UVE icon

Universal Insurance Holdings
UVE

Overview Fund Activity

168 hedge funds and large institutions have $420M invested in Universal Insurance Holdings in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 27 closing their positions.

Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
51
Reduced
57
Closed
27
Calls
$1.26M
Puts
$806K
Net Calls
+$455K
Net Calls Change
+$564K

Top Buyers

1
CAMG
1
CWA Asset Management Group
Florida
$12M
2
DSC
2
Donald Smith & Co
New York
$36.2M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$2M
4
Millennium Management
4
Millennium Management
New York
$2.67M
5
Nisa Investment Advisors
5
Nisa Investment Advisors
Missouri
$1.22M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$6M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$12.5M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
AG
5
Algert Global
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$2.06K – – –
EWA
152
EverSource Wealth Advisors
Alabama
$1.71K +$1.71K +81 New
QC
153
Quent Capital
New York
$1.69K – – –
FHA
154
First Horizon Advisors
Tennessee
$1.66K +$674 +32 +68%
BIG
155
Brooklyn Investment Group
New York
$1.35K +$1.35K +64 New
GM
156
GeoWealth Management
Illinois
$1.29K +$337 +16 +36%
PA
157
Parallel Advisors
California
$1.16K -$969 -46 -46%
Bessemer Group
158
Bessemer Group
New Jersey
$1K – – –
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$653 -$442 -21 -40%
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$379 – – –
PAI
161
Pittenger & Anderson Inc
Nebraska
$242 +$242 +11 New
TWD
162
True Wealth Design
Ohio
$169 -$2.64K -125 -94%
RIL
163
Rothschild Investment LLC
Illinois
$105 -$630 -30 -86%
SS
164
SBI Securities
Japan
$105 +$105 +5 New
IA
165
IFP Advisors
Florida
$63 +$63 +3 New
FFA
166
Farther Finance Advisors
California
$42 – – –
HNB
167
Huntington National Bank
Ohio
$21 – – –
GRP
168
Global Retirement Partners
California
$21 +$21 +1 New
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
– -$1.95M -88,906 Closed
CSS
170
Cubist Systematic Strategies
Connecticut
– -$1.9M -85,770 Closed
AG
171
Algert Global
California
– -$1.75M -79,059 Closed
ECM
172
ExodusPoint Capital Management
New York
– -$981K -44,254 Closed
HighTower Advisors
173
HighTower Advisors
Illinois
– -$636K -28,595 Closed
IA
174
Inspire Advisors
Idaho
– -$614K -27,730 Closed
SGI
175
Summit Global Investments
Utah
– -$588K -26,556 Closed
4 5 6
7
8