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Universal Insurance Holdings

160 hedge funds and large institutions have $618M invested in Universal Insurance Holdings in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 52

4.21% more ownership

Funds ownership: 72.85%77.06% (+4.2%)

4% less capital invested

Capital invested by funds: $644M → $618M (-$26.8M)

5% less funds holding

Funds holding: 169160 (-9)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

75% less call options, than puts

Call options by funds: $2.86M | Put options by funds: $11.5M

Holders
160
Holders Change
-9
Holders Change %
-5.33%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
69
Reduced
52
Closed
25
Calls
$2.86M
Puts
$11.5M
Net Calls
-$8.62M
Net Calls Change
-$8.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$92.7M +$1.89M +83,108 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$83.1M -$2.67M -117,523 -3%
LSV Asset Management
3
LSV Asset Management
Illinois
$39.6M +$1.38M +60,900 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$37.3M -$194K -8,557 -0.5%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$28.2M -$3.6M -158,600 -11%
Allianz Asset Management
6
Allianz Asset Management
Germany
$20.8M +$222K +9,771 +1%
CRM
7
Capital Returns Management
New York
$19.1M +$18.8M +828,787 New
State Street
8
State Street
Massachusetts
$18.2M -$410K -18,058 -2%
CS
9
Credit Suisse
Switzerland
$16.8M +$11.5M +507,247 +229%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$12.2M +$15.5K +681 +0.1%
TA
11
Teachers Advisors
New York
$11.4M -$3.67M -161,716 -25%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$10.9M -$147K -6,466 -1%
HW
13
Hancock Whitney
Mississippi
$10.8M -$779K -34,306 -7%
Ameriprise
14
Ameriprise
Minnesota
$10.4M +$577K +25,417 +6%
Northern Trust
15
Northern Trust
Illinois
$9.34M -$70.7K -3,114 -0.8%
JP Morgan Chase
16
JP Morgan Chase
New York
$8.73M +$1.72M +75,878 +25%
Millennium Management
17
Millennium Management
New York
$8.03M +$5.3M +233,722 +203%
CEP
18
Chicago Equity Partners
Illinois
$8.02M +$633K +27,885 +9%
Wells Fargo
19
Wells Fargo
California
$7.33M -$41.4K -1,826 -0.6%
AQR Capital Management
20
AQR Capital Management
Connecticut
$7.28M +$1.94M +85,431 +37%
MCM
21
Matarin Capital Management
New York
$6.53M +$1.16M +51,009 +22%
Principal Financial Group
22
Principal Financial Group
Iowa
$6.19M -$302K -13,291 -5%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$6.04M +$168K +7,402 +3%
MLIM
24
Mountain Lake Investment Management
Florida
$5.23M +$5.16M +227,500 New
Charles Schwab
25
Charles Schwab
California
$5.01M +$168K +7,390 +4%

UVE Hedge Fund Activity: Q3 2017 in Review

160 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2017, worth a combined $618M — down 4.2% from $644M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of UVE and 18 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 69 added.

The largest buyer was Capital Returns Management, opening a new position worth an estimated $18.8M. The largest seller was Gillson Capital, cutting an estimated $7.36M.

  • 160 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2017, down from 169 in Q2 2017.
  • Funds reported $618M of Universal Insurance Holdings stock for Q3 2017, down 4.2% quarter-over-quarter.
  • 18 funds opened new Universal Insurance Holdings positions in Q3 2017 and 25 closed out, a net change of -7 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2017 was Capital Returns Management, an estimated $18.8M added.
  • The largest Universal Insurance Holdings seller in Q3 2017 was Gillson Capital, an estimated $7.36M sold.

Based on aggregated 13F filings for Q3 2017.