We are live on ! Find out more
UVE icon

Universal Insurance Holdings

152 hedge funds and large institutions have $534M invested in Universal Insurance Holdings in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

366% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $3.67M

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

35% more capital invested

Capital invested by funds: $395M → $534M (+$139M)

10% more funds holding

Funds holding: 138152 (+14)

2.91% more ownership

Funds ownership: 56.38%59.29% (+2.9%)

10% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
152
Holders Change
+14
Holders Change %
+10.14%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
56
Reduced
51
Closed
13
Calls
$17.1M
Puts
$3.67M
Net Calls
+$13.4M
Net Calls Change
+$7.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$51.4M -$374K -15,890 -0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$47.9M +$1.97M +83,888 +5%
BFA
3
BlackRock Fund Advisors
California
$47.5M +$2.89M +123,062 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$37.4M +$3.86M +164,003 +13%
LSV Asset Management
5
LSV Asset Management
Illinois
$28.7M -$8.31M -353,487 -24%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$22.7M +$21.8M +926,100 New
Morgan Stanley
7
Morgan Stanley
New York
$16.8M -$1.36M -57,730 -8%
State Street
8
State Street
Massachusetts
$14.9M +$2.18M +92,650 +19%
Prudential Financial
9
Prudential Financial
New Jersey
$14.6M +$8.22M +349,685 +158%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$12.8M +$3.56M +151,439 +43%
BIT
11
BlackRock Institutional Trust
California
$12.4M +$1.94M +82,606 +21%
Invesco
12
Invesco
Georgia
$10.2M -$1.15M -48,854 -11%
Northern Trust
13
Northern Trust
Illinois
$8.76M +$95.2K +4,048 +1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$8.73M -$495K -21,030 -6%
AL
15
AJO LP
Pennsylvania
$8.33M +$6.88M +292,490 +886%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$8M -$1.41M -60,157 -16%
NI
17
Numeric Investors
Massachusetts
$7.8M +$1.88M +79,900 +36%
UBS Group
18
UBS Group
Switzerland
$6.75M +$5.13M +218,009 +475%
SFM
19
Systematic Financial Management
New Jersey
$6.5M -$2.51M -106,715 -30%
AQR Capital Management
20
AQR Capital Management
Connecticut
$6.3M -$1.82M -77,256 -24%
BIM
21
Bogle Investment Management
Massachusetts
$6.14M +$252K +10,712 +5%
PPA
22
Parametric Portfolio Associates
Washington
$6.04M -$1.46M -61,874 -21%
American Century Companies
23
American Century Companies
Missouri
$5.19M +$2.29M +97,183 +92%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.99M +$435K +18,484 +10%
Renaissance Technologies
25
Renaissance Technologies
New York
$4.79M +$2.96M +125,900 +205%

UVE Hedge Fund Activity: Q1 2015 in Review

152 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2015, worth a combined $534M — up 35% from $395M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new UVE positions and 13 closed out — a net gain of 16 holders — while 56 added to existing stakes and 51 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $21.8M. The largest seller was LSV Asset Management, cutting an estimated $8.31M.

  • 152 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2015, up from 138 in Q4 2014.
  • Funds reported $534M of Universal Insurance Holdings stock for Q1 2015, up 35% quarter-over-quarter.
  • 29 funds opened new Universal Insurance Holdings positions in Q1 2015 and 13 closed out, a net change of +16 holders.
  • The largest Universal Insurance Holdings buyer in Q1 2015 was Schroder Investment Management Group, an estimated $21.8M added.
  • The largest Universal Insurance Holdings seller in Q1 2015 was LSV Asset Management, an estimated $8.31M sold.

Based on aggregated 13F filings for Q1 2015.