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Universal Insurance Holdings

144 hedge funds and large institutions have $283M invested in Universal Insurance Holdings in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.63% less ownership

Funds ownership: 67.76%67.13% (-0.63%)

7% less funds holding

Funds holding: 155144 (-11)

11% less capital invested

Capital invested by funds: $318M → $283M (-$34.8M)

28% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 36

59% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $4.37M

Holders
144
Holders Change
-11
Holders Change %
-7.1%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
53
Reduced
38
Closed
36
Calls
$1.8M
Puts
$4.37M
Net Calls
-$2.56M
Net Calls Change
-$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
151
Panagora Asset Management
Massachusetts
-$732K -47,457 Closed
II
152
Inspire Investing
Idaho
-$560K -36,312 Closed
Prudential Financial
153
Prudential Financial
New Jersey
-$537K -34,778 Closed
COPPSERS
154
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$478K -30,968 Closed
HighTower Advisors
155
HighTower Advisors
Illinois
-$458K -29,122 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
156
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$412K -26,700 Closed
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
-$404K -26,208 Closed
TPSF
158
Texas Permanent School Fund
Texas
-$366K -23,712 Closed
SFI
159
Susquehanna Fundamental Investments
Pennsylvania
-$310K -20,075 Closed
SOADOR
160
State of Alaska Department of Revenue
Alaska
-$278K -18,026 Closed
WG
161
Winton Group
United Kingdom
-$254K -16,491 Closed
PTC
162
Petrus Trust Company
Texas
-$252K -16,334 Closed
JAM
163
Jupiter Asset Management
United Kingdom
-$250K -16,254 Closed
AIM
164
ARGA Investment Management
Connecticut
-$235K -15,237 Closed
YCM
165
Yousif Capital Management
Michigan
-$225K -14,572 Closed
LSERS
166
Louisiana State Employees Retirement System
Louisiana
-$222K -14,400 Closed
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
-$213K -13,772 Closed
DTL
168
Dynamic Technology Lab
Singapore
-$199K -12,883 Closed
Franklin Resources
169
Franklin Resources
California
-$198K -12,844 Closed
MSRPS
170
Maryland State Retirement & Pension System
Maryland
-$165K -10,673 Closed
SSA
171
Schonfeld Strategic Advisors
New York
-$163K -10,595 Closed
OPERF
172
Oregon Public Employees Retirement Fund
Oregon
-$131K -8,522 Closed
Amundi
173
Amundi
France
-$51.2K -3,260 Closed
KBC Group
174
KBC Group
Belgium
-$31K -2,008 Closed
Allspring Global Investments
175
Allspring Global Investments
North Carolina
-$12.9K -833 Closed

UVE Hedge Fund Activity: Q3 2023 in Review

144 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2023, worth a combined $283M — down 11% from $318M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of UVE and 26 opened new positions — a net loss of 10 holders — while 38 trimmed existing stakes and 53 added.

The largest buyer was Millennium Management, adding an estimated $8.97M. The largest seller was BlackRock, cutting an estimated $33.5M.

  • 144 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2023, down from 155 in Q2 2023.
  • Funds reported $283M of Universal Insurance Holdings stock for Q3 2023, down 11% quarter-over-quarter.
  • 26 funds opened new Universal Insurance Holdings positions in Q3 2023 and 36 closed out, a net change of -10 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2023 was Millennium Management, an estimated $8.97M added.
  • The largest Universal Insurance Holdings seller in Q3 2023 was BlackRock, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2023.