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Universal Insurance Holdings

130 hedge funds and large institutions have $289M invested in Universal Insurance Holdings in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

5% less capital invested

Capital invested by funds: $303M → $289M (-$14.3M)

1.07% less ownership

Funds ownership: 67.75%66.68% (-1.1%)

2% less funds holding

Funds holding: 132130 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

78% less call options, than puts

Call options by funds: $650K | Put options by funds: $2.97M

Holders
130
Holders Change
-2
Holders Change %
-1.52%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
48
Reduced
48
Closed
15
Calls
$650K
Puts
$2.97M
Net Calls
-$2.32M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$1.88M
Ameriprise
27
Ameriprise
Minnesota
$1.76M -$162K -11,547 -8%
PPA
28
Parametric Portfolio Associates
Washington
$1.56M +$410K +29,189 +35%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.34M +$42.2K +3,003 +3%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$1.32M -$55.8K -3,973 -4%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$1.28M -$213K -15,142 -14%
Norges Bank
32
Norges Bank
Norway
$1.16M +$420K +29,900 +56%
Victory Capital Management
33
Victory Capital Management
Texas
$1.13M -$2.54K -181 -0.2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.11M +$199K +14,200 +21%
AQR Capital Management
35
AQR Capital Management
Connecticut
$1.1M +$108K +7,700 +11%
CIC
36
Cornercap Investment Counsel
Georgia
$1.09M -$3.71K -264 -0.3%
Millennium Management
37
Millennium Management
New York
$1.02M -$1.22M -86,665 -54%
HighTower Advisors
38
HighTower Advisors
Illinois
$1M +$25.3K +1,800 +3%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$975K
Swiss National Bank
40
Swiss National Bank
Switzerland
$859K -$91.3K -6,500 -10%
EGM
41
Engineers Gate Manager
New York
$852K +$83.5K +5,948 +11%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$851K -$8.87K -632 -1%
Legal & General Group
43
Legal & General Group
United Kingdom
$822K -$284K -20,253 -25%
Goldman Sachs
44
Goldman Sachs
New York
$803K +$102K +7,293 +14%
PAM
45
Panagora Asset Management
Massachusetts
$743K -$712K -50,718 -49%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$735K +$42.3K +3,013 +6%
Los Angeles Capital Management
47
Los Angeles Capital Management
California
$688K +$349K +24,880 +101%
GC
48
Guggenheim Capital
Illinois
$653K +$265K +18,904 +67%
Wells Fargo
49
Wells Fargo
California
$630K -$34.1K -2,426 -5%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$615K +$202K +14,402 +48%

UVE Hedge Fund Activity: Q2 2021 in Review

130 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2021, worth a combined $289M — down 4.7% from $303M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UVE and 13 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 48 added.

The largest buyer was Donald Smith & Co, opening a new position worth an estimated $5.15M. The largest seller was Peregrine Capital Management, exiting entirely with an estimated $3.04M sold.

  • 130 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2021, down from 132 in Q1 2021.
  • Funds reported $289M of Universal Insurance Holdings stock for Q2 2021, down 4.7% quarter-over-quarter.
  • 13 funds opened new Universal Insurance Holdings positions in Q2 2021 and 15 closed out, a net change of -2 holders.
  • The largest Universal Insurance Holdings buyer in Q2 2021 was Donald Smith & Co, an estimated $5.15M added.
  • The largest Universal Insurance Holdings seller in Q2 2021 was Peregrine Capital Management, an estimated $3.04M sold.

Based on aggregated 13F filings for Q2 2021.