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Universal Insurance Holdings

155 hedge funds and large institutions have $318M invested in Universal Insurance Holdings in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $884K

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

5% more funds holding

Funds holding: 148155 (+7)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 67.9%67.76% (-0.15%)

15% less capital invested

Capital invested by funds: $375M → $318M (-$57M)

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
53
Reduced
50
Closed
18
Calls
$1.42M
Puts
$884K
Net Calls
+$539K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.12M +$491K +29,621 +27%
EST
27
EA Series Trust
Pennsylvania
$1.96M +$2.1M +126,814 New
EF
28
Empowered Funds
Pennsylvania
$1.96M +$2.1M +126,814 New
TI
29
Trexquant Investment
Connecticut
$1.88M +$929K +56,029 +85%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$1.84M -$34.8K -2,097 -2%
ETC
31
Exchange Traded Concepts
Oklahoma
$1.74M -$27.3K -1,650 -1%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$1.71M -$673K -40,595 -27%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$1.64M +$299K +18,063 +20%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$1.5M +$1.54M +92,706 +2,126%
Goldman Sachs
35
Goldman Sachs
New York
$1.49M +$377K +22,774 +31%
GCP
36
GSA Capital Partners
United Kingdom
$1.38M +$776K +46,835 +110%
MAM
37
Martingale Asset Management
Massachusetts
$1.15M +$170K +10,252 +16%
Legal & General Group
38
Legal & General Group
United Kingdom
$1.14M +$128K +7,746 +12%
CSS
39
Cubist Systematic Strategies
Connecticut
$1.1M +$331K +19,988 +39%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.07M +$576K +34,750 +101%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.01M -$5.24K -316 -0.5%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$1.01M +$337K +20,361 +45%
Teacher Retirement System of Texas
43
Teacher Retirement System of Texas
Texas
$989K +$680K +41,017 +178%
Swiss National Bank
44
Swiss National Bank
Switzerland
$915K
Squarepoint
45
Squarepoint
New York
$866K +$213K +12,874 +30%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$855K -$114K -6,903 -11%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$776K -$13.1K -791 -2%
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$761K +$401K +24,219 +97%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$757K -$22.9K -1,383 -3%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$750K +$5.45K +329 +0.7%

UVE Hedge Fund Activity: Q2 2023 in Review

155 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2023, worth a combined $318M — down 15% from $375M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UVE positions and 18 closed out — a net gain of 7 holders — while 53 added to existing stakes and 50 trimmed.

The largest buyer was Millennium Management, adding an estimated $6.48M. The largest seller was LSV Asset Management, cutting an estimated $10.7M.

  • 155 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2023, up from 148 in Q1 2023.
  • Funds reported $318M of Universal Insurance Holdings stock for Q2 2023, down 15% quarter-over-quarter.
  • 25 funds opened new Universal Insurance Holdings positions in Q2 2023 and 18 closed out, a net change of +7 holders.
  • The largest Universal Insurance Holdings buyer in Q2 2023 was Millennium Management, an estimated $6.48M added.
  • The largest Universal Insurance Holdings seller in Q2 2023 was LSV Asset Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2023.