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Universal Insurance Holdings
UVE

169 hedge funds and large institutions have $644M invested in Universal Insurance Holdings in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $626M → $644M (+$18.7M)

1% more funds holding

Funds holding: 168 → 169 (+1)

0.16% more ownership

Funds ownership: 72.7% → 72.85% (+0.16%)

2% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 60

35% less call options, than puts

Call options by funds: $1.05M | Put options by funds: $1.62M

Holders
169
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
4.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
59
Reduced
60
Closed
15
Calls
$1.05M
Puts
$1.62M
Net Calls
-$565K
Net Calls Change
+$265K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.16M
2
CS
Credit Suisse
Switzerland
+$3.74M
3
Millennium Management
Millennium Management
New York
+$2.3M
4
WI
WBI Investments
New Jersey
+$1.96M
5
TA
Teachers Advisors
New York
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.33M
2
BlackRock
BlackRock
New York
-$2.89M
3
SIM
Spark Investment Management
New York
-$1.98M
4
JIR
James Investment Research
Ohio
-$1.72M
5
SFM
Systematic Financial Management
New Jersey
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$4.23M -$6.33M -257,607 -61%
AllianceBernstein
27
AllianceBernstein
Tennessee
$4.17M -$1.45M -58,790 -26%
TCIM
28
TIAA CREF Investment Management
New York
$3.96M -$706K -28,722 -15%
FIM
29
Frontier Investment Management
Texas
$3.94M +$184K +7,500 +5%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$3.94M -$534K -21,700 -12%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$3.88M -$151K -6,147 -4%
Federated Hermes
32
Federated Hermes
Pennsylvania
$3.86M +$778K +31,632 +26%
QI
33
QS Investors
New York
$3.73M -$45.6K -1,854 -1%
BC
34
Burney Company
Virginia
$3.71M +$24.7K +1,006 +0.7%
BCM
35
Bridgeway Capital Management
Texas
$3.43M +$226K +9,195 +7%
Invesco
36
Invesco
Georgia
$2.95M +$16.2K +658 +0.6%
Millennium Management
37
Millennium Management
New York
$2.91M +$2.3M +93,379 +426%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$2.6M +$517K +21,040 +26%
RA
39
Royce & Associates
New York
$2.46M – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.46M +$71.5K +2,907 +3%
PPA
41
Parametric Portfolio Associates
Washington
$2.27M +$1.28M +52,004 +137%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.06M +$1.26M +51,092 +167%
SI
43
SII Investments
Wisconsin
$2.05M -$27K -1,100 -1%
Prudential Financial
44
Prudential Financial
New Jersey
$2.03M -$88.9K -3,616 -4%
WI
45
WBI Investments
New Jersey
$2.01M +$1.96M +79,729 New
MAM
46
Martingale Asset Management
Massachusetts
$1.94M +$320K +13,006 +20%
GC
47
Guggenheim Capital
Illinois
$1.84M -$109K -4,453 -6%
JIM
48
Jupiter Investment Management
United Kingdom
$1.8M +$387K +15,720 +28%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$1.75M -$606K -24,641 -26%
PSUF
50
People's United Financial
Connecticut
$1.59M -$197K -8,000 -11%
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UVE Hedge Fund Activity: Q2 2017 in Review

169 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2017, worth a combined $644M — up 3% from $626M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UVE positions and 15 closed out — a net gain of 1 holder — while 59 added to existing stakes and 60 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $5.16M. The largest seller was Arrowstreet Capital, cutting an estimated $6.33M.

  • 169 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2017, up from 168 in Q1 2017.
  • Funds reported $644M of Universal Insurance Holdings stock for Q2 2017, up 3% quarter-over-quarter.
  • 16 funds opened new Universal Insurance Holdings positions in Q2 2017 and 15 closed out, a net change of +1 holder.
  • The largest Universal Insurance Holdings buyer in Q2 2017 was Fidelity Investments, an estimated $5.16M added.
  • The largest Universal Insurance Holdings seller in Q2 2017 was Arrowstreet Capital, an estimated $6.33M sold.

Based on aggregated 13F filings for Q2 2017.