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Universal Insurance Holdings

175 hedge funds and large institutions have $731M invested in Universal Insurance Holdings in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $715M → $731M (+$15.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.9% less ownership

Funds ownership: 72.25%71.35% (-0.9%)

1% less funds holding

Funds holding: 177175 (-2)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

68% less call options, than puts

Call options by funds: $2.01M | Put options by funds: $6.22M

Holders
175
Holders Change
-2
Holders Change %
-1.13%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
59
Reduced
66
Closed
20
Calls
$2.01M
Puts
$6.22M
Net Calls
-$4.21M
Net Calls Change
-$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
151
Cutler Group
California
$50K +$46.4K +1,700 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$41K +$683 +25 +2%
MOACM
153
Mutual of America Capital Management
New York
$35K +$683 +25 +2%
BBHC
154
Brown Brothers Harriman & Co
New York
$30K -$27.3K -1,000 -50%
SF
155
Synovus Financial
Georgia
$30K
MWC
156
MBM Wealth Consultants
Missouri
$29K
Federated Hermes
157
Federated Hermes
Pennsylvania
$25K -$8.79K -322 -28%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$23K
QT
159
Quantamental Technologies
New York
$17K +$15.6K +570 New
FDCDDQ
160
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.8K
APA
161
American Portfolios Advisors
New York
$15K
SWA
162
Sutton Wealth Advisors
Florida
$14.9K
ONST
163
Old North State Trust
North Carolina
$9K
LTFS
164
Ladenburg Thalmann Financial Services
Florida
$8K +$1.37K +50 +23%
FHA
165
First Horizon Advisors
Tennessee
$2K
HAM
166
Highstreet Asset Management
Ontario, Canada
$2K
TCM
167
Tradewinds Capital Management
Washington
$2K +$27 +1 +2%
CFGS
168
Concourse Financial Group Securities
Alabama
$2K +$710 +26 +68%
AIC
169
Ameritas Investment Company
Nebraska
$2K +$2.19K +80 New
HGWM
170
Harvest Group Wealth Management
Massachusetts
$1K -$273 -10 -19%
WAM
171
Wolverine Asset Management
Illinois
$1K
GT
172
Glenmede Trust
Pennsylvania
$5 +$1.45K +53 +46%
MSL
173
Mackay Shields LLC
New York
-$1.7M -60,911 Closed
Canada Life
174
Canada Life
Manitoba, Canada
-$1.26M -45,089 Closed
SAM
175
Shell Asset Management
Netherlands
-$1.1M -39,464 Closed

UVE Hedge Fund Activity: Q3 2019 in Review

175 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2019, worth a combined $731M — up 2.2% from $715M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of UVE and 18 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 59 added.

The largest buyer was Marshall Wace, adding an estimated $6.28M. The largest seller was Millennium Management, cutting an estimated $10.5M.

  • 175 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2019, down from 177 in Q2 2019.
  • Funds reported $731M of Universal Insurance Holdings stock for Q3 2019, up 2.2% quarter-over-quarter.
  • 18 funds opened new Universal Insurance Holdings positions in Q3 2019 and 20 closed out, a net change of -2 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2019 was Marshall Wace, an estimated $6.28M added.
  • The largest Universal Insurance Holdings seller in Q3 2019 was Millennium Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2019.