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Universal Insurance Holdings

173 hedge funds and large institutions have $647M invested in Universal Insurance Holdings in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 51

13.26% more ownership

Funds ownership: 65.17%78.43% (+13%)

1% less call options, than puts

Call options by funds: $6.69M | Put options by funds: $6.76M

6% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 36

2% less funds holding

Funds holding: 176173 (-3)

6% less capital invested

Capital invested by funds: $687M → $647M (-$39.3M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
173
Holders Change
-3
Holders Change %
-1.7%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
34
Increased
69
Reduced
51
Closed
36
Calls
$6.69M
Puts
$6.76M
Net Calls
-$64K
Net Calls Change
-$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$92.2M +$42M +1,526,245 +62%
BFA
2
BlackRock Fund Advisors
California
$48.7M +$2.39M +86,994 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$43.6M -$504K -18,310 -1%
Allianz Asset Management
4
Allianz Asset Management
Germany
$40.9M -$6.16M -223,706 -11%
VAM
5
Visium Asset Management
New York
$24M +$26.5M +963,396 +1,349%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$23.9M +$13.3M +484,500 +88%
LSV Asset Management
7
LSV Asset Management
Illinois
$23.5M -$1.19M -43,162 -4%
BIT
8
BlackRock Institutional Trust
California
$20.4M +$2.04M +74,214 +9%
Millennium Management
9
Millennium Management
New York
$18M +$18.6M +674,962 +673%
CRM
10
Capital Returns Management
New York
$17.7M +$13.9M +503,544 +192%
MAI
11
Marble Arch Investments
New York
$16.4M +$19.5M +707,000 New
State Street
12
State Street
Massachusetts
$15.4M +$579K +21,027 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$14.3M +$69.6K +2,528 +0.4%
American Century Companies
14
American Century Companies
Missouri
$11.8M +$6.29M +228,407 +82%
Ameriprise
15
Ameriprise
Minnesota
$11.6M +$9.02M +327,527 +190%
Morgan Stanley
16
Morgan Stanley
New York
$8.82M -$7.83M -284,367 -43%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$8.79M +$559K +20,300 +6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$8.77M +$485K +17,631 +5%
Northern Trust
19
Northern Trust
Illinois
$8.74M +$309K +11,213 +3%
TA
20
Teachers Advisors
New York
$7.15M +$7.21M +262,118 +566%
SFM
21
Systematic Financial Management
New Jersey
$6.3M +$1.02M +36,925 +16%
UBS Group
22
UBS Group
Switzerland
$6.24M +$2.6M +94,469 +54%
Invesco
23
Invesco
Georgia
$6.05M -$6.52M -236,906 -48%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$5.99M -$194K -7,050 -3%
Prudential Financial
25
Prudential Financial
New Jersey
$5.87M -$9.97M -362,200 -59%

UVE Hedge Fund Activity: Q4 2015 in Review

173 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2015, worth a combined $647M — down 5.7% from $687M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of UVE and 34 opened new positions — a net loss of 2 holders — while 51 trimmed existing stakes and 69 added.

The largest buyer was Vanguard Group, adding an estimated $42M. The largest seller was Prudential Financial, cutting an estimated $9.97M.

  • 173 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2015, down from 176 in Q3 2015.
  • Funds reported $647M of Universal Insurance Holdings stock for Q4 2015, down 5.7% quarter-over-quarter.
  • 34 funds opened new Universal Insurance Holdings positions in Q4 2015 and 36 closed out, a net change of -2 holders.
  • The largest Universal Insurance Holdings buyer in Q4 2015 was Vanguard Group, an estimated $42M added.
  • The largest Universal Insurance Holdings seller in Q4 2015 was Prudential Financial, an estimated $9.97M sold.

Based on aggregated 13F filings for Q4 2015.