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Universal Insurance Holdings

144 hedge funds and large institutions have $283M invested in Universal Insurance Holdings in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.63% less ownership

Funds ownership: 67.76%67.13% (-0.63%)

7% less funds holding

Funds holding: 155144 (-11)

11% less capital invested

Capital invested by funds: $318M → $283M (-$34.8M)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

59% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $4.37M

Holders
144
Holders Change
-11
Holders Change %
-7.1%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
53
Reduced
38
Closed
36
Calls
$1.8M
Puts
$4.37M
Net Calls
-$2.56M
Net Calls Change
-$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$28.3K
Citigroup
127
Citigroup
New York
$19.5K -$277K -19,720 -93%
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$19.3K
QL
129
Quarry LP
New York
$16.2K -$2.65K -189 -14%
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$14K -$150K -10,700 -92%
Fidelity Investments
131
Fidelity Investments
Massachusetts
$11.5K -$1.07K -76 -9%
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.85K
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$6K +$2.88K +205 +108%
WTG
134
West Tower Group
Virginia
$5.89K +$5.9K +420 New
IA
135
IFP Advisors
Florida
$2.8K
QCG
136
Quadrant Capital Group
Ohio
$2.48K +$1.81K +129 +269%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$2.23K -$15.9K -1,135 -88%
HI
138
Harbour Investments
Wisconsin
$1.89K
US Bancorp
139
US Bancorp
Minnesota
$1.4K
GWM
140
Geneos Wealth Management
Colorado
$1.37K
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$1.12K
QC
142
Quent Capital
New York
$1.12K
VCM
143
Versant Capital Management
Arizona
$841
FMII
144
Farmers & Merchants Investments Inc
Nebraska
$252
HNB
145
Huntington National Bank
Ohio
$14
HIM
146
Hillsdale Investment Management
Ontario, Canada
-$3.89M -251,900 Closed
Principal Financial Group
147
Principal Financial Group
Iowa
-$2.46M -159,502 Closed
ETC
148
Exchange Traded Concepts
Oklahoma
-$1.74M -112,690 Closed
Public Sector Pension Investment Board (PSP Investments)
149
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$750K -48,628 Closed
KWM
150
Kingsview Wealth Management
Oregon
-$743K -48,158 Closed

UVE Hedge Fund Activity: Q3 2023 in Review

144 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2023, worth a combined $283M — down 11% from $318M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of UVE and 26 opened new positions — a net loss of 10 holders — while 38 trimmed existing stakes and 53 added.

The largest buyer was Millennium Management, adding an estimated $8.97M. The largest seller was BlackRock, cutting an estimated $33.5M.

  • 144 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2023, down from 155 in Q2 2023.
  • Funds reported $283M of Universal Insurance Holdings stock for Q3 2023, down 11% quarter-over-quarter.
  • 26 funds opened new Universal Insurance Holdings positions in Q3 2023 and 36 closed out, a net change of -10 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2023 was Millennium Management, an estimated $8.97M added.
  • The largest Universal Insurance Holdings seller in Q3 2023 was BlackRock, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2023.