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Universal Insurance Holdings

148 hedge funds and large institutions have $375M invested in Universal Insurance Holdings in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 28 increasing their positions, 62 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

127% more call options, than puts

Call options by funds: $3.78M | Put options by funds: $1.67M

89% more capital invested

Capital invested by funds: $198M → $375M (+$177M)

20% more funds holding

Funds holding: 123148 (+25)

0.22% more ownership

Funds ownership: 67.69%67.9% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

55% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 62

Holders
148
Holders Change
+25
Holders Change %
+20.33%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
28
Reduced
62
Closed
8
Calls
$3.78M
Puts
$1.67M
Net Calls
+$2.12M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$226K +$183K +12,383 New
Wells Fargo
102
Wells Fargo
California
$219K -$35K -2,364 -16%
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$218K +$177K +11,948 New
AB
104
Amalgamated Bank
New York
$210K +$4.11K +278 +2%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$208K
XT
106
XTX Topco
Cayman Islands
$207K +$168K +11,380 New
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$205K
MSRPS
108
Maryland State Retirement & Pension System
Maryland
$204K
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$204K
RWM
110
Rockwood Wealth Management
Pennsylvania
$201K
SSA
111
Schonfeld Strategic Advisors
New York
$193K +$157K +10,600 New
MIM
112
Marco Investment Management
Georgia
$182K -$73.9K -5,000 -33%
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$166K -$296 -20 -0.2%
Osaic Holdings
114
Osaic Holdings
Arizona
$140K +$28.5K +1,925 +34%
CMF
115
Counterpoint Mutual Funds
California
$103K +$84K +5,679 New
BAM
116
Belpointe Asset Management
Nevada
$102K +$82.7K +5,592 New
FCA
117
Fortis Capital Advisors
Kansas
$102K +$82.7K +5,592 New
Acadian Asset Management
118
Acadian Asset Management
Massachusetts
$78K -$226K -15,272 -78%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$67.5K -$26.3K -1,778 -32%
KBC Group
120
KBC Group
Belgium
$37K
AIP
121
Ameritas Investment Partners
Nebraska
$36.8K -$7.54K -510 -20%
SOW
122
State of Wyoming
Wyoming
$28.8K +$23.4K +1,583 New
FMP
123
Financial Management Professionals
Texas
$27K +$21.6K +1,458 New
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$25.1K
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$25K -$55.2K -3,732 -73%

UVE Hedge Fund Activity: Q1 2023 in Review

148 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2023, worth a combined $375M — up 89% from $198M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UVE positions and 8 closed out — a net gain of 26 holders — while 28 added to existing stakes and 62 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $2.88M. The largest seller was LSV Asset Management, cutting an estimated $3.04M.

  • 148 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2023, up from 123 in Q4 2022.
  • Funds reported $375M of Universal Insurance Holdings stock for Q1 2023, up 89% quarter-over-quarter.
  • 34 funds opened new Universal Insurance Holdings positions in Q1 2023 and 8 closed out, a net change of +26 holders.
  • The largest Universal Insurance Holdings buyer in Q1 2023 was Marshall Wace, an estimated $2.88M added.
  • The largest Universal Insurance Holdings seller in Q1 2023 was LSV Asset Management, an estimated $3.04M sold.

Based on aggregated 13F filings for Q1 2023.