Universal Insurance Holdings
138 hedge funds and large institutions have $288M invested in Universal Insurance Holdings in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 20 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 45
5% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 20
0.78% more ownership
Funds ownership: 67.82% → 68.61% (+0.78%)
0% more funds holding
Funds holding: 138 → 138 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less capital invested
Capital invested by funds: $359M → $288M (-$70.6M)
32% less call options, than puts
Call options by funds: $340K | Put options by funds: $503K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$4.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$3.95M |
| 3 |
State Street
Boston,
Massachusetts
|
+$3.29M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$2.49M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.82M |
| 2 |
JP Morgan Chase
New York
|
-$3.73M |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$3.43M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$2.26M |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$1.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCM
151
Versant Capital Management
Phoenix,
Arizona
| – | -$2K | -125 | Closed |
|
152
US Bancorp
Minneapolis,
Minnesota
| – | -$2K | -109 | Closed |
|
|
UB
153
UMB Bank
Kansas City,
Missouri
| – | -$1K | -79 | Closed |
|
|
STCOSD
154
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| – | -$1.09K | -73 | -83% |
|
|
QCG
155
Quadrant Capital Group
Cincinnati,
Ohio
| – | +$165 | +11 | New |
|
UVE Hedge Fund Activity: Q1 2022 in Review
138 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2022, worth a combined $288M — down 20% from $359M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new UVE positions and 20 closed out — a net gain of 1 holder — while 49 added to existing stakes and 45 trimmed.
The largest buyer was Bridgeway Capital Management, adding an estimated $4.9M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $6.82M sold.
- 138 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $288M of Universal Insurance Holdings stock for Q1 2022, down 20% quarter-over-quarter.
- 21 funds opened new Universal Insurance Holdings positions in Q1 2022 and 20 closed out, a net change of +1 holder.
- The largest Universal Insurance Holdings buyer in Q1 2022 was Bridgeway Capital Management, an estimated $4.9M added.
- The largest Universal Insurance Holdings seller in Q1 2022 was Arrowstreet Capital, an estimated $6.82M sold.
Based on aggregated 13F filings for Q1 2022.