Universal Insurance Holdings
125 hedge funds and large institutions have $454M invested in Universal Insurance Holdings in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 12 closing their positions.
80% more capital invested
Capital invested by funds: $252M → $454M (+$202M)
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
30% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 40
18% more call options, than puts
Call options by funds: $2.88M | Put options by funds: $2.44M
3% more funds holding
Funds holding: 121 → 125 (+4)
0.12% more ownership
Funds ownership: 54.91% → 55.04% (+0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$3.77M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.81M |
| 3 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
+$2.07M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$2.01M |
| 5 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.81M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$5.05M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$4.02M |
| 4 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$2.98M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$2.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
126
American Century Companies
Kansas City,
Missouri
| – | -$4.02M | -309,693 | Closed |
|
|
127
Marshall Wace
London,
United Kingdom
| – | -$2.11M | -162,620 | Closed |
|
|
AI
128
Analytic Investors
Los Angeles,
California
| – | -$1.03M | -79,392 | Closed |
|
|
ARC
129
Absolute Return Capital
Boston,
Massachusetts
| – | -$520K | -40,076 | Closed |
|
130
Jane Street
New York
| – | -$286K | -22,085 | Closed |
|
131
Stifel Financial
St. Louis,
Missouri
| – | -$273K | -21,072 | Closed |
|
|
VKH
132
Virtu KCG Holdings
New York
| – | -$237K | -18,250 | Closed |
|
|
TRCT
133
Tower Research Capital (TRC)
New York
| – | -$40.8K | -3,128 | -100% |
|
|
VFA
134
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$34K | -2,659 | Closed |
|
135
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$9K | -680 | Closed |
|
|
BJ
136
BlackRock Japan
Tokyo,
Japan
| – | -$9K | -675 | Closed |
|
|
GSC
137
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$4K | -320 | Closed |
|
UVE Hedge Fund Activity: Q3 2014 in Review
125 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2014, worth a combined $454M — up 80% from $252M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new UVE positions and 12 closed out — a net gain of 4 holders — while 52 added to existing stakes and 40 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $3.77M. The largest seller was Vanguard Group, cutting an estimated $5.81M.
- 125 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2014, up from 121 in Q2 2014.
- Funds reported $454M of Universal Insurance Holdings stock for Q3 2014, up 80% quarter-over-quarter.
- 16 funds opened new Universal Insurance Holdings positions in Q3 2014 and 12 closed out, a net change of +4 holders.
- The largest Universal Insurance Holdings buyer in Q3 2014 was LSV Asset Management, an estimated $3.77M added.
- The largest Universal Insurance Holdings seller in Q3 2014 was Vanguard Group, an estimated $5.81M sold.
Based on aggregated 13F filings for Q3 2014.