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Universal Insurance Holdings

169 hedge funds and large institutions have $644M invested in Universal Insurance Holdings in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $626M → $644M (+$18.7M)

1% more funds holding

Funds holding: 168169 (+1)

0.16% more ownership

Funds ownership: 72.7%72.85% (+0.16%)

2% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 60

35% less call options, than puts

Call options by funds: $1.05M | Put options by funds: $1.62M

Holders
169
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
4.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
59
Reduced
60
Closed
15
Calls
$1.05M
Puts
$1.62M
Net Calls
-$565K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$99.4M -$2.89M -117,365 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$94M +$1.36M +55,438 +2%
LSV Asset Management
3
LSV Asset Management
Illinois
$41.9M +$1.68M +68,231 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$41.1M +$312K +12,708 +0.8%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$35.6M -$1.43M -58,100 -4%
Allianz Asset Management
6
Allianz Asset Management
Germany
$22.7M +$112K +4,539 +0.5%
State Street
7
State Street
Massachusetts
$20.4M +$870K +35,363 +5%
TA
8
Teachers Advisors
New York
$16.5M +$1.9M +77,208 +13%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.3M -$827K -33,647 -6%
HW
10
Hancock Whitney
Mississippi
$12.8M +$969K +39,392 +8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$12.1M -$56.1K -2,282 -0.5%
Ameriprise
12
Ameriprise
Minnesota
$10.7M -$437K -17,760 -4%
Northern Trust
13
Northern Trust
Illinois
$10.3M -$492 -20 -0%
GC
14
Gillson Capital
Illinois
$9.4M
CEP
15
Chicago Equity Partners
Illinois
$8.08M +$1.53M +62,067 +24%
Wells Fargo
16
Wells Fargo
California
$8.08M -$610K -24,813 -7%
JP Morgan Chase
17
JP Morgan Chase
New York
$7.61M -$1.25M -51,005 -14%
Principal Financial Group
18
Principal Financial Group
Iowa
$7.12M +$43.6K +1,772 +0.6%
AL
19
AJO LP
Pennsylvania
$7.05M -$698K -28,368 -9%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$6.43M +$5.16M +210,008 +464%
MCM
21
Matarin Capital Management
New York
$5.87M -$1.32M -53,868 -19%
AQR Capital Management
22
AQR Capital Management
Connecticut
$5.82M +$1.63M +66,414 +40%
CS
23
Credit Suisse
Switzerland
$5.57M +$3.74M +152,288 +221%
Morgan Stanley
24
Morgan Stanley
New York
$5.52M -$656K -26,664 -11%
Charles Schwab
25
Charles Schwab
California
$5.3M +$481K +19,569 +10%

UVE Hedge Fund Activity: Q2 2017 in Review

169 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2017, worth a combined $644M — up 3% from $626M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UVE positions and 15 closed out — a net gain of 1 holder — while 59 added to existing stakes and 60 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $5.16M. The largest seller was Arrowstreet Capital, cutting an estimated $6.33M.

  • 169 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2017, up from 168 in Q1 2017.
  • Funds reported $644M of Universal Insurance Holdings stock for Q2 2017, up 3% quarter-over-quarter.
  • 16 funds opened new Universal Insurance Holdings positions in Q2 2017 and 15 closed out, a net change of +1 holder.
  • The largest Universal Insurance Holdings buyer in Q2 2017 was Fidelity Investments, an estimated $5.16M added.
  • The largest Universal Insurance Holdings seller in Q2 2017 was Arrowstreet Capital, an estimated $6.33M sold.

Based on aggregated 13F filings for Q2 2017.