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Universal Insurance Holdings

155 hedge funds and large institutions have $469M invested in Universal Insurance Holdings in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $457M → $469M (+$12.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.88% less ownership

Funds ownership: 75.39%71.5% (-3.9%)

4% less funds holding

Funds holding: 162155 (-7)

13% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 60

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

36% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $2.17M

Holders
155
Holders Change
-7
Holders Change %
-4.32%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
52
Reduced
60
Closed
24
Calls
$1.4M
Puts
$2.17M
Net Calls
-$776K
Net Calls Change
+$919K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
McKinley Capital Management
Alaska
$3.86M +$3.75M +207,514 New
Two Sigma Investments
27
Two Sigma Investments
New York
$3.73M +$1.78M +98,531 +96%
CEP
28
Chicago Equity Partners
Illinois
$3.53M -$21.9K -1,210 -0.6%
Invesco
29
Invesco
Georgia
$3.53M -$690K -38,198 -17%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$3.19M +$535K +29,600 +21%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$3.06M -$55.3K -3,060 -2%
AL
32
AJO LP
Pennsylvania
$2.91M +$2.83M +156,822 New
GC
33
Guggenheim Capital
Illinois
$2.9M -$139K -7,675 -5%
Charles Schwab
34
Charles Schwab
California
$2.85M +$123K +6,784 +5%
Citadel Advisors
35
Citadel Advisors
Florida
$2.78M +$1.05M +58,261 +64%
TCIM
36
TIAA CREF Investment Management
New York
$2.7M +$788K +43,603 +43%
BIM
37
BlackRock Investment Management
Delaware
$2.58M +$183K +10,107 +8%
BC
38
Burney Company
Virginia
$2.5M +$590K +32,665 +32%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.23M +$184K +10,173 +9%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.95M +$131K +7,256 +7%
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$1.92M +$1.65M +91,147 +741%
BCM
42
Bridgeway Capital Management
Texas
$1.89M
RA
43
Royce & Associates
New York
$1.88M
BA
44
BlackRock Advisors
Delaware
$1.88M -$20.6K -1,142 -1%
Marshall Wace
45
Marshall Wace
United Kingdom
$1.83M +$712K +39,372 +67%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.69M -$112K -6,200 -6%
Axa
47
Axa
France
$1.67M +$311K +17,200 +24%
Prudential Financial
48
Prudential Financial
New Jersey
$1.65M +$217K +11,980 +16%
CS
49
Credit Suisse
Switzerland
$1.59M -$86.8K -4,804 -5%
SI
50
SII Investments
Wisconsin
$1.56M -$18.1K -1,000 -1%

UVE Hedge Fund Activity: Q2 2016 in Review

155 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2016, worth a combined $469M — up 2.6% from $457M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UVE and 18 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 52 added.

The largest buyer was LSV Asset Management, adding an estimated $7.43M. The largest seller was Visium Asset Management, cutting an estimated $7.91M.

  • 155 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2016, down from 162 in Q1 2016.
  • Funds reported $469M of Universal Insurance Holdings stock for Q2 2016, up 2.6% quarter-over-quarter.
  • 18 funds opened new Universal Insurance Holdings positions in Q2 2016 and 24 closed out, a net change of -6 holders.
  • The largest Universal Insurance Holdings buyer in Q2 2016 was LSV Asset Management, an estimated $7.43M added.
  • The largest Universal Insurance Holdings seller in Q2 2016 was Visium Asset Management, an estimated $7.91M sold.

Based on aggregated 13F filings for Q2 2016.