Universal Insurance Holdings
152 hedge funds and large institutions have $534M invested in Universal Insurance Holdings in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 13 closing their positions.
366% more call options, than puts
Call options by funds: $17.1M | Put options by funds: $3.67M
123% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 13
35% more capital invested
Capital invested by funds: $395M → $534M (+$139M)
10% more funds holding
Funds holding: 138 → 152 (+14)
2.91% more ownership
Funds ownership: 56.38% → 59.29% (+2.9%)
10% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 51
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$21.8M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$8.22M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$6.88M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.13M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$8.31M |
| 2 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$8.23M |
| 3 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$4.38M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$2.6M |
| 5 |
Two Sigma Investments
New York
|
-$2.53M |
UVE Hedge Fund Activity: Q1 2015 in Review
152 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2015, worth a combined $534M — up 35% from $395M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new UVE positions and 13 closed out — a net gain of 16 holders — while 56 added to existing stakes and 51 trimmed.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $21.8M. The largest seller was LSV Asset Management, cutting an estimated $8.31M.
- 152 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2015, up from 138 in Q4 2014.
- Funds reported $534M of Universal Insurance Holdings stock for Q1 2015, up 35% quarter-over-quarter.
- 29 funds opened new Universal Insurance Holdings positions in Q1 2015 and 13 closed out, a net change of +16 holders.
- The largest Universal Insurance Holdings buyer in Q1 2015 was Schroder Investment Management Group, an estimated $21.8M added.
- The largest Universal Insurance Holdings seller in Q1 2015 was LSV Asset Management, an estimated $8.31M sold.
Based on aggregated 13F filings for Q1 2015.