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Universal Insurance Holdings

168 hedge funds and large institutions have $626M invested in Universal Insurance Holdings in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 50

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more ownership

Funds ownership: 72.69%72.7% (+0%)

3% less funds holding

Funds holding: 173168 (-5)

14% less capital invested

Capital invested by funds: $723M → $626M (-$97.7M)

39% less call options, than puts

Call options by funds: $1.28M | Put options by funds: $2.11M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
23
Increased
70
Reduced
50
Closed
21
Calls
$1.28M
Puts
$2.11M
Net Calls
-$830K
Net Calls Change
+$76K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$99.5M +$106M +4,057,011 +73,457%
Vanguard Group
2
Vanguard Group
Pennsylvania
$90M -$7.31M -279,453 -7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$39.7M -$79.4K -3,035 -0.2%
LSV Asset Management
4
LSV Asset Management
Illinois
$39.1M +$990K +37,808 +2%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$34.9M -$3.85M -147,256 -9%
Allianz Asset Management
6
Allianz Asset Management
Germany
$21.8M -$496K -18,952 -2%
State Street
7
State Street
Massachusetts
$18.9M +$1.36M +52,043 +7%
TA
8
Teachers Advisors
New York
$14.2M +$775K +29,619 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.8M +$1.22M +46,733 +9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.8M +$836K +31,951 +7%
HW
11
Hancock Whitney
Mississippi
$11.4M +$212K +8,110 +2%
Ameriprise
12
Ameriprise
Minnesota
$10.8M -$1.18M -45,093 -9%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$10.4M +$11.1M +425,445 New
Northern Trust
14
Northern Trust
Illinois
$10M +$436K +16,649 +4%
GC
15
Gillson Capital
Illinois
$9.14M +$486K +18,557 +5%
JP Morgan Chase
16
JP Morgan Chase
New York
$8.65M -$318K -12,155 -3%
Wells Fargo
17
Wells Fargo
California
$8.46M +$725K +27,707 +9%
AL
18
AJO LP
Pennsylvania
$7.55M +$3.08M +117,633 +62%
MCM
19
Matarin Capital Management
New York
$7.02M +$4.91M +187,655 +189%
Principal Financial Group
20
Principal Financial Group
Iowa
$6.87M +$220K +8,419 +3%
CEP
21
Chicago Equity Partners
Illinois
$6.34M -$607K -23,190 -8%
Morgan Stanley
22
Morgan Stanley
New York
$6.02M -$2.02M -77,223 -24%
AllianceBernstein
23
AllianceBernstein
Tennessee
$5.5M -$89K -3,400 -1%
Charles Schwab
24
Charles Schwab
California
$4.67M +$309K +11,805 +7%
TCIM
25
TIAA CREF Investment Management
New York
$4.56M +$126K +4,803 +3%

UVE Hedge Fund Activity: Q1 2017 in Review

168 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2017, worth a combined $626M — down 14% from $723M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UVE positions and 21 closed out — a net gain of 2 holders — while 70 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $106M. The largest seller was Capital Returns Management, exiting entirely with an estimated $11.3M sold.

  • 168 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2017, down from 173 in Q4 2016.
  • Funds reported $626M of Universal Insurance Holdings stock for Q1 2017, down 14% quarter-over-quarter.
  • 23 funds opened new Universal Insurance Holdings positions in Q1 2017 and 21 closed out, a net change of +2 holders.
  • The largest Universal Insurance Holdings buyer in Q1 2017 was BlackRock, an estimated $106M added.
  • The largest Universal Insurance Holdings seller in Q1 2017 was Capital Returns Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2017.