Universal Insurance Holdings
148 hedge funds and large institutions have $375M invested in Universal Insurance Holdings in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 28 increasing their positions, 62 reducing their positions, and 8 closing their positions.
325% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 8
127% more call options, than puts
Call options by funds: $3.78M | Put options by funds: $1.67M
89% more capital invested
Capital invested by funds: $198M → $375M (+$177M)
20% more funds holding
Funds holding: 123 → 148 (+25)
0.22% more ownership
Funds ownership: 67.69% → 67.9% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
55% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 62
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$2.88M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$2.75M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
+$2.42M |
| 4 |
HF
HRT Financial
New York
|
+$1.84M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$3.04M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$2.87M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$2.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.98M |
| 5 |
DSC
Donald Smith & Co
New York
|
-$1.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$8.14K | -769 | Closed |
|
|
SWA
152
Sutton Wealth Advisors
Tampa,
Florida
| – | -$7.48K | -706 | Closed |
|
|
C
153
Covestor
London,
United Kingdom
| – | -$5.68K | -384 | -99% |
|
|
FHA
154
First Horizon Advisors
Memphis,
Tennessee
| – | -$677 | -64 | Closed |
|
|
CS
155
Comerica Securities
Detroit,
Michigan
| – | -$540 | -51 | Closed |
|
UVE Hedge Fund Activity: Q1 2023 in Review
148 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2023, worth a combined $375M — up 89% from $198M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new UVE positions and 8 closed out — a net gain of 26 holders — while 28 added to existing stakes and 62 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $2.88M. The largest seller was LSV Asset Management, cutting an estimated $3.04M.
- 148 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2023, up from 123 in Q4 2022.
- Funds reported $375M of Universal Insurance Holdings stock for Q1 2023, up 89% quarter-over-quarter.
- 34 funds opened new Universal Insurance Holdings positions in Q1 2023 and 8 closed out, a net change of +26 holders.
- The largest Universal Insurance Holdings buyer in Q1 2023 was Marshall Wace, an estimated $2.88M added.
- The largest Universal Insurance Holdings seller in Q1 2023 was LSV Asset Management, an estimated $3.04M sold.
Based on aggregated 13F filings for Q1 2023.