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Universal Insurance Holdings
UVE

168 hedge funds and large institutions have $626M invested in Universal Insurance Holdings in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 50

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more ownership

Funds ownership: 72.69% → 72.7% (+0%)

3% less funds holding

Funds holding: 173 → 168 (-5)

14% less capital invested

Capital invested by funds: $723M → $626M (-$97.7M)

39% less call options, than puts

Call options by funds: $1.28M | Put options by funds: $2.11M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
4.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
70
Reduced
50
Closed
21
Calls
$1.28M
Puts
$2.11M
Net Calls
-$830K
Net Calls Change
+$76K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$106M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$11.1M
3
MCM
Matarin Capital Management
New York
+$4.91M
4
AL
AJO LP
Pennsylvania
+$3.08M
5
Deutsche Bank
Deutsche Bank
Germany
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
CRM
Capital Returns Management
New York
-$11.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$7.31M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.09M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$3.85M
5
MCM
McKinley Capital Management
Alaska
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$4.36M -$657K -25,100 -12%
AQR Capital Management
27
AQR Capital Management
Connecticut
$4.03M +$1.88M +71,653 +77%
BGIM
28
Brandywine Global Investment Management
Pennsylvania
$3.93M +$45.7K +1,746 +1%
QI
29
QS Investors
New York
$3.67M – – –
FIM
30
Frontier Investment Management
Texas
$3.65M +$241K +9,200 +7%
BC
31
Burney Company
Virginia
$3.49M +$214K +8,183 +6%
BCM
32
Bridgeway Capital Management
Texas
$3.11M – – –
Federated Hermes
33
Federated Hermes
Pennsylvania
$2.98M +$869K +33,188 +38%
Invesco
34
Invesco
Georgia
$2.85M +$49.2K +1,878 +2%
Deutsche Bank
35
Deutsche Bank
Germany
$2.58M +$1.95M +74,534 +240%
RA
36
Royce & Associates
New York
$2.39M – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.32M +$90.4K +3,453 +4%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$2.31M +$94.5K +3,612 +4%
First Trust Advisors
39
First Trust Advisors
Illinois
$2.06M +$111K +4,240 +5%
Prudential Financial
40
Prudential Financial
New Jersey
$2.06M -$2.25M -86,018 -51%
SI
41
SII Investments
Wisconsin
$2.03M -$7.75K -296 -0.4%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$2.02M +$165K +6,322 +8%
SIM
43
Spark Investment Management
New York
$1.98M -$633K -24,200 -23%
GC
44
Guggenheim Capital
Illinois
$1.9M -$240K -9,183 -11%
PSUF
45
People's United Financial
Connecticut
$1.74M – – –
Stifel Financial
46
Stifel Financial
Missouri
$1.73M +$1.41M +53,871 +321%
JIR
47
James Investment Research
Ohio
$1.72M +$1.84M +70,358 New
CS
48
Credit Suisse
Switzerland
$1.69M -$554K -21,157 -23%
Goldman Sachs
49
Goldman Sachs
New York
$1.61M -$430K -16,424 -20%
SFM
50
Systematic Financial Management
New Jersey
$1.59M +$1.7M +65,075 New
1
2
3 4 5

UVE Hedge Fund Activity: Q1 2017 in Review

168 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2017, worth a combined $626M — down 14% from $723M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UVE positions and 21 closed out — a net gain of 2 holders — while 70 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was Capital Returns Management, exiting entirely with an estimated $11.3M sold.

  • 168 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2017, down from 173 in Q4 2016.
  • Funds reported $626M of Universal Insurance Holdings stock for Q1 2017, down 14% quarter-over-quarter.
  • 23 funds opened new Universal Insurance Holdings positions in Q1 2017 and 21 closed out, a net change of +2 holders.
  • The largest Universal Insurance Holdings buyer in Q1 2017 was BlackRock, an estimated $106M added.
  • The largest Universal Insurance Holdings seller in Q1 2017 was Capital Returns Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2017.