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Universal Insurance Holdings

136 hedge funds and large institutions have $207M invested in Universal Insurance Holdings in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

6% more funds holding

Funds holding: 128136 (+8)

1.01% more ownership

Funds ownership: 67.32%68.33% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less capital invested

Capital invested by funds: $271M → $207M (-$64.5M)

31% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 54

81% less call options, than puts

Call options by funds: $527K | Put options by funds: $2.79M

Holders
136
Holders Change
+8
Holders Change %
+6.25%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
37
Reduced
54
Closed
18
Calls
$527K
Puts
$2.79M
Net Calls
-$2.26M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
126
Quent Capital
New York
$1K
VCM
127
Versant Capital Management
Arizona
$1K +$718 +60 New
WFA
128
Wipfli Financial Advisors
Wisconsin
$1K +$886 +74 New
PHK
129
Point72 Hong Kong
Hong Kong
$1K +$1.34K +112 New
C
130
Covestor
United Kingdom
$1K +$1.6K +134 New
Boston Partners
131
Boston Partners
Massachusetts
-$882K -67,683 Closed
First Trust Advisors
132
First Trust Advisors
Illinois
-$543K -41,642 Closed
SG Americas Securities
133
SG Americas Securities
New York
-$188K -14,404 Closed
TD Asset Management
134
TD Asset Management
Ontario, Canada
-$176K -13,500 Closed
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
-$171K -13,161 Closed
HSBC Holdings
136
HSBC Holdings
United Kingdom
-$158K -12,215 Closed
MSRPS
137
Maryland State Retirement & Pension System
Maryland
-$146K -11,205 Closed
GIA
138
Gladstone Institutional Advisory
Florida
-$134K -10,284 Closed
Walleye Trading
139
Walleye Trading
New York
-$84K -6,464 Closed
Lazard Asset Management
140
Lazard Asset Management
New York
-$37K -2,870 Closed
WT
141
Whittier Trust
California
-$26K -2,000 Closed
Simplex Trading
142
Simplex Trading
Illinois
-$13K -1,083 Closed
COCM
143
Charter Oak Capital Management
New Hampshire
-$12K -897 Closed
EWA
144
EverSource Wealth Advisors
Alabama
-$2K -147 Closed
PFBT
145
Parkside Financial Bank & Trust
Missouri
-$1K -105 Closed
BCMLT
146
Beacon Capital Management LLC (Tennessee)
Tennessee
-$1K -100 Closed
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
-$1.06K -89 -89%
SWA
148
Sutton Wealth Advisors
Florida
-$551 -46 Closed
GWS
149
Glassman Wealth Services
Virginia
-$455 -38 -45%
FMII
150
Farmers & Merchants Investments Inc
Nebraska
+$215 +18 New

UVE Hedge Fund Activity: Q3 2022 in Review

136 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2022, worth a combined $207M — down 24% from $271M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UVE positions and 18 closed out — a net gain of 8 holders — while 37 added to existing stakes and 54 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $2.23M. The largest seller was BlackRock, cutting an estimated $1.93M.

  • 136 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2022, up from 128 in Q2 2022.
  • Funds reported $207M of Universal Insurance Holdings stock for Q3 2022, down 24% quarter-over-quarter.
  • 26 funds opened new Universal Insurance Holdings positions in Q3 2022 and 18 closed out, a net change of +8 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2022 was Millennium Management, an estimated $2.23M added.
  • The largest Universal Insurance Holdings seller in Q3 2022 was BlackRock, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2022.