Universal Insurance Holdings
173 hedge funds and large institutions have $647M invested in Universal Insurance Holdings in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 36 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 51
13.26% more ownership
Funds ownership: 65.17% → 78.43% (+13%)
1% less call options, than puts
Call options by funds: $6.69M | Put options by funds: $6.76M
6% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 36
2% less funds holding
Funds holding: 176 → 173 (-3)
6% less capital invested
Capital invested by funds: $687M → $647M (-$39.3M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42M |
| 2 |
VAM
Visium Asset Management
New York
|
+$26.5M |
| 3 |
MAI
Marble Arch Investments
New York
|
+$19.5M |
| 4 |
Millennium Management
New York
|
+$18.6M |
| 5 |
CRM
Capital Returns Management
Rye,
New York
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$9.97M |
| 2 |
MCM
Matarin Capital Management
New York
|
-$9.71M |
| 3 |
Morgan Stanley
New York
|
-$7.83M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$6.52M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$6.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DIA
201
Denver Investment Advisors
Denver,
Colorado
| – | -$273K | -9,248 | Closed |
|
202
Nomura Holdings
Tokyo,
Japan
| – | -$255K | -9,177 | Closed |
|
|
PAM
203
Princeton Alpha Management
Princeton Junction,
New Jersey
| – | -$237K | -8,015 | Closed |
|
|
PFPT
204
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$226K | -7,655 | Closed |
|
|
BPM
205
Bowling Portfolio Management
Cincinnati,
Ohio
| – | -$212K | -7,193 | Closed |
|
|
HMS
206
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$76K | -2,849 | Closed |
|
|
CIM
207
Cambria Investment Management
Manhattan Beach,
California
| – | -$27K | -914 | Closed |
|
|
SSG
208
Summit Securities Group
New York
| – | -$3K | -101 | Closed |
|
|
ST
209
Spot Trading
Chicago,
Illinois
| – | -$468 | -17 | Closed |
|
UVE Hedge Fund Activity: Q4 2015 in Review
173 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2015, worth a combined $647M — down 5.7% from $687M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of UVE and 34 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 69 added.
The largest buyer was Vanguard Group, adding an estimated $42M. The largest seller was Prudential Financial, cutting an estimated $9.97M.
- 173 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2015, down from 176 in Q3 2015.
- Funds reported $647M of Universal Insurance Holdings stock for Q4 2015, down 5.7% quarter-over-quarter.
- 34 funds opened new Universal Insurance Holdings positions in Q4 2015 and 36 closed out, a net change of -2 holders.
- The largest Universal Insurance Holdings buyer in Q4 2015 was Vanguard Group, an estimated $42M added.
- The largest Universal Insurance Holdings seller in Q4 2015 was Prudential Financial, an estimated $9.97M sold.
Based on aggregated 13F filings for Q4 2015.