Universal Insurance Holdings
121 hedge funds and large institutions have $252M invested in Universal Insurance Holdings in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 15 closing their positions.
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
43% more call options, than puts
Call options by funds: $2.76M | Put options by funds: $1.93M
8% more funds holding
Funds holding: 112 → 121 (+9)
5% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 43
3% more capital invested
Capital invested by funds: $244M → $252M (+$8.32M)
0.62% more ownership
Funds ownership: 54.29% → 54.91% (+0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$5.93M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$4.91M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$2.39M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$2.33M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Teachers Advisors
New York
|
-$7.41M |
| 2 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$4.26M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.72M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.4M |
| 5 |
Renaissance Technologies
New York
|
-$2.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$745K | -58,737 | Closed |
|
|
MAM
127
Martingale Asset Management
Boston,
Massachusetts
| – | -$625K | -49,211 | Closed |
|
|
GMIM
128
General Motors Investment Management
New York
| – | -$354K | -27,884 | Closed |
|
|
DC
129
Deere & Company
Moline,
Illinois
| – | -$254K | -20,039 | Closed |
|
130
HSBC Holdings
London,
United Kingdom
| – | -$181K | -14,276 | Closed |
|
131
Nomura Holdings
Tokyo,
Japan
| – | -$159K | -12,442 | Closed |
|
|
PG
132
PEAK6 Group
Chicago,
Illinois
| – | -$154K | -11,723 | Closed |
|
|
RCM
133
Rotella Capital Management
Bellevue,
Washington
| – | -$132K | -10,392 | Closed |
|
|
DADC
134
D.A. Davidson & Co
Great Falls,
Montana
| – | -$51K | -4,050 | Closed |
|
|
WA
135
WFG Advisors
Dallas,
Texas
| – | -$25K | -1,973 | Closed |
|
|
TAM
136
Tocqueville Asset Management
New York
| – | -$2K | -196 | Closed |
|
UVE Hedge Fund Activity: Q2 2014 in Review
121 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2014, worth a combined $252M — up 3.4% from $244M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new UVE positions and 15 closed out — a net gain of 9 holders — while 45 added to existing stakes and 43 trimmed.
The largest buyer was Numeric Investors, adding an estimated $5.93M. The largest seller was Teachers Advisors, cutting an estimated $7.41M.
- 121 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2014, up from 112 in Q1 2014.
- Funds reported $252M of Universal Insurance Holdings stock for Q2 2014, up 3.4% quarter-over-quarter.
- 24 funds opened new Universal Insurance Holdings positions in Q2 2014 and 15 closed out, a net change of +9 holders.
- The largest Universal Insurance Holdings buyer in Q2 2014 was Numeric Investors, an estimated $5.93M added.
- The largest Universal Insurance Holdings seller in Q2 2014 was Teachers Advisors, an estimated $7.41M sold.
Based on aggregated 13F filings for Q2 2014.