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Universal Insurance Holdings

96 hedge funds and large institutions have $194M invested in Universal Insurance Holdings in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $6.05M | Put options by funds: $2.45M

112% more capital invested

Capital invested by funds: $91.3M → $194M (+$102M)

1.25% more ownership

Funds ownership: 37%38.26% (+1.3%)

0% more funds holding

Funds holding: 9696 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
31
Reduced
38
Closed
14
Calls
$6.05M
Puts
$2.45M
Net Calls
+$3.6M
Net Calls Change
+$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
76
Group One Trading
Illinois
$83K +$24.3K +2,524 +79%
BBHC
77
Brown Brothers Harriman & Co
New York
$72K
DADC
78
D.A. Davidson & Co
Montana
$58K +$38.9K +4,050 New
TRCT
79
Tower Research Capital (TRC)
New York
$49K -$53.8K -5,595 -62%
TWM
80
Torch Wealth Management
Ohio
$43K +$28.8K +3,000 New
OA
81
OFI Advisors
Pennsylvania
$31K +$692 +72 +4%
WA
82
WFG Advisors
Texas
$29K
PCM
83
Prelude Capital Management
New York
$14K
US Bancorp
84
US Bancorp
Minnesota
$14K
Ameriprise
85
Ameriprise
Minnesota
$12K -$10.1K -1,051 -56%
Creative Planning
86
Creative Planning
Kansas
$12K +$7.92K +824 New
HMS
87
Hanseatic Management Services
New Mexico
$12K +$8.24K +858 New
BlackRock
88
BlackRock
New York
$11K -$1.16K -121 -14%
BJ
89
BlackRock Japan
Japan
$10K -$1.93K -201 -23%
Barclays
90
Barclays
United Kingdom
$8K +$2.76K +287 +99%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$4.87K +$3.23K +336 New
TWA
92
TCI Wealth Advisors
Arizona
$4K
GC
93
Globeflex Capital
California
$2K +$1.89K +197 New
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$332 -$5.2K -541 -2%
DIA
95
Denver Investment Advisors
Colorado
$231
MIM
96
Marco Investment Management
Georgia
$217 +$144K +15,000 New
EI
97
EAM Investors
California
-$1.32M -187,960 Closed
AI
98
Analytic Investors
California
-$625K -88,633 Closed
PG
99
PEAK6 Group
Illinois
-$714K -74,336 Closed
HIM
100
Hillsdale Investment Management
Ontario, Canada
-$347K -49,150 Closed

UVE Hedge Fund Activity: Q4 2013 in Review

96 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2013, worth a combined $194M — up 112% from $91.3M a quarter earlier.

Fund positioning in UVE was balanced in Q4 2013: 14 funds opened new positions, 14 closed out, 31 added to existing stakes and 38 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $3.33M. The largest seller was Morgan Stanley, cutting an estimated $2.43M.

  • 96 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $194M of Universal Insurance Holdings stock for Q4 2013, up 112% quarter-over-quarter.
  • 14 funds opened new Universal Insurance Holdings positions in Q4 2013 and 14 closed out, a net change of 0 holders.
  • The largest Universal Insurance Holdings buyer in Q4 2013 was Schroder Investment Management Group, an estimated $3.33M added.
  • The largest Universal Insurance Holdings seller in Q4 2013 was Morgan Stanley, an estimated $2.43M sold.

Based on aggregated 13F filings for Q4 2013.