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Universal Insurance Holdings

144 hedge funds and large institutions have $283M invested in Universal Insurance Holdings in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.63% less ownership

Funds ownership: 67.76%67.13% (-0.63%)

7% less funds holding

Funds holding: 155144 (-11)

11% less capital invested

Capital invested by funds: $318M → $283M (-$34.8M)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

59% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $4.37M

Holders
144
Holders Change
-11
Holders Change %
-7.1%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
53
Reduced
38
Closed
36
Calls
$1.8M
Puts
$4.37M
Net Calls
-$2.56M
Net Calls Change
-$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$974K +$976K +69,443 New
OQS
52
Occudo Quantitative Strategies
Florida
$907K +$909K +64,702 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$871K +$184K +13,088 +27%
CCIA
54
Campbell & Co Investment Adviser
Maryland
$862K +$647K +46,030 +298%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$847K -$71.4K -5,081 -8%
JP Morgan Chase
56
JP Morgan Chase
New York
$846K +$274K +19,491 +48%
Swiss National Bank
57
Swiss National Bank
Switzerland
$831K
EGM
58
Engineers Gate Manager
New York
$821K +$240K +17,065 +41%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$818K +$543K +38,660 +197%
UBS Group
60
UBS Group
Switzerland
$785K +$180K +12,783 +30%
ICM
61
Islay Capital Management
Texas
$769K +$150K +10,651 +24%
CC
62
Centiva Capital
New York
$665K +$666K +47,410 New
VOYA Investment Management
63
VOYA Investment Management
Georgia
$646K -$59.3K -4,224 -8%
Ameriprise
64
Ameriprise
Minnesota
$571K -$1.36M -96,841 -70%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$554K -$941K -66,987 -63%
Man Group
66
Man Group
United Kingdom
$551K -$411K -29,285 Closed
QT
67
Quantbot Technologies
New York
$543K +$432K +30,773 +387%
AG
68
Algert Global
California
$510K
UA
69
Unison Advisors
District of Columbia
$502K +$5.14K +366 +1%
Ensign Peak Advisors
70
Ensign Peak Advisors
Utah
$491K
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$481K -$1.66K -118 -0.3%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$465K +$82.5K +5,874 +22%
HCMT
73
Highland Capital Management (Tennessee)
Tennessee
$454K
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$442K -$197K -14,051 -31%
PI
75
Putnam Investments
Massachusetts
$437K +$125K +8,884 +40%

UVE Hedge Fund Activity: Q3 2023 in Review

144 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2023, worth a combined $283M — down 11% from $318M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of UVE and 26 opened new positions — a net loss of 10 holders — while 38 trimmed existing stakes and 53 added.

The largest buyer was Millennium Management, adding an estimated $8.97M. The largest seller was BlackRock, cutting an estimated $33.5M.

  • 144 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2023, down from 155 in Q2 2023.
  • Funds reported $283M of Universal Insurance Holdings stock for Q3 2023, down 11% quarter-over-quarter.
  • 26 funds opened new Universal Insurance Holdings positions in Q3 2023 and 36 closed out, a net change of -10 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2023 was Millennium Management, an estimated $8.97M added.
  • The largest Universal Insurance Holdings seller in Q3 2023 was BlackRock, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2023.