We are live on ! Find out more
UVE icon

Universal Insurance Holdings
UVE

173 hedge funds and large institutions have $723M invested in Universal Insurance Holdings in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $664M → $723M (+$59.3M)

2.61% more ownership

Funds ownership: 70.08% → 72.69% (+2.6%)

2% more funds holding

Funds holding: 169 → 173 (+4)

5% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 57

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

28% less call options, than puts

Call options by funds: $2.33M | Put options by funds: $3.24M

Holders
173
Holders Change
+4
Holders Change %
+2.37%
% of All Funds
4.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
60
Reduced
57
Closed
17
Calls
$2.33M
Puts
$3.24M
Net Calls
-$906K
Net Calls Change
+$565K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$10.5M
2
BFA
BlackRock Fund Advisors
California
+$9.37M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.58M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$3.16M
5
MCM
Matarin Capital Management
New York
+$2.36M

Top Sellers

1
SFM
Systematic Financial Management
New Jersey
-$6.77M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$5.17M
3
Marshall Wace
Marshall Wace
United Kingdom
-$4.42M
4
CRM
Capital Returns Management
New York
-$3.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$112M +$10.5M +442,895 +13%
BFA
2
BlackRock Fund Advisors
California
$73.9M +$9.37M +393,620 +18%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$46.1M +$346K +14,518 +0.9%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$45M +$3.16M +132,623 +9%
LSV Asset Management
5
LSV Asset Management
Illinois
$44.2M +$2.12M +89,000 +6%
BIT
6
BlackRock Institutional Trust
California
$25.9M +$1.4M +58,847 +7%
Allianz Asset Management
7
Allianz Asset Management
Germany
$25.8M -$2.85M -119,503 -12%
State Street
8
State Street
Massachusetts
$20.5M +$1.2M +50,354 +8%
TA
9
Teachers Advisors
New York
$15.6M +$1.43M +59,862 +12%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$14.6M +$1.06M +44,650 +9%
Ameriprise
11
Ameriprise
Minnesota
$13.9M -$627K -26,311 -5%
HW
12
Hancock Whitney
Mississippi
$13M +$942K +39,578 +9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$12.8M +$2M +83,878 +23%
CRM
14
Capital Returns Management
New York
$11.3M -$3.7M -155,300 -28%
Northern Trust
15
Northern Trust
Illinois
$11.2M +$284K +11,938 +3%
JP Morgan Chase
16
JP Morgan Chase
New York
$10.4M +$3.58M +150,180 +70%
GC
17
Gillson Capital
Illinois
$10.1M +$8.44M +354,391 New
Morgan Stanley
18
Morgan Stanley
New York
$9.17M +$2.33M +97,786 +43%
Wells Fargo
19
Wells Fargo
California
$9.02M -$336K -14,126 -4%
CEP
20
Chicago Equity Partners
Illinois
$8.01M +$1.4M +58,595 +26%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$7.89M – – –
Principal Financial Group
22
Principal Financial Group
Iowa
$7.73M +$541K +22,706 +9%
AllianceBernstein
23
AllianceBernstein
Tennessee
$6.47M +$380K +15,950 +8%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$5.77M +$600K +25,200 +14%
AL
25
AJO LP
Pennsylvania
$5.42M -$60.6K -2,547 -1%
1
2 3 4 5

UVE Hedge Fund Activity: Q4 2016 in Review

173 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2016, worth a combined $723M — up 8.9% from $664M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UVE positions and 17 closed out — a net gain of 8 holders — while 60 added to existing stakes and 57 trimmed.

The largest buyer was Vanguard Group, adding an estimated $10.5M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $6.77M sold.

  • 173 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2016, up from 169 in Q3 2016.
  • Funds reported $723M of Universal Insurance Holdings stock for Q4 2016, up 8.9% quarter-over-quarter.
  • 25 funds opened new Universal Insurance Holdings positions in Q4 2016 and 17 closed out, a net change of +8 holders.
  • The largest Universal Insurance Holdings buyer in Q4 2016 was Vanguard Group, an estimated $10.5M added.
  • The largest Universal Insurance Holdings seller in Q4 2016 was Systematic Financial Management, an estimated $6.77M sold.

Based on aggregated 13F filings for Q4 2016.