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Universal Insurance Holdings

121 hedge funds and large institutions have $252M invested in Universal Insurance Holdings in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

43% more call options, than puts

Call options by funds: $2.76M | Put options by funds: $1.93M

8% more funds holding

Funds holding: 112121 (+9)

5% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 43

3% more capital invested

Capital invested by funds: $244M → $252M (+$8.32M)

0.62% more ownership

Funds ownership: 54.29%54.91% (+0.62%)

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
3.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
45
Reduced
43
Closed
15
Calls
$2.76M
Puts
$1.93M
Net Calls
+$827K
Net Calls Change
-$778K
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$24M +$2.39M +181,937 +11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$23.8M +$1.47M +111,873 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23M +$1.65M +125,379 +8%
BFA
4
BlackRock Fund Advisors
California
$20.9M +$517K +39,279 +3%
LSV Asset Management
5
LSV Asset Management
Illinois
$14.3M -$554K -42,119 -4%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$11.6M +$2.33M +176,900 +25%
NI
7
Numeric Investors
Massachusetts
$8.57M +$5.93M +451,032 +215%
New York State Common Retirement Fund
8
New York State Common Retirement Fund
New York
$7.21M +$658K +50,000 +10%
SFM
9
Systematic Financial Management
New Jersey
$7.14M -$13.5K -1,025 -0.2%
BIT
10
BlackRock Institutional Trust
California
$6.53M +$868K +66,008 +15%
State Street
11
State Street
Massachusetts
$5.96M -$70.6K -5,368 -1%
PPA
12
Parametric Portfolio Associates
Washington
$5.25M +$319K +24,268 +6%
BCM
13
Bridgeway Capital Management
Texas
$5.17M
Invesco
14
Invesco
Georgia
$5.06M +$1.1M +83,699 +27%
GC
15
Guggenheim Capital
Illinois
$5.05M +$4.91M +373,190 +2,268%
HAI
16
Hennessy Advisors Inc
California
$5.02M -$21K -1,600 -0.4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$4.94M -$269K -20,447 -5%
Morgan Stanley
18
Morgan Stanley
New York
$4.82M +$1.35M +102,770 +38%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.71M +$142K +10,832 +3%
American Century Companies
20
American Century Companies
Missouri
$4.02M -$1.42M -108,171 -26%
Northern Trust
21
Northern Trust
Illinois
$3.98M -$349K -26,561 -8%
Principal Financial Group
22
Principal Financial Group
Iowa
$2.43M +$50.7K +3,854 +2%
First Trust Advisors
23
First Trust Advisors
Illinois
$2.23M +$1.95M +148,083 +614%
Marshall Wace
24
Marshall Wace
United Kingdom
$2.11M -$811K -61,656 -27%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.01M -$253K -19,257 -11%

UVE Hedge Fund Activity: Q2 2014 in Review

121 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2014, worth a combined $252M — up 3.4% from $244M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UVE positions and 15 closed out — a net gain of 9 holders — while 45 added to existing stakes and 43 trimmed.

The largest buyer was Numeric Investors, adding an estimated $5.93M. The largest seller was Teachers Advisors, cutting an estimated $7.41M.

  • 121 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2014, up from 112 in Q1 2014.
  • Funds reported $252M of Universal Insurance Holdings stock for Q2 2014, up 3.4% quarter-over-quarter.
  • 24 funds opened new Universal Insurance Holdings positions in Q2 2014 and 15 closed out, a net change of +9 holders.
  • The largest Universal Insurance Holdings buyer in Q2 2014 was Numeric Investors, an estimated $5.93M added.
  • The largest Universal Insurance Holdings seller in Q2 2014 was Teachers Advisors, an estimated $7.41M sold.

Based on aggregated 13F filings for Q2 2014.