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Universal Insurance Holdings

225 hedge funds and large institutions have $888M invested in Universal Insurance Holdings in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 68 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more call options, than puts

Call options by funds: $4.7M | Put options by funds: $734K

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

22% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 68

11% more capital invested

Capital invested by funds: $801M → $888M (+$86.9M)

10% more funds holding

Funds holding: 205225 (+20)

1.61% more ownership

Funds ownership: 71.99%73.6% (+1.6%)

Holders
225
Holders Change
+20
Holders Change %
+9.76%
% of All Funds
5.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
83
Reduced
68
Closed
10
Calls
$4.7M
Puts
$734K
Net Calls
+$3.96M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$157M +$10.2M +300,628 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$115M +$9.43M +277,201 +9%
LSV Asset Management
3
LSV Asset Management
Illinois
$60.1M +$912K +26,801 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$60M +$1.11M +32,633 +2%
State Street
5
State Street
Massachusetts
$30.6M +$1.46M +42,790 +5%
JP Morgan Chase
6
JP Morgan Chase
New York
$28.4M +$9.13M +268,291 +50%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$17.7M -$182K -5,349 -1%
Allianz Asset Management
8
Allianz Asset Management
Germany
$17.3M -$7.46M -219,156 -31%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$15.9M -$16.3M -479,055 -51%
Northern Trust
10
Northern Trust
Illinois
$15.6M +$1.87M +55,015 +14%
AQR Capital Management
11
AQR Capital Management
Connecticut
$15.5M -$1.83M -53,879 -11%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$13.8M +$1.82M +53,389 +16%
Charles Schwab
13
Charles Schwab
California
$12.9M +$805K +23,650 +7%
Ameriprise
14
Ameriprise
Minnesota
$12.8M +$189K +5,562 +2%
TA
15
Teachers Advisors
New York
$12M +$693K +20,361 +6%
Invesco
16
Invesco
Georgia
$10.5M +$2.86M +84,030 +39%
Principal Financial Group
17
Principal Financial Group
Iowa
$9.81M +$1.02M +29,933 +12%
TCIM
18
TIAA CREF Investment Management
New York
$9.41M -$1.72M -50,631 -16%
HW
19
Hancock Whitney
Mississippi
$9.1M -$2.07M -60,790 -19%
Wells Fargo
20
Wells Fargo
California
$8.99M -$115K -3,373 -1%
MCM
21
Matarin Capital Management
New York
$8.91M -$360K -10,568 -4%
Goldman Sachs
22
Goldman Sachs
New York
$8.29M +$2.09M +61,548 +35%
CEP
23
Chicago Equity Partners
Illinois
$8.04M -$2.4M -70,625 -24%
MLIM
24
Mountain Lake Investment Management
Florida
$7.02M -$936K -27,500 -12%
Deutsche Bank
25
Deutsche Bank
Germany
$6.67M -$83.5K -2,455 -1%

UVE Hedge Fund Activity: Q2 2018 in Review

225 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2018, worth a combined $888M — up 11% from $801M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UVE positions and 10 closed out — a net gain of 20 holders — while 83 added to existing stakes and 68 trimmed.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $17.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $16.3M.

  • 225 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2018, up from 205 in Q1 2018.
  • Funds reported $888M of Universal Insurance Holdings stock for Q2 2018, up 11% quarter-over-quarter.
  • 30 funds opened new Universal Insurance Holdings positions in Q2 2018 and 10 closed out, a net change of +20 holders.
  • The largest Universal Insurance Holdings buyer in Q2 2018 was Epoch Investment Partners, an estimated $17.4M added.
  • The largest Universal Insurance Holdings seller in Q2 2018 was Schroder Investment Management Group, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2018.