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Universal Insurance Holdings
UVE

96 hedge funds and large institutions have $194M invested in Universal Insurance Holdings in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $6.05M | Put options by funds: $2.45M

112% more capital invested

Capital invested by funds: $91.3M → $194M (+$102M)

1.25% more ownership

Funds ownership: 37% → 38.26% (+1.3%)

0% more funds holding

Funds holding: 96 → 96 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

Holders
96
Holders Change
–
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
31
Reduced
38
Closed
14
Calls
$6.05M
Puts
$2.45M
Net Calls
+$3.6M
Net Calls Change
+$3.67M

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$3.33M
2
TA
Teachers Advisors
New York
+$2.92M
3
BIM
Bogle Investment Management
Massachusetts
+$2.28M
4
SFM
Systematic Financial Management
New Jersey
+$1.89M
5
Invesco
Invesco
Georgia
+$1.82M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.43M
2
EI
EAM Investors
California
-$1.32M
3
CCMH
Cornerstone Capital Management Holdings
New York
-$1.18M
4
TC
TFS Capital
Pennsylvania
-$743K
5
PG
PEAK6 Group
Illinois
-$714K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$23.6M +$505K +52,575 +3%
LSV Asset Management
2
LSV Asset Management
Illinois
$17.3M +$1.72M +179,135 +18%
BFA
3
BlackRock Fund Advisors
California
$10.5M -$235K -24,481 -3%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$9.99M +$3.33M +346,800 +101%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.78M +$61.5K +6,405 +1%
BCM
6
Bridgeway Capital Management
Texas
$8.18M – – –
BIT
7
BlackRock Institutional Trust
California
$7.35M -$147K -15,314 -3%
BIM
8
Bogle Investment Management
Massachusetts
$6.65M +$2.28M +237,680 +107%
American Century Companies
9
American Century Companies
Missouri
$5.99M +$19.1K +1,992 +0.5%
State Street
10
State Street
Massachusetts
$5.85M +$282K +29,388 +8%
Northern Trust
11
Northern Trust
Illinois
$5.2M -$167K -17,374 -5%
TA
12
Teachers Advisors
New York
$4.98M +$2.92M +303,589 +755%
CS
13
Credit Suisse
Switzerland
$4.94M -$534K -55,623 -14%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.75M +$810K +84,253 +35%
Morgan Stanley
15
Morgan Stanley
New York
$4.29M -$2.43M -252,852 -46%
PPA
16
Parametric Portfolio Associates
Washington
$3.88M +$636K +66,232 +33%
NI
17
Numeric Investors
Massachusetts
$3.62M -$615K -64,004 -20%
Invesco
18
Invesco
Georgia
$3.57M +$1.82M +189,349 +330%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.31M -$517K -53,811 -19%
Renaissance Technologies
20
Renaissance Technologies
New York
$2.95M -$265K -27,537 -12%
SFM
21
Systematic Financial Management
New Jersey
$2.84M +$1.89M +196,375 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.65M -$229K -23,870 -12%
Two Sigma Investments
23
Two Sigma Investments
New York
$2.64M +$587K +61,057 +50%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$2.52M +$68.2K +7,100 +4%
NFA
25
Nationwide Fund Advisors
Ohio
$2.49M +$129K +13,421 +8%
1
2 3 4 5

UVE Hedge Fund Activity: Q4 2013 in Review

96 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2013, worth a combined $194M — up 112% from $91.3M a quarter earlier.

Fund positioning in UVE was balanced in Q4 2013: 14 funds opened new positions, 14 closed out, 31 added to existing stakes and 38 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $3.33M. The largest seller was Morgan Stanley, cutting an estimated $2.43M.

  • 96 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $194M of Universal Insurance Holdings stock for Q4 2013, up 112% quarter-over-quarter.
  • 14 funds opened new Universal Insurance Holdings positions in Q4 2013 and 14 closed out, a net change of 0 holders.
  • The largest Universal Insurance Holdings buyer in Q4 2013 was Schroder Investment Management Group, an estimated $3.33M added.
  • The largest Universal Insurance Holdings seller in Q4 2013 was Morgan Stanley, an estimated $2.43M sold.

Based on aggregated 13F filings for Q4 2013.