Universal Insurance Holdings
164 hedge funds and large institutions have $367M invested in Universal Insurance Holdings in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 16 closing their positions.
100% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 16
45% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 42
9% more funds holding
Funds holding: 151 → 164 (+13)
1.55% more ownership
Funds ownership: 66.48% → 68.03% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $391M → $367M (-$24.5M)
77% less call options, than puts
Call options by funds: $682K | Put options by funds: $2.95M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$5.38M |
| 2 |
Morgan Stanley
New York
|
+$2.93M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$2.81M |
| 4 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$2.38M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$3.4M |
| 2 |
DSC
Donald Smith & Co
New York
|
-$3.25M |
| 3 |
Renaissance Technologies
New York
|
-$1.97M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.32M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OPTFSNA
176
Old Point Trust & Financial Services N A
Newport News,
Virginia
| – | -$5.08K | -250 | Closed |
|
|
PHK
177
Point72 Hong Kong
Hong Kong
| – | -$1.79K | -88 | Closed |
|
178
US Bancorp
Minneapolis,
Minnesota
| – | -$1.02K | -50 | Closed |
|
|
WCM
179
Westend Capital Management
Sausalito,
California
| – | -$772 | -38 | Closed |
|
|
AWM
180
Avior Wealth Management
Omaha,
Nebraska
| – | -$101 | -5 | Closed |
|
UVE Hedge Fund Activity: Q2 2024 in Review
164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2024, worth a combined $367M — down 6.3% from $391M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new UVE positions and 16 closed out — a net gain of 16 holders — while 61 added to existing stakes and 42 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $5.38M. The largest seller was AQR Capital Management, cutting an estimated $3.4M.
- 164 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2024, up from 151 in Q1 2024.
- Funds reported $367M of Universal Insurance Holdings stock for Q2 2024, down 6.3% quarter-over-quarter.
- 32 funds opened new Universal Insurance Holdings positions in Q2 2024 and 16 closed out, a net change of +16 holders.
- The largest Universal Insurance Holdings buyer in Q2 2024 was Bank of Montreal, an estimated $5.38M added.
- The largest Universal Insurance Holdings seller in Q2 2024 was AQR Capital Management, an estimated $3.4M sold.
Based on aggregated 13F filings for Q2 2024.