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Universal Insurance Holdings

163 hedge funds and large institutions have $532M invested in Universal Insurance Holdings in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $3.14M

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

39% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 49

7% more funds holding

Funds holding: 152163 (+11)

2.13% more ownership

Funds ownership: 59.29%61.42% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $534M → $532M (-$1.76M)

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
4.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
68
Reduced
49
Closed
13
Calls
$10.3M
Puts
$3.14M
Net Calls
+$7.2M
Net Calls Change
-$6.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$47.7M -$969K -37,972 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$46.5M +$1.19M +46,529 +2%
BFA
3
BlackRock Fund Advisors
California
$45.3M +$339K +13,281 +0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$43M +$8.12M +318,458 +22%
LSV Asset Management
5
LSV Asset Management
Illinois
$24.2M -$3.06M -119,764 -11%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$17.2M -$5.09M -199,700 -22%
Prudential Financial
7
Prudential Financial
New Jersey
$15.5M +$1.76M +68,800 +12%
State Street
8
State Street
Massachusetts
$15.1M +$1.06M +41,582 +7%
Morgan Stanley
9
Morgan Stanley
New York
$13.7M -$2.37M -92,762 -14%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$13M +$944K +37,007 +7%
BIT
11
BlackRock Institutional Trust
California
$12.6M +$920K +36,081 +7%
Invesco
12
Invesco
Georgia
$10.6M +$961K +37,657 +9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.79M +$569K +22,297 +7%
Northern Trust
14
Northern Trust
Illinois
$8.26M -$28.1K -1,102 -0.3%
AL
15
AJO LP
Pennsylvania
$7.91M +$35.2K +1,380 +0.4%
NI
16
Numeric Investors
Massachusetts
$7.28M -$102K -4,000 -1%
New York State Common Retirement Fund
17
New York State Common Retirement Fund
New York
$7.27M -$308K -12,063 -4%
UBS Group
18
UBS Group
Switzerland
$6.14M -$259K -10,134 -4%
RFC
19
Russell Frank Company
Washington
$6.11M +$2.82M +110,386 +78%
QI
20
QS Investors
New York
$5.94M +$6.27M +245,600 New
American Century Companies
21
American Century Companies
Missouri
$5.89M +$1.03M +40,569 +20%
BIM
22
Bogle Investment Management
Massachusetts
$5.57M -$250K -9,806 -4%
SFM
23
Systematic Financial Management
New Jersey
$5.35M -$844K -33,100 -13%
AQR Capital Management
24
AQR Capital Management
Connecticut
$5.31M -$683K -26,769 -11%
Renaissance Technologies
25
Renaissance Technologies
New York
$5.08M +$577K +22,600 +12%

UVE Hedge Fund Activity: Q2 2015 in Review

163 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2015, worth a combined $532M — down 0.33% from $534M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UVE positions and 13 closed out — a net gain of 11 holders — while 68 added to existing stakes and 49 trimmed.

The largest buyer was Vanguard Group, adding an estimated $8.12M. The largest seller was Schroder Investment Management Group, cutting an estimated $5.09M.

  • 163 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2015, up from 152 in Q1 2015.
  • Funds reported $532M of Universal Insurance Holdings stock for Q2 2015, down 0.33% quarter-over-quarter.
  • 24 funds opened new Universal Insurance Holdings positions in Q2 2015 and 13 closed out, a net change of +11 holders.
  • The largest Universal Insurance Holdings buyer in Q2 2015 was Vanguard Group, an estimated $8.12M added.
  • The largest Universal Insurance Holdings seller in Q2 2015 was Schroder Investment Management Group, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2015.