Universal Insurance Holdings
131 hedge funds and large institutions have $272M invested in Universal Insurance Holdings in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
1% more funds holding
Funds holding: 130 → 131 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.07% less ownership
Funds ownership: 66.68% → 66.61% (-0.07%)
6% less capital invested
Capital invested by funds: $289M → $272M (-$17.1M)
25% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 55
78% less call options, than puts
Call options by funds: $486K | Put options by funds: $2.21M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSC
Donald Smith & Co
New York
|
+$4.44M |
| 2 |
JP Morgan Chase
New York
|
+$1.75M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$1.1M |
| 4 |
Morgan Stanley
New York
|
+$728K |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$673K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.7M |
| 2 |
D.E. Shaw & Co
New York
|
-$1.49M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.42M |
| 4 |
SCM
Stadium Capital Management
New Canaan,
Connecticut
|
-$1.29M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$1.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
126
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
127
Nisa Investment Advisors
St. Louis,
Missouri
| $47 | – | – | – |
|
|
128
Victory Capital Management
San Antonio,
Texas
| – | -$1.13M | -81,528 | Closed |
|
|
RA
129
Royce & Associates
New York
| – | -$233K | -16,779 | Closed |
|
|
GLA
130
Great Lakes Advisors
Chicago,
Illinois
| – | -$226K | -16,264 | Closed |
|
|
PI
131
PEAK6 Investments
Chicago,
Illinois
| – | -$157K | -11,306 | Closed |
|
|
ICM
132
Islay Capital Management
Lubbock,
Texas
| – | -$95K | -6,836 | Closed |
|
|
ME
133
McIlrath & Eck
Arlington,
Washington
| – | -$28K | -2,000 | Closed |
|
|
EVM
134
Eaton Vance Management
Boston,
Massachusetts
| – | -$7.21K | -528 | -81% |
|
|
ASN
135
Advisory Services Network
Atlanta,
Georgia
| – | -$7K | -500 | Closed |
|
|
TCM
136
Tradewinds Capital Management
Bellingham,
Washington
| – | -$1K | -56 | Closed |
|
|
GWS
137
Glassman Wealth Services
Vienna,
Virginia
| – | -$136 | -10 | -42% |
|
UVE Hedge Fund Activity: Q3 2021 in Review
131 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2021, worth a combined $272M — down 5.9% from $289M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new UVE positions and 9 closed out — a net gain of 1 holder — while 41 added to existing stakes and 55 trimmed.
The largest buyer was Donald Smith & Co, adding an estimated $4.44M. The largest seller was BlackRock, cutting an estimated $1.7M.
- 131 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2021, up from 130 in Q2 2021.
- Funds reported $272M of Universal Insurance Holdings stock for Q3 2021, down 5.9% quarter-over-quarter.
- 10 funds opened new Universal Insurance Holdings positions in Q3 2021 and 9 closed out, a net change of +1 holder.
- The largest Universal Insurance Holdings buyer in Q3 2021 was Donald Smith & Co, an estimated $4.44M added.
- The largest Universal Insurance Holdings seller in Q3 2021 was BlackRock, an estimated $1.7M sold.
Based on aggregated 13F filings for Q3 2021.