Universal Insurance Holdings
173 hedge funds and large institutions have $444M invested in Universal Insurance Holdings in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 16 closing their positions.
63% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 16
21% more capital invested
Capital invested by funds: $367M → $444M (+$77.4M)
19% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 52
5% more funds holding
Funds holding: 164 → 173 (+9)
2.37% more ownership
Funds ownership: 68.03% → 70.4% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
16% less call options, than puts
Call options by funds: $567K | Put options by funds: $676K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.92M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$1.65M |
| 3 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$1.6M |
| 4 |
BlackRock
New York
|
+$1.31M |
| 5 |
Renaissance Technologies
New York
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.76M |
| 2 |
Millennium Management
New York
|
-$2.92M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$1.65M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$1.42M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$1.42M |
UVE Hedge Fund Activity: Q3 2024 in Review
173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2024, worth a combined $444M — up 21% from $367M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new UVE positions and 16 closed out — a net gain of 10 holders — while 62 added to existing stakes and 52 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $1.92M. The largest seller was Bank of Montreal, cutting an estimated $5.76M.
- 173 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2024, up from 164 in Q2 2024.
- Funds reported $444M of Universal Insurance Holdings stock for Q3 2024, up 21% quarter-over-quarter.
- 26 funds opened new Universal Insurance Holdings positions in Q3 2024 and 16 closed out, a net change of +10 holders.
- The largest Universal Insurance Holdings buyer in Q3 2024 was First Trust Advisors, an estimated $1.92M added.
- The largest Universal Insurance Holdings seller in Q3 2024 was Bank of Montreal, an estimated $5.76M sold.
Based on aggregated 13F filings for Q3 2024.