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Universal Insurance Holdings

201 hedge funds and large institutions have $788M invested in Universal Insurance Holdings in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 78 increasing their positions, 77 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 77

5% less call options, than puts

Call options by funds: $3.27M | Put options by funds: $3.46M

1.44% less ownership

Funds ownership: 74.36%72.92% (-1.4%)

18% less funds holding

Funds holding: 244201 (-43)

19% less capital invested

Capital invested by funds: $973M → $788M (-$185M)

76% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 54

Holders
201
Holders Change
-43
Holders Change %
-17.62%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
78
Reduced
77
Closed
54
Calls
$3.27M
Puts
$3.46M
Net Calls
-$182K
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$5.39M
JP Morgan Chase
27
JP Morgan Chase
New York
$5.14M -$5.51M -153,671 -48%
BC
28
Burney Company
Virginia
$4.75M +$99K +2,759 +2%
FIM
29
Frontier Investment Management
Texas
$4.72M -$194K -5,400 -3%
Wells Fargo
30
Wells Fargo
California
$4.57M -$676K -18,852 -11%
AllianceBernstein
31
AllianceBernstein
Tennessee
$4.48M +$323K +9,010 +7%
MAM
32
Martingale Asset Management
Massachusetts
$4.44M +$1.34M +37,297 +35%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$4.35M +$1.3M +36,286 +35%
Federated Hermes
34
Federated Hermes
Pennsylvania
$4.21M -$1.02M -28,430 -17%
Axa
35
Axa
France
$4.21M +$882K +24,600 +22%
QI
36
QS Investors
New York
$3.99M -$53.3K -1,487 -1%
Goldman Sachs
37
Goldman Sachs
New York
$3.9M -$1.65M -45,884 -27%
Deutsche Bank
38
Deutsche Bank
Germany
$3.73M -$93.2K -2,598 -2%
Prudential Financial
39
Prudential Financial
New Jersey
$3.7M +$596K +16,626 +16%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$3.65M +$20.3K +567 +0.5%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$3.6M +$1.56M +43,370 +60%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$3.59M +$4.15M +115,801 New
AAMU
43
Amundi Asset Management US
Massachusetts
$3.12M +$308K +8,577 +9%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$3.1M +$78K +2,174 +2%
PPA
45
Parametric Portfolio Associates
Washington
$2.92M -$1.72M -47,993 -34%
JIM
46
Jupiter Investment Management
United Kingdom
$2.9M +$363K +10,127 +12%
SCP
47
Seizert Capital Partners
Michigan
$2.86M -$19.5K -543 -0.6%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$2.85M -$4.36M -121,555 -57%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$2.79M +$118K +3,290 +4%
First Trust Advisors
50
First Trust Advisors
Illinois
$2.66M -$544K -15,174 -15%

UVE Hedge Fund Activity: Q1 2019 in Review

201 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2019, worth a combined $788M — down 19% from $973M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of UVE and 13 opened new positions — a net loss of 41 holders — while 77 trimmed existing stakes and 78 added.

The largest buyer was Bank of America, adding an estimated $7.65M. The largest seller was Epoch Investment Partners, cutting an estimated $10.9M.

  • 201 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2019, down from 244 in Q4 2018.
  • Funds reported $788M of Universal Insurance Holdings stock for Q1 2019, down 19% quarter-over-quarter.
  • 13 funds opened new Universal Insurance Holdings positions in Q1 2019 and 54 closed out, a net change of -41 holders.
  • The largest Universal Insurance Holdings buyer in Q1 2019 was Bank of America, an estimated $7.65M added.
  • The largest Universal Insurance Holdings seller in Q1 2019 was Epoch Investment Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2019.