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Universal Insurance Holdings

201 hedge funds and large institutions have $788M invested in Universal Insurance Holdings in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 78 increasing their positions, 77 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 77

5% less call options, than puts

Call options by funds: $3.27M | Put options by funds: $3.46M

1.44% less ownership

Funds ownership: 74.36%72.92% (-1.4%)

18% less funds holding

Funds holding: 244201 (-43)

19% less capital invested

Capital invested by funds: $973M → $788M (-$185M)

76% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 54

Holders
201
Holders Change
-43
Holders Change %
-17.62%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
78
Reduced
77
Closed
54
Calls
$3.27M
Puts
$3.46M
Net Calls
-$182K
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$27K -$3.55K -99 -10%
NIT
177
NumerixS Investment Technologies
British Columbia, Canada
$26K -$161K -4,500 -85%
RFC
178
Regions Financial Corp
Alabama
$18K
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K
APA
180
American Portfolios Advisors
New York
$15.5K
SWA
181
Sutton Wealth Advisors
Florida
$15.4K
Asset Management One
182
Asset Management One
Japan
$14K -$841K -23,453 -98%
YWP
183
YorkBridge Wealth Partners
New York
$13K -$12.7K -355 -47%
CTC
184
Central Trust Company
Missouri
$10K +$2.87K +80 +34%
ONST
185
Old North State Trust
North Carolina
$9K
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$8K +$215 +6 +2%
AssetMark Inc
187
AssetMark Inc
California
$8K +$9.79K +273 New
Canada Pension Plan Investment Board
188
Canada Pension Plan Investment Board
Ontario, Canada
$6K +$7.17K +200 New
CFGS
189
Concourse Financial Group Securities
Alabama
$4K -$3.55K -99 -43%
DA
190
Denali Advisors
California
$3K -$825 -23 -22%
FHA
191
First Horizon Advisors
Tennessee
$3K +$3.8K +106 New
WAM
192
Wealthspire Advisors (Maryland)
Maryland
$2K -$323 -9 -11%
HAM
193
Highstreet Asset Management
Ontario, Canada
$2K
TCM
194
Tradewinds Capital Management
Washington
$2K
RCAG
195
Rehmann Capital Advisory Group
Michigan
$1.3K
EFSCE
196
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
WAM
197
Wolverine Asset Management
Illinois
$1K
FGAM
198
Financial Gravity Asset Management
Texas
$1K +$574 +16 New
HGWM
199
Harvest Group Wealth Management
Massachusetts
$1K +$1.47K +41 New
GT
200
Glenmede Trust
Pennsylvania
$3

UVE Hedge Fund Activity: Q1 2019 in Review

201 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2019, worth a combined $788M — down 19% from $973M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of UVE and 13 opened new positions — a net loss of 41 holders — while 77 trimmed existing stakes and 78 added.

The largest buyer was Bank of America, adding an estimated $7.65M. The largest seller was Epoch Investment Partners, cutting an estimated $10.9M.

  • 201 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2019, down from 244 in Q4 2018.
  • Funds reported $788M of Universal Insurance Holdings stock for Q1 2019, down 19% quarter-over-quarter.
  • 13 funds opened new Universal Insurance Holdings positions in Q1 2019 and 54 closed out, a net change of -41 holders.
  • The largest Universal Insurance Holdings buyer in Q1 2019 was Bank of America, an estimated $7.65M added.
  • The largest Universal Insurance Holdings seller in Q1 2019 was Epoch Investment Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2019.