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Universal Insurance Holdings

148 hedge funds and large institutions have $375M invested in Universal Insurance Holdings in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 28 increasing their positions, 62 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 8

127% more call options, than puts

Call options by funds: $3.78M | Put options by funds: $1.67M

89% more capital invested

Capital invested by funds: $198M → $375M (+$177M)

20% more funds holding

Funds holding: 123148 (+25)

0.22% more ownership

Funds ownership: 67.69%67.9% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

55% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 62

Holders
148
Holders Change
+25
Holders Change %
+20.33%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
28
Reduced
62
Closed
8
Calls
$3.78M
Puts
$1.67M
Net Calls
+$2.12M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$21.4K +$266 +18 +2%
TRCT
127
Tower Research Capital (TRC)
New York
$20K -$29.7K -2,006 -65%
Simplex Trading
128
Simplex Trading
Illinois
$16K +$13.6K +922 New
Fidelity Investments
129
Fidelity Investments
Massachusetts
$14.4K +$798 +54 +7%
TWA
130
TCI Wealth Advisors
Arizona
$12.8K
Point72 Asset Management
131
Point72 Asset Management
Connecticut
$11.7K +$9.49K +642 New
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K
LSA
133
Leonteq Securities AG
Switzerland
$8.93K +$7.25K +490 New
IA
134
IFP Advisors
Florida
$7.12K
Bessemer Group
135
Bessemer Group
New Jersey
$6K -$15 -1 -0.3%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.22K +150 +469%
HI
137
Harbour Investments
Wisconsin
$2.46K
US Bancorp
138
US Bancorp
Minnesota
$1.82K +$1.48K +100 New
GWM
139
Geneos Wealth Management
Colorado
$1.79K
QC
140
Quent Capital
New York
$1.46K
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
$1.2K -$12.1K -817 -1%
VCM
142
Versant Capital Management
Arizona
$1.1K
RI
143
Ridgewood Investments
New Jersey
$1.05K +$858 +58 New
QCG
144
Quadrant Capital Group
Ohio
$875
PA
145
Parallel Advisors
California
$401
FMII
146
Farmers & Merchants Investments Inc
Nebraska
$328
HNB
147
Huntington National Bank
Ohio
$18
DTL
148
Dynamic Technology Lab
Singapore
-$195K -18,427 Closed
UBS AM
149
UBS AM
Illinois
-$189K -17,805 Closed
Allspring Global Investments
150
Allspring Global Investments
North Carolina
-$40.9K -3,858 Closed

UVE Hedge Fund Activity: Q1 2023 in Review

148 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2023, worth a combined $375M — up 89% from $198M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new UVE positions and 8 closed out — a net gain of 26 holders — while 28 added to existing stakes and 62 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $2.88M. The largest seller was LSV Asset Management, cutting an estimated $3.04M.

  • 148 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2023, up from 123 in Q4 2022.
  • Funds reported $375M of Universal Insurance Holdings stock for Q1 2023, up 89% quarter-over-quarter.
  • 34 funds opened new Universal Insurance Holdings positions in Q1 2023 and 8 closed out, a net change of +26 holders.
  • The largest Universal Insurance Holdings buyer in Q1 2023 was Marshall Wace, an estimated $2.88M added.
  • The largest Universal Insurance Holdings seller in Q1 2023 was LSV Asset Management, an estimated $3.04M sold.

Based on aggregated 13F filings for Q1 2023.