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Universal Insurance Holdings
UVE

125 hedge funds and large institutions have $454M invested in Universal Insurance Holdings in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more capital invested

Capital invested by funds: $252M → $454M (+$202M)

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

18% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $2.44M

3% more funds holding

Funds holding: 121 → 125 (+4)

0.12% more ownership

Funds ownership: 54.91% → 55.04% (+0.12%)

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
52
Reduced
40
Closed
12
Calls
$2.88M
Puts
$2.44M
Net Calls
+$435K
Net Calls Change
-$392K

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$3.77M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$2.81M
3
BIM
Bogle Investment Management
Massachusetts
+$2.07M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$2.01M
5
SCM
Sterling Capital Management
North Carolina
+$1.37M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.81M
2
GC
Guggenheim Capital
Illinois
-$5.05M
3
American Century Companies
American Century Companies
Missouri
-$4.02M
4
NI
Numeric Investors
Massachusetts
-$2.98M
5
Marshall Wace
Marshall Wace
United Kingdom
-$2.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1
Americafirst Capital Management
California
$207M +$209K +16,043 New
Allianz Asset Management
2
Allianz Asset Management
Germany
$25.9M +$2.01M +154,307 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$22.9M -$776K -59,437 -3%
BFA
4
BlackRock Fund Advisors
California
$20.5M -$260K -19,933 -1%
LSV Asset Management
5
LSV Asset Management
Illinois
$18M +$3.77M +288,608 +26%
Vanguard Group
6
Vanguard Group
Pennsylvania
$17.2M -$5.81M -445,110 -25%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$12.2M +$655K +50,200 +6%
SFM
8
Systematic Financial Management
New Jersey
$7.15M +$31.3K +2,400 +0.4%
New York State Common Retirement Fund
9
New York State Common Retirement Fund
New York
$6.98M -$211K -16,200 -3%
State Street
10
State Street
Massachusetts
$6.26M +$334K +25,565 +6%
BIT
11
BlackRock Institutional Trust
California
$5.71M -$802K -61,449 -12%
NI
12
Numeric Investors
Massachusetts
$5.59M -$2.98M -228,141 -35%
Morgan Stanley
13
Morgan Stanley
New York
$5.57M +$767K +58,788 +16%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$5.41M +$488K +37,419 +10%
BCM
15
Bridgeway Capital Management
Texas
$5.13M -$20.9K -1,600 -0.4%
Invesco
16
Invesco
Georgia
$4.93M -$114K -8,739 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$4.86M +$170K +12,990 +4%
HAI
18
Hennessy Advisors Inc
California
$4.84M -$158K -12,100 -3%
PPA
19
Parametric Portfolio Associates
Washington
$4.65M -$596K -45,638 -11%
Northern Trust
20
Northern Trust
Illinois
$4.53M +$573K +43,904 +14%
AQR Capital Management
21
AQR Capital Management
Connecticut
$4.26M +$2.81M +215,400 +189%
First Trust Advisors
22
First Trust Advisors
Illinois
$2.43M +$209K +16,042 +9%
Principal Financial Group
23
Principal Financial Group
Iowa
$2.43M +$12.8K +981 +0.5%
Ameriprise
24
Ameriprise
Minnesota
$2.07M +$493K +37,796 +31%
BIM
25
Bogle Investment Management
Massachusetts
$2.05M +$2.07M +158,551 New
1
2 3 4 5

UVE Hedge Fund Activity: Q3 2014 in Review

125 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2014, worth a combined $454M — up 80% from $252M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UVE positions and 12 closed out — a net gain of 4 holders — while 52 added to existing stakes and 40 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $3.77M. The largest seller was Vanguard Group, cutting an estimated $5.81M.

  • 125 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2014, up from 121 in Q2 2014.
  • Funds reported $454M of Universal Insurance Holdings stock for Q3 2014, up 80% quarter-over-quarter.
  • 16 funds opened new Universal Insurance Holdings positions in Q3 2014 and 12 closed out, a net change of +4 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2014 was LSV Asset Management, an estimated $3.77M added.
  • The largest Universal Insurance Holdings seller in Q3 2014 was Vanguard Group, an estimated $5.81M sold.

Based on aggregated 13F filings for Q3 2014.