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Universal Insurance Holdings

175 hedge funds and large institutions have $709M invested in Universal Insurance Holdings in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $618M → $709M (+$91.4M)

9% more funds holding

Funds holding: 160175 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.76% less ownership

Funds ownership: 77.06%75.31% (-1.8%)

34% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 71

67% less call options, than puts

Call options by funds: $1.15M | Put options by funds: $3.52M

Holders
175
Holders Change
+15
Holders Change %
+9.38%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
47
Reduced
71
Closed
15
Calls
$1.15M
Puts
$3.52M
Net Calls
-$2.37M
Net Calls Change
+$6.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$112M +$1.57M +62,649 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$85.7M -$12.1M -480,710 -13%
LSV Asset Management
3
LSV Asset Management
Illinois
$46.1M -$959K -38,200 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.4M +$884K +35,209 +2%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$31M -$2.16M -86,200 -7%
State Street
6
State Street
Massachusetts
$22.7M +$1.02M +40,434 +5%
CRM
7
Capital Returns Management
New York
$21.5M -$1.08M -42,817 -5%
Allianz Asset Management
8
Allianz Asset Management
Germany
$19.7M -$4.61M -183,466 -20%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.1M -$1.25M -49,676 -9%
CS
10
Credit Suisse
Switzerland
$13M -$6.37M -253,551 -35%
Millennium Management
11
Millennium Management
New York
$12.3M +$2.54M +101,278 +29%
JP Morgan Chase
12
JP Morgan Chase
New York
$11.5M +$1.05M +41,838 +11%
HW
13
Hancock Whitney
Mississippi
$11.5M -$1.31M -52,284 -11%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$11M -$1.75M -69,661 -15%
Ameriprise
15
Ameriprise
Minnesota
$10.9M -$1.26M -50,182 -11%
Northern Trust
16
Northern Trust
Illinois
$10.6M -$446K -17,765 -4%
AQR Capital Management
17
AQR Capital Management
Connecticut
$10M +$1.27M +50,514 +16%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$8.95M +$1.62M +64,716 +25%
TA
19
Teachers Advisors
New York
$8.78M -$4.35M -173,210 -35%
Charles Schwab
20
Charles Schwab
California
$8.7M +$2.52M +100,257 +46%
Wells Fargo
21
Wells Fargo
California
$8.36M -$327K -13,033 -4%
CEP
22
Chicago Equity Partners
Illinois
$8.29M -$1.15M -45,640 -13%
MCM
23
Matarin Capital Management
New York
$7.48M -$263K -10,467 -4%
Principal Financial Group
24
Principal Financial Group
Iowa
$6.59M -$707K -28,146 -10%
TCIM
25
TIAA CREF Investment Management
New York
$6.36M +$1.17M +46,556 +25%

UVE Hedge Fund Activity: Q4 2017 in Review

175 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2017, worth a combined $709M — up 15% from $618M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new UVE positions and 15 closed out — a net gain of 16 holders — while 47 added to existing stakes and 71 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.54M. The largest seller was Vanguard Group, cutting an estimated $12.1M.

  • 175 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2017, up from 160 in Q3 2017.
  • Funds reported $709M of Universal Insurance Holdings stock for Q4 2017, up 15% quarter-over-quarter.
  • 31 funds opened new Universal Insurance Holdings positions in Q4 2017 and 15 closed out, a net change of +16 holders.
  • The largest Universal Insurance Holdings buyer in Q4 2017 was Millennium Management, an estimated $2.54M added.
  • The largest Universal Insurance Holdings seller in Q4 2017 was Vanguard Group, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2017.