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Universal Insurance Holdings
UVE

234 hedge funds and large institutions have $1.29B invested in Universal Insurance Holdings in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $4.35M

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

46% more capital invested

Capital invested by funds: $888M → $1.29B (+$406M)

4% more funds holding

Funds holding: 225 → 234 (+9)

2.84% more ownership

Funds ownership: 73.6% → 76.44% (+2.8%)

12% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 90

Holders
234
Holders Change
+9
Holders Change %
+4%
% of All Funds
5.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
79
Reduced
90
Closed
24
Calls
$11.8M
Puts
$4.35M
Net Calls
+$7.49M
Net Calls Change
+$3.53M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$16.2M
2
WG
Winton Group
United Kingdom
+$12.2M
3
EIP
Epoch Investment Partners
New York
+$11.2M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$10.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$7.86M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$7.79M
2
TCIM
TIAA CREF Investment Management
New York
-$7.74M
3
MLIM
Mountain Lake Investment Management
Florida
-$7.02M
4
WI
WBI Investments
New Jersey
-$4.41M
5
LSV Asset Management
LSV Asset Management
Illinois
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASRS
76
Arizona State Retirement System
Arizona
$2.26M -$41.8K -972 -2%
HIH
77
HRS Investment Holdings
New York
$2.19M -$645K -15,000 -25%
PSUF
78
People's United Financial
Connecticut
$2.18M +$2.58K +60 +0.1%
SAM
79
Shell Asset Management
Netherlands
$2.13M – – –
American Century Companies
80
American Century Companies
Missouri
$2.09M +$29K +674 +2%
UBS Group
81
UBS Group
Switzerland
$2.09M +$308K +7,167 +20%
HIM
82
Hillsdale Investment Management
Ontario, Canada
$2.06M -$172K -4,000 -9%
Macquarie Group
83
Macquarie Group
Australia
$2M -$38.7K -900 -2%
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$1.94M +$788K +18,328 +84%
Canada Life
85
Canada Life
Manitoba, Canada
$1.91M -$155K -3,600 -8%
ACM
86
Ativo Capital Management
Illinois
$1.87M -$3.4K -79 -0.2%
ECM
87
ETrade Capital Management
Virginia
$1.77M -$541K -12,592 -26%
Wellington Management Group
88
Wellington Management Group
Massachusetts
$1.76M -$2M -46,608 -56%
Robeco Institutional Asset Management
89
Robeco Institutional Asset Management
Netherlands
$1.75M -$486K -11,301 -24%
AG
90
Algert Global
California
$1.66M – – –
Bank of America
91
Bank of America
North Carolina
$1.64M -$19.6K -457 -1%
SFM
92
Systematic Financial Management
New Jersey
$1.53M -$419K -9,750 -24%
Comerica Bank
93
Comerica Bank
Texas
$1.47M -$140K -3,267 -10%
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.37M -$258K -6,004 -18%
SCM
95
Sterling Capital Management
North Carolina
$1.29M – – –
TU
96
TDAM USA
Ontario, Canada
$1.27M +$1.13M +26,242 New
ERSOT
97
Employees Retirement System of Texas
Texas
$1.26M – – –
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$1.24M +$133K +3,091 +14%
Bessemer Group
99
Bessemer Group
New Jersey
$1.21M -$5.63K -131 -0.5%
AIG
100
American International Group
New York
$1.21M +$17.5K +407 +2%
2 3
4
5 6

UVE Hedge Fund Activity: Q3 2018 in Review

234 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2018, worth a combined $1.29B — up 46% from $888M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UVE positions and 24 closed out — a net gain of 11 holders — while 79 added to existing stakes and 90 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $16.2M. The largest seller was Schroder Investment Management Group, cutting an estimated $7.79M.

  • 234 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2018, up from 225 in Q2 2018.
  • Funds reported $1.29B of Universal Insurance Holdings stock for Q3 2018, up 46% quarter-over-quarter.
  • 35 funds opened new Universal Insurance Holdings positions in Q3 2018 and 24 closed out, a net change of +11 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2018 was T. Rowe Price Associates, an estimated $16.2M added.
  • The largest Universal Insurance Holdings seller in Q3 2018 was Schroder Investment Management Group, an estimated $7.79M sold.

Based on aggregated 13F filings for Q3 2018.