Universal Insurance Holdings
136 hedge funds and large institutions have $338M invested in Universal Insurance Holdings in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 59 reducing their positions, and 25 closing their positions.
6% more capital invested
Capital invested by funds: $318M → $338M (+$19.4M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.19% less ownership
Funds ownership: 72.59% → 71.4% (-1.2%)
3% less funds holding
Funds holding: 140 → 136 (-4)
13% less call options, than puts
Call options by funds: $718K | Put options by funds: $822K
16% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 25
39% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$2.87M |
| 2 |
Millennium Management
New York
|
+$2.86M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$2.11M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$2.01M |
| 5 |
MLIM
Mountain Lake Investment Management
Boca Raton,
Florida
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.59M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$6.17M |
| 3 |
Renaissance Technologies
New York
|
-$2.36M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$1.51M |
| 5 |
Bank of New York Mellon
New York
|
-$1.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ONST
151
Old North State Trust
Greensboro,
North Carolina
| – | -$4K | -300 | Closed |
|
|
LC
152
Lindbrook Capital
Calabasas,
California
| – | -$4K | -270 | Closed |
|
|
SPIA
153
Steward Partners Investment Advisory
New York
| – | -$3K | -200 | Closed |
|
154
Simplex Trading
Chicago,
Illinois
| – | -$1.99K | -141 | Closed |
|
|
TFO
155
Tarbox Family Office
Newport Beach,
California
| – | -$2K | -139 | Closed |
|
|
PFBT
156
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1K | -69 | Closed |
|
|
OIM
157
Oder Investment Management
Woodland Hills,
California
| – | +$85 | +6 | New |
|
|
GWS
158
Glassman Wealth Services
Vienna,
Virginia
| – | +$197 | +14 | New |
|
UVE Hedge Fund Activity: Q4 2020 in Review
136 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2020, worth a combined $338M — up 6.1% from $318M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of UVE and 21 opened new positions — a net loss of 4 holders — while 59 trimmed existing stakes and 36 added.
The largest buyer was Peregrine Capital Management, adding an estimated $2.87M. The largest seller was T. Rowe Price Associates, cutting an estimated $6.59M.
- 136 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2020, down from 140 in Q3 2020.
- Funds reported $338M of Universal Insurance Holdings stock for Q4 2020, up 6.1% quarter-over-quarter.
- 21 funds opened new Universal Insurance Holdings positions in Q4 2020 and 25 closed out, a net change of -4 holders.
- The largest Universal Insurance Holdings buyer in Q4 2020 was Peregrine Capital Management, an estimated $2.87M added.
- The largest Universal Insurance Holdings seller in Q4 2020 was T. Rowe Price Associates, an estimated $6.59M sold.
Based on aggregated 13F filings for Q4 2020.