Universal Insurance Holdings
173 hedge funds and large institutions have $723M invested in Universal Insurance Holdings in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 17 closing their positions.
47% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 17
9% more capital invested
Capital invested by funds: $664M → $723M (+$59.3M)
2.61% more ownership
Funds ownership: 70.08% → 72.69% (+2.6%)
2% more funds holding
Funds holding: 169 → 173 (+4)
5% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 57
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
28% less call options, than puts
Call options by funds: $2.33M | Put options by funds: $3.24M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.5M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.37M |
| 3 |
JP Morgan Chase
New York
|
+$3.58M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$3.16M |
| 5 |
MCM
Matarin Capital Management
New York
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$6.77M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$5.17M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$4.42M |
| 4 |
CRM
Capital Returns Management
Rye,
New York
|
-$3.7M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.26M |
UVE Hedge Fund Activity: Q4 2016 in Review
173 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2016, worth a combined $723M — up 8.9% from $664M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new UVE positions and 17 closed out — a net gain of 8 holders — while 60 added to existing stakes and 57 trimmed.
The largest buyer was Vanguard Group, adding an estimated $10.5M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $6.77M sold.
- 173 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2016, up from 169 in Q3 2016.
- Funds reported $723M of Universal Insurance Holdings stock for Q4 2016, up 8.9% quarter-over-quarter.
- 25 funds opened new Universal Insurance Holdings positions in Q4 2016 and 17 closed out, a net change of +8 holders.
- The largest Universal Insurance Holdings buyer in Q4 2016 was Vanguard Group, an estimated $10.5M added.
- The largest Universal Insurance Holdings seller in Q4 2016 was Systematic Financial Management, an estimated $6.77M sold.
Based on aggregated 13F filings for Q4 2016.