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Universal Insurance Holdings
UVE

225 hedge funds and large institutions have $888M invested in Universal Insurance Holdings in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more call options, than puts

Call options by funds: $4.7M | Put options by funds: $734K

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 68

11% more capital invested

Capital invested by funds: $801M → $888M (+$86.9M)

10% more funds holding

Funds holding: 205 → 225 (+20)

1.61% more ownership

Funds ownership: 71.99% → 73.6% (+1.6%)

Holders
225
Holders Change
+20
Holders Change %
+9.76%
% of All Funds
5.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
83
Reduced
68
Closed
10
Calls
$4.7M
Puts
$734K
Net Calls
+$3.96M
Net Calls Change
+$1.75M

Top Buyers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
+$17.4M
2
BlackRock
BlackRock
New York
+$10.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$9.43M
4
JP Morgan Chase
JP Morgan Chase
New York
+$9.13M
5
WI
WBI Investments
New Jersey
+$4.27M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$16.3M
2
Millennium Management
Millennium Management
New York
-$13.4M
3
CS
Credit Suisse
Switzerland
-$8.3M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$7.46M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
76
Shell Asset Management
Netherlands
$1.54M -$79.7K -2,343 -5%
Canada Life
77
Canada Life
Manitoba, Canada
$1.51M – – –
American Century Companies
78
American Century Companies
Missouri
$1.49M +$1.45M +42,465 New
Macquarie Group
79
Macquarie Group
Australia
$1.48M +$30.6K +900 +2%
SFM
80
Systematic Financial Management
New Jersey
$1.45M -$108K -3,170 -7%
ACM
81
Ativo Capital Management
Illinois
$1.36M -$204K -6,005 -13%
Comerica Bank
82
Comerica Bank
Texas
$1.27M +$11.3K +333 +1%
UBS Group
83
UBS Group
Switzerland
$1.26M +$111K +3,251 +10%
Barclays
84
Barclays
United Kingdom
$1.25M +$279K +8,211 +30%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.2M +$502K +14,762 +76%
AG
86
Algert Global
California
$1.2M +$23.8K +700 +2%
Bank of America
87
Bank of America
North Carolina
$1.2M -$99.1K -2,911 -8%
QOP
88
Quinn Opportunity Partners
Virginia
$1.17M – – –
USAA
89
United Services Automobile Association
Texas
$1.17M +$50K +1,469 +5%
Axa
90
Axa
France
$1.09M – – –
HCMT
91
Highland Capital Management (Tennessee)
Tennessee
$1.05M – – –
CS
92
Credit Suisse
Switzerland
$1.01M -$8.3M -243,852 -89%
SO
93
STRS Ohio
Ohio
$982K +$371K +10,900 +64%
SCM
94
Sterling Capital Management
North Carolina
$936K -$885 -26 -0.1%
ERSOT
95
Employees Retirement System of Texas
Texas
$913K – – –
Lazard Asset Management
96
Lazard Asset Management
New York
$895K +$868K +25,514 New
PP
97
PDT Partners
New York
$893K +$866K +25,444 New
Bessemer Group
98
Bessemer Group
New Jersey
$881K +$162K +4,759 +23%
AIG
99
American International Group
New York
$860K +$156K +4,589 +23%
TD Asset Management
100
TD Asset Management
Ontario, Canada
$835K +$810K +23,800 New
2 3
4
5 6

UVE Hedge Fund Activity: Q2 2018 in Review

225 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2018, worth a combined $888M — up 11% from $801M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UVE positions and 10 closed out — a net gain of 20 holders — while 83 added to existing stakes and 68 trimmed.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $17.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $16.3M.

  • 225 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2018, up from 205 in Q1 2018.
  • Funds reported $888M of Universal Insurance Holdings stock for Q2 2018, up 11% quarter-over-quarter.
  • 30 funds opened new Universal Insurance Holdings positions in Q2 2018 and 10 closed out, a net change of +20 holders.
  • The largest Universal Insurance Holdings buyer in Q2 2018 was Epoch Investment Partners, an estimated $17.4M added.
  • The largest Universal Insurance Holdings seller in Q2 2018 was Schroder Investment Management Group, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2018.