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Universal Insurance Holdings

169 hedge funds and large institutions have $664M invested in Universal Insurance Holdings in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

41% more capital invested

Capital invested by funds: $469M → $664M (+$195M)

9% more funds holding

Funds holding: 155169 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 58

1.42% less ownership

Funds ownership: 71.5%70.08% (-1.4%)

44% less call options, than puts

Call options by funds: $1.9M | Put options by funds: $3.37M

Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
4.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
58
Reduced
58
Closed
12
Calls
$1.9M
Puts
$3.37M
Net Calls
-$1.47M
Net Calls Change
-$695K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
151
Advantage Investment Management
Iowa
$29K
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$27K +$6.21K +277 +35%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$26K
MFS
154
MSI Financial Services
Massachusetts
$25K -$16.4K -733 -42%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$19K
Group One Trading
156
Group One Trading
Illinois
$19K +$16.9K +754 New
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$15K
SWA
158
Sutton Wealth Advisors
Florida
$12.5K
Loomis, Sayles & Company
159
Loomis, Sayles & Company
Massachusetts
$12K +$1.73K +77 +20%
HCM
160
Herndon Capital Management
Georgia
$7K -$2.06K -92 -25%
DVM
161
Dreman Value Management
Florida
$4K
TCIM
162
TIAA CREF Investment Management
New York
$3.21K -$402K -17,941 -12%
TRCT
163
Tower Research Capital (TRC)
New York
$3K -$58.8K -2,622 -96%
MFW
164
Mosaic Family Wealth
Missouri
$3K +$2.76K +123 New
MCM
165
MV Capital Management
Maryland
$2K
TCM
166
Tradewinds Capital Management
Washington
$2K
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$1K -$4.55K -203 -80%
TWA
168
TCI Wealth Advisors
Arizona
$1K
VOYA Investment Management
169
VOYA Investment Management
Georgia
$354
VCM
170
Valiant Capital Management
California
-$11M -593,621 Closed
VAM
171
Visium Asset Management
New York
-$6.72M -361,467 Closed
CCMH
172
Cornerstone Capital Management Holdings
New York
-$1.52M -81,900 Closed
SCM
173
Stevens Capital Management
Pennsylvania
-$1.07M -57,496 Closed
Balyasny Asset Management
174
Balyasny Asset Management
Illinois
-$801K -43,118 Closed
IP
175
Interval Partners
New York
-$775K -41,713 Closed

UVE Hedge Fund Activity: Q3 2016 in Review

169 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2016, worth a combined $664M — up 41% from $469M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UVE positions and 12 closed out — a net gain of 14 holders — while 58 added to existing stakes and 58 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.68M. The largest seller was Valiant Capital Management, exiting entirely with an estimated $11M sold.

  • 169 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2016, up from 155 in Q2 2016.
  • Funds reported $664M of Universal Insurance Holdings stock for Q3 2016, up 41% quarter-over-quarter.
  • 26 funds opened new Universal Insurance Holdings positions in Q3 2016 and 12 closed out, a net change of +14 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2016 was Wells Fargo, an estimated $6.68M added.
  • The largest Universal Insurance Holdings seller in Q3 2016 was Valiant Capital Management, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2016.