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Universal Insurance Holdings

173 hedge funds and large institutions have $647M invested in Universal Insurance Holdings in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

13.26% more ownership

Funds ownership: 65.17%78.43% (+13%)

1% less call options, than puts

Call options by funds: $6.69M | Put options by funds: $6.76M

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

2% less funds holding

Funds holding: 176173 (-3)

6% less capital invested

Capital invested by funds: $687M → $647M (-$39.3M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
173
Holders Change
-3
Holders Change %
-1.7%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
34
Increased
69
Reduced
51
Closed
36
Calls
$6.69M
Puts
$6.76M
Net Calls
-$64K
Net Calls Change
-$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
151
Advantage Investment Management
Iowa
$54K
BJ
152
BlackRock Japan
Japan
$53K +$35.7K +1,297 +133%
Victory Capital Management
153
Victory Capital Management
Texas
$52K -$2.09K -76 -3%
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$37K -$44.5K -1,616 -50%
IMAS
155
ID Management A/S
Denmark
$35K
Loomis, Sayles & Company
156
Loomis, Sayles & Company
Massachusetts
$30K -$4.65K -169 -12%
LIA
157
LS Investment Advisors
Michigan
$23K
US Bancorp
158
US Bancorp
Minnesota
$23K
AFP
159
Ausdal Financial Partners
Iowa
$23K +$27.5K +1,000 New
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$20K
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$18K +$9.28K +337 +73%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$16K -$33.4K -1,212 -64%
WRM
163
Westport Resources Management
Connecticut
$14K
ADL
164
Asset Dedication LLC
California
$12K +$13.8K +500 New
GT
165
Glenmede Trust
Pennsylvania
$11K
MBT
166
Monroe Bank & Trust
Michigan
$9K
WA
167
WFG Advisors
Texas
$8K
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$6K -$122K -4,442 -95%
IA
169
IFP Advisors
Florida
$5K +$6.05K +220 New
TRCT
170
Tower Research Capital (TRC)
New York
$2K -$16.5K -600 -86%
NSIM
171
North Star Investment Management
Illinois
$2K +$28 +1 +1%
SEI Investments
172
SEI Investments
Pennsylvania
$1K +$1.29K +47 New
Manulife (Manufacturers Life Insurance)
173
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$489 +$4.6K +167 +0.8%
MCM
174
Matarin Capital Management
New York
-$9.71M -328,773 Closed
Renaissance Technologies
175
Renaissance Technologies
New York
-$5.37M -181,790 Closed

UVE Hedge Fund Activity: Q4 2015 in Review

173 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2015, worth a combined $647M — down 5.7% from $687M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of UVE and 34 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 69 added.

The largest buyer was Vanguard Group, adding an estimated $42M. The largest seller was Prudential Financial, cutting an estimated $9.97M.

  • 173 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2015, down from 176 in Q3 2015.
  • Funds reported $647M of Universal Insurance Holdings stock for Q4 2015, down 5.7% quarter-over-quarter.
  • 34 funds opened new Universal Insurance Holdings positions in Q4 2015 and 36 closed out, a net change of -2 holders.
  • The largest Universal Insurance Holdings buyer in Q4 2015 was Vanguard Group, an estimated $42M added.
  • The largest Universal Insurance Holdings seller in Q4 2015 was Prudential Financial, an estimated $9.97M sold.

Based on aggregated 13F filings for Q4 2015.