigroup
New York
+$6.73M
4
CRM
Capital Returns Management
New York
+$5.66M
5
American Century Companies
American Century Companies
Missouri
+$3.09M

Top Sellers

Rank Fund Capital Flow
1
MAI
Marble Arch Investments
New York
-$16.4M
2
Millennium Management
Millennium Management
New York
-$11.4M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$10.6M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$8.79M
5
VAM
Visium Asset Management
New York
-$4.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
CEP
26
Chicago Equity Partners
Illinois
$3.4M +$31K +1,670 +0.9%
FIM
27
Frontier Investment Management
Texas
$3.18M +$868K +46,800 +35%
BGIM
28
Brandywine Global Investment Management
Pennsylvania
$2.98M -$9.27K -500 -0.3%
GC
29
Guggenheim Capital
Illinois
$2.92M -$621K -33,501 -17%
Millennium Management
30
Millennium Management
New York
$2.88M -$11.4M -613,463 -79%
Charles Schwab
31
Charles Schwab
California
$2.61M +$625K +33,706 +30%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$2.53M +$373K +20,105 +16%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$2.41M +$1.04M +55,911 +70%
RFC
34
Russell Frank Company
Washington
$2.31M -$303K -16,337 -11%
BIM
35
BlackRock Investment Management
Delaware
$2.29M +$37.7K +2,034 +2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.96M +$95.1K +5,128 +5%
BA
37
BlackRock Advisors
Delaware
$1.82M -$66.8K -3,603 -3%
Two Sigma Investments
38
Two Sigma Investments
New York
$1.82M -$856K -46,167 -31%
BCM
39
Bridgeway Capital Management
Texas
$1.81M -$7.42K -400 -0.4%
TCIM
40
TIAA CREF Investment Management
New York
$1.81M -$815K -43,960 -30%
BC
41
Burney Company
Virginia
$1.81M +$811K +43,771 +76%
RA
42
Royce & Associates
New York
$1.8M – – –
PPA
43
Parametric Portfolio Associates
Washington
$1.8M +$470K +25,352 +33%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.74M -$2.56M -137,991 -59%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.73M -$374K -20,200 -17%
GF
46
Gerstein Fisher
New York
$1.69M -$2.35K -127 -0.1%
Federated Hermes
47
Federated Hermes
Pennsylvania
$1.68M +$40.4K +2,181 +2%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$1.68M -$883K -47,623 -34%
Deutsche Bank
49
Deutsche Bank
Germany
$1.66M -$638K -34,399 -27%
Citadel Advisors
50
Citadel Advisors
Florida
$1.63M +$1.54M +82,909 +965%
1
2
3 4 5

UVE Hedge Fund Activity: Q1 2016 in Review

162 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2016, worth a combined $457M — down 29% from $647M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UVE and 22 opened new positions — a net loss of 10 holders — while 60 trimmed existing stakes and 63 added.

The largest buyer was Valiant Capital Management, opening a new position worth an estimated $11M. The largest seller was Marble Arch Investments, exiting entirely with an estimated $16.4M sold.

  • 162 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2016, down from 173 in Q4 2015.
  • Funds reported $457M of Universal Insurance Holdings stock for Q1 2016, down 29% quarter-over-quarter.
  • 22 funds opened new Universal Insurance Holdings positions in Q1 2016 and 32 closed out, a net change of -10 holders.
  • The largest Universal Insurance Holdings buyer in Q1 2016 was Valiant Capital Management, an estimated $11M added.
  • The largest Universal Insurance Holdings seller in Q1 2016 was Marble Arch Investments, an estimated $16.4M sold.

Based on aggregated 13F filings for Q1 2016.