We are live on ! Find out more
UVE icon

Universal Insurance Holdings

244 hedge funds and large institutions have $973M invested in Universal Insurance Holdings in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $5.78M | Put options by funds: $1.63M

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

4% more funds holding

Funds holding: 234244 (+10)

10% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 91

2.08% less ownership

Funds ownership: 76.44%74.36% (-2.1%)

25% less capital invested

Capital invested by funds: $1.29B → $973M (-$321M)

Holders
244
Holders Change
+10
Holders Change %
+4.27%
% of All Funds
5.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
82
Reduced
91
Closed
30
Calls
$5.78M
Puts
$1.63M
Net Calls
+$4.15M
Net Calls Change
-$3.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$6.51M -$2.74M -62,883 -27%
Wells Fargo
27
Wells Fargo
California
$6.3M -$2.73M -62,719 -27%
Morgan Stanley
28
Morgan Stanley
New York
$6.26M +$4.11M +94,510 +134%
Federated Hermes
29
Federated Hermes
Pennsylvania
$6.23M -$10.4M -239,074 -59%
FIM
30
Frontier Investment Management
Texas
$5.98M
BC
31
Burney Company
Virginia
$5.71M -$10.6K -243 -0.2%
PPA
32
Parametric Portfolio Associates
Washington
$5.4M +$130K +2,993 +2%
AllianceBernstein
33
AllianceBernstein
Tennessee
$5.14M +$105K +2,420 +2%
QI
34
QS Investors
New York
$4.94M
Deutsche Bank
35
Deutsche Bank
Germany
$4.66M -$1.68M -38,553 -24%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$4.45M +$162K +3,724 +3%
Axa
37
Axa
France
$4.22M +$553K +12,700 +13%
MAM
38
Martingale Asset Management
Massachusetts
$4.01M +$217K +4,992 +5%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$3.94M +$4.52M +103,927 New
Prudential Financial
40
Prudential Financial
New Jersey
$3.9M -$868K -19,938 -16%
First Trust Advisors
41
First Trust Advisors
Illinois
$3.83M +$1.56M +35,826 +55%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$3.71M +$705K +16,204 +20%
Lazard Asset Management
43
Lazard Asset Management
New York
$3.7M -$21.8K -500 -0.5%
SCP
44
Seizert Capital Partners
Michigan
$3.52M -$27.2K -626 -0.7%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$3.29M +$212K +4,869 +6%
TCIM
46
TIAA CREF Investment Management
New York
$3.23M -$115K -2,650 -3%
Man Group
47
Man Group
United Kingdom
$3.17M +$1.05M +24,062 +41%
JIM
48
Jupiter Investment Management
United Kingdom
$3.16M -$211K -4,845 -5%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$2.96M -$910K -20,901 -21%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$2.93M -$6.18K -142 -0.2%

UVE Hedge Fund Activity: Q4 2018 in Review

244 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2018, worth a combined $973M — down 25% from $1.29B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UVE positions and 30 closed out — a net gain of 10 holders — while 82 added to existing stakes and 91 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $13.2M. The largest seller was JP Morgan Chase, cutting an estimated $21.2M.

  • 244 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2018, up from 234 in Q3 2018.
  • Funds reported $973M of Universal Insurance Holdings stock for Q4 2018, down 25% quarter-over-quarter.
  • 40 funds opened new Universal Insurance Holdings positions in Q4 2018 and 30 closed out, a net change of +10 holders.
  • The largest Universal Insurance Holdings buyer in Q4 2018 was T. Rowe Price Associates, an estimated $13.2M added.
  • The largest Universal Insurance Holdings seller in Q4 2018 was JP Morgan Chase, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2018.