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Universal Insurance Holdings

130 hedge funds and large institutions have $289M invested in Universal Insurance Holdings in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

5% less capital invested

Capital invested by funds: $303M → $289M (-$14.3M)

1.07% less ownership

Funds ownership: 67.75%66.68% (-1.1%)

2% less funds holding

Funds holding: 132130 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

78% less call options, than puts

Call options by funds: $650K | Put options by funds: $2.97M

Holders
130
Holders Change
-2
Holders Change %
-1.52%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
48
Reduced
48
Closed
15
Calls
$650K
Puts
$2.97M
Net Calls
-$2.32M
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$46.7K -$70.7K -5,037 -60%
AIP
102
Ameritas Investment Partners
Nebraska
$35K
ME
103
McIlrath & Eck
Washington
$28K
RFA
104
Reilly Financial Advisors
California
$25K
Simplex Trading
105
Simplex Trading
Illinois
$13K -$1.14K -81 -8%
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$11K
COCM
107
Charter Oak Capital Management
New Hampshire
$10K +$10.1K +722 New
EVM
108
Eaton Vance Management
Massachusetts
$9K +$7.76K +553 +553%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$8K +$2.84K +202 +51%
TWA
110
TCI Wealth Advisors
Arizona
$8K +$7.08K +504 +720%
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.77K
ASN
112
Advisory Services Network
Georgia
$7K +$7.02K +500 New
MAM
113
Meeder Asset Management
Ohio
$6K +$379 +27 +7%
VCM
114
Versant Capital Management
Arizona
$5K +$1.22K +87 +34%
US Bancorp
115
US Bancorp
Minnesota
$3K -$1.14K -81 -30%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$3K
BCA
117
Berman Capital Advisors
Georgia
$2K
ST
118
Sageworth Trust
Pennsylvania
$2K +$1.69K +120 New
PFBT
119
Parkside Financial Bank & Trust
Missouri
$2K +$1.98K +141 New
TFO
120
Tarbox Family Office
California
$2K +$2.37K +169 New
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$1K -$4.69K -334 -82%
GWM
122
Geneos Wealth Management
Colorado
$1K
IA
123
IFP Advisors
Florida
$1K
TCM
124
Tradewinds Capital Management
Washington
$1K +$14 +1 +2%
AIG
125
American International Group
New York
$246 -$6.96K -496 -3%

UVE Hedge Fund Activity: Q2 2021 in Review

130 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2021, worth a combined $289M — down 4.7% from $303M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UVE and 13 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 48 added.

The largest buyer was Donald Smith & Co, opening a new position worth an estimated $5.15M. The largest seller was Peregrine Capital Management, exiting entirely with an estimated $3.04M sold.

  • 130 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2021, down from 132 in Q1 2021.
  • Funds reported $289M of Universal Insurance Holdings stock for Q2 2021, down 4.7% quarter-over-quarter.
  • 13 funds opened new Universal Insurance Holdings positions in Q2 2021 and 15 closed out, a net change of -2 holders.
  • The largest Universal Insurance Holdings buyer in Q2 2021 was Donald Smith & Co, an estimated $5.15M added.
  • The largest Universal Insurance Holdings seller in Q2 2021 was Peregrine Capital Management, an estimated $3.04M sold.

Based on aggregated 13F filings for Q2 2021.