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Universal Insurance Holdings

148 hedge funds and large institutions have $375M invested in Universal Insurance Holdings in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 28 increasing their positions, 62 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

127% more call options, than puts

Call options by funds: $3.78M | Put options by funds: $1.67M

89% more capital invested

Capital invested by funds: $198M → $375M (+$177M)

20% more funds holding

Funds holding: 123148 (+25)

0.22% more ownership

Funds ownership: 67.69%67.9% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

55% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 62

Holders
148
Holders Change
+25
Holders Change %
+20.33%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
28
Reduced
62
Closed
8
Calls
$3.78M
Puts
$1.67M
Net Calls
+$2.12M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
51
Jump Financial
Illinois
$817K +$663K +44,823 New
Squarepoint
52
Squarepoint
New York
$789K +$640K +43,279 New
Bank of America
53
Bank of America
North Carolina
$786K -$198K -13,408 -24%
GCP
54
GSA Capital Partners
United Kingdom
$772K +$627K +42,393 New
Macquarie Group
55
Macquarie Group
Australia
$752K
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$749K +$519K +35,080 +583%
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$712K +$130K +8,810 +29%
UBS Group
58
UBS Group
Switzerland
$693K -$404K -27,292 -42%
HIM
59
Hillsdale Investment Management
Ontario, Canada
$669K +$543K +36,700 New
GCM
60
Graham Capital Management
Connecticut
$655K -$908K -61,440 -63%
UA
61
Unison Advisors
District of Columbia
$640K +$16.8K +1,139 +3%
Ensign Peak Advisors
62
Ensign Peak Advisors
Utah
$639K +$62.8K +4,250 +14%
Connor, Clark & Lunn Investment Management (CC&L)
63
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$626K +$508K +34,369 New
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$614K -$8.55K -578 -2%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$594K -$917 -62 -0.2%
HighTower Advisors
66
HighTower Advisors
Illinois
$532K +$17.1K +1,158 +4%
COPPSERS
67
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$530K -$4.63K -313 -1%
Canada Life
68
Canada Life
Manitoba, Canada
$522K -$10.5K -709 -2%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$496K -$14.1K -954 -3%
Prudential Financial
70
Prudential Financial
New Jersey
$492K -$21.1K -1,430 -5%
II
71
Inspire Investing
Idaho
$490K +$397K +26,873 New
Grantham, Mayo, Van Otterloo & Co (GMO)
72
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$486K -$142K -9,600 -26%
Barclays
73
Barclays
United Kingdom
$469K +$7.01K +474 +2%
CS
74
Credit Suisse
Switzerland
$468K +$93.1K +6,299 +32%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$461K +$374K +25,275 New

UVE Hedge Fund Activity: Q1 2023 in Review

148 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2023, worth a combined $375M — up 89% from $198M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UVE positions and 8 closed out — a net gain of 26 holders — while 28 added to existing stakes and 62 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $2.88M. The largest seller was LSV Asset Management, cutting an estimated $3.04M.

  • 148 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2023, up from 123 in Q4 2022.
  • Funds reported $375M of Universal Insurance Holdings stock for Q1 2023, up 89% quarter-over-quarter.
  • 34 funds opened new Universal Insurance Holdings positions in Q1 2023 and 8 closed out, a net change of +26 holders.
  • The largest Universal Insurance Holdings buyer in Q1 2023 was Marshall Wace, an estimated $2.88M added.
  • The largest Universal Insurance Holdings seller in Q1 2023 was LSV Asset Management, an estimated $3.04M sold.

Based on aggregated 13F filings for Q1 2023.