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Universal Insurance Holdings

176 hedge funds and large institutions have $687M invested in Universal Insurance Holdings in 2015 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $9.33M | Put options by funds: $2.44M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

42% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 52

29% more capital invested

Capital invested by funds: $532M → $687M (+$154M)

8% more funds holding

Funds holding: 163176 (+13)

3.75% more ownership

Funds ownership: 61.42%65.17% (+3.8%)

Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
4.91%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
31
Increased
74
Reduced
52
Closed
17
Calls
$9.33M
Puts
$2.44M
Net Calls
+$6.89M
Net Calls Change
-$303K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$72.4M +$18.2M +674,119 +38%
BFA
2
BlackRock Fund Advisors
California
$59.5M +$3.92M +144,904 +8%
Allianz Asset Management
3
Allianz Asset Management
Germany
$58.1M -$104K -3,863 -0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$56.2M -$496K -18,346 -1%
LSV Asset Management
5
LSV Asset Management
Illinois
$31.2M +$1.5M +55,426 +6%
BIT
6
BlackRock Institutional Trust
California
$23.8M +$7.7M +285,104 +55%
Morgan Stanley
7
Morgan Stanley
New York
$19.6M +$2.69M +99,634 +18%
State Street
8
State Street
Massachusetts
$19M +$525K +19,415 +3%
Prudential Financial
9
Prudential Financial
New Jersey
$18.2M -$651K -24,100 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$18.1M +$2.03M +75,245 +14%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$16.2M -$4.81M -178,100 -25%
Invesco
12
Invesco
Georgia
$14.7M +$1.66M +61,475 +14%
Northern Trust
13
Northern Trust
Illinois
$10.8M +$662K +24,479 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$10.7M -$68K -2,518 -0.7%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$10.6M +$5.96M +220,492 +159%
MCM
16
Matarin Capital Management
New York
$9.71M +$3.39M +125,353 +62%
American Century Companies
17
American Century Companies
Missouri
$8.23M +$956K +35,361 +15%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$7.84M -$946K -35,005 -12%
QI
19
QS Investors
New York
$7.77M +$468K +17,325 +7%
CRM
20
Capital Returns Management
New York
$7.74M +$2.05M +75,900 +41%
Marshall Wace
21
Marshall Wace
United Kingdom
$7.23M +$2.98M +110,089 +82%
SFM
22
Systematic Financial Management
New Jersey
$6.94M +$371K +13,720 +6%
Principal Financial Group
23
Principal Financial Group
Iowa
$6.07M +$536K +19,836 +11%
Renaissance Technologies
24
Renaissance Technologies
New York
$5.37M -$757K -28,010 -13%
GC
25
Guggenheim Capital
Illinois
$5.21M +$88.2K +3,262 +2%

UVE Hedge Fund Activity: Q3 2015 in Review

176 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2015, worth a combined $687M — up 29% from $532M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UVE positions and 17 closed out — a net gain of 14 holders — while 74 added to existing stakes and 52 trimmed.

The largest buyer was Vanguard Group, adding an estimated $18.2M. The largest seller was Numeric Investors, cutting an estimated $7.46M.

  • 176 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2015, up from 163 in Q2 2015.
  • Funds reported $687M of Universal Insurance Holdings stock for Q3 2015, up 29% quarter-over-quarter.
  • 31 funds opened new Universal Insurance Holdings positions in Q3 2015 and 17 closed out, a net change of +14 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2015 was Vanguard Group, an estimated $18.2M added.
  • The largest Universal Insurance Holdings seller in Q3 2015 was Numeric Investors, an estimated $7.46M sold.

Based on aggregated 13F filings for Q3 2015.