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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
IA
201
IndexIQ Advisors
New York
-$2.5M -65,886 Closed
3C
202
361 Capital
Colorado
-$2.13M -56,075 Closed
HIH
203
HRS Investment Holdings
New York
-$1.99M -52,500 Closed
American Century Companies
204
American Century Companies
Missouri
-$1.66M -43,884 Closed
HIM
205
Hillsdale Investment Management
Ontario, Canada
-$1.61M -42,500 Closed
ECM
206
ETrade Capital Management
Virginia
-$1.03M -27,068 Closed
SCM
207
Sterling Capital Management
North Carolina
-$1.01M -26,672 Closed
Acadian Asset Management
208
Acadian Asset Management
Massachusetts
-$989K -26,085 Closed
Squarepoint
209
Squarepoint
New York
-$966K -25,463 Closed
OAM
210
Oxford Asset Management
United Kingdom
-$962K -25,381 Closed
TU
211
TDAM USA
Ontario, Canada
-$871K -22,961 Closed
Wellington Management Group
212
Wellington Management Group
Massachusetts
-$846K -22,306 Closed
BIM
213
Bogle Investment Management
Massachusetts
-$819K -21,606 Closed
Connor, Clark & Lunn Investment Management (CC&L)
214
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$810K -21,370 Closed
QT
215
Quantbot Technologies
New York
-$682K -18,000 Closed
DTL
216
Dynamic Technology Lab
Singapore
-$672K -17,732 Closed
HIMCH
217
Hartford Investment Management Co (HIMCO)
Connecticut
-$661K -17,427 Closed
Holocene Advisors
218
Holocene Advisors
New York
-$585K -15,438 Closed
UFF
219
USA Financial Formulas
Michigan
-$738K -15,194 Closed
CSS
220
Cubist Systematic Strategies
Connecticut
-$561K -14,806 Closed
SSA
221
Schonfeld Strategic Advisors
New York
-$483K -12,736 Closed
CIP
222
Convergence Investment Partners
Florida
-$478K -12,616 Closed
NAM
223
NorthCoast Asset Management
Connecticut
-$475K -12,516 Closed
Victory Capital Management
224
Victory Capital Management
Texas
-$443K -11,686 Closed
LCM
225
Laurion Capital Management
New York
-$408K -10,771 Closed

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.