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Universal Insurance Holdings

155 hedge funds and large institutions have $469M invested in Universal Insurance Holdings in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $457M → $469M (+$12.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.88% less ownership

Funds ownership: 75.39%71.5% (-3.9%)

4% less funds holding

Funds holding: 162155 (-7)

13% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 60

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

36% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $2.17M

Holders
155
Holders Change
-7
Holders Change %
-4.32%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
52
Reduced
60
Closed
24
Calls
$1.4M
Puts
$2.17M
Net Calls
-$776K
Net Calls Change
+$919K
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
126
Mason Street Advisors
Wisconsin
$117K +$11.1K +616 +11%
BlackRock
127
BlackRock
New York
$116K +$22.4K +1,240 +25%
Legal & General Group
128
Legal & General Group
United Kingdom
$96K
RCM
129
Riverhead Capital Management
Delaware
$86K -$88.3K -4,887 -80%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$84K +$9.89K +547 +14%
PI
131
PineBridge Investments
New York
$75K +$5.01K +277 +7%
ASN
132
Advisory Services Network
Georgia
$74K +$71.9K +3,977 New
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$74K +$72.1K +3,988 New
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$54K +$2.69K +149 +5%
TRCT
135
Tower Research Capital (TRC)
New York
$51K +$47.7K +2,637 +2,637%
SOADOR
136
State of Alaska Department of Revenue
Alaska
$47K
BBHC
137
Brown Brothers Harriman & Co
New York
$37K -$54.2K -3,000 -60%
Bank of America
138
Bank of America
North Carolina
$34K -$65.5K -3,626 -67%
MFS
139
MSI Financial Services
Massachusetts
$32K -$14.8K -817 -32%
BJ
140
BlackRock Japan
Japan
$23K -$18K -995 -45%
AIM
141
Advantage Investment Management
Iowa
$21K
LIA
142
LS Investment Advisors
Michigan
$20K +$1.19K +66 +7%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$19K +$145 +8 +0.8%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$15K
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$14K
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$11K
SWA
147
Sutton Wealth Advisors
Florida
$9.22K
Loomis, Sayles & Company
148
Loomis, Sayles & Company
Massachusetts
$7K -$11K -609 -61%
HCM
149
Herndon Capital Management
Georgia
$7K +$6.54K +362 New
PCM
150
Prelude Capital Management
New York
$6K -$239K -13,200 -98%

UVE Hedge Fund Activity: Q2 2016 in Review

155 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2016, worth a combined $469M — up 2.6% from $457M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UVE and 18 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 52 added.

The largest buyer was LSV Asset Management, adding an estimated $7.43M. The largest seller was Visium Asset Management, cutting an estimated $7.91M.

  • 155 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2016, down from 162 in Q1 2016.
  • Funds reported $469M of Universal Insurance Holdings stock for Q2 2016, up 2.6% quarter-over-quarter.
  • 18 funds opened new Universal Insurance Holdings positions in Q2 2016 and 24 closed out, a net change of -6 holders.
  • The largest Universal Insurance Holdings buyer in Q2 2016 was LSV Asset Management, an estimated $7.43M added.
  • The largest Universal Insurance Holdings seller in Q2 2016 was Visium Asset Management, an estimated $7.91M sold.

Based on aggregated 13F filings for Q2 2016.