We are live on ! Find out more
UVE icon

Universal Insurance Holdings

234 hedge funds and large institutions have $1.29B invested in Universal Insurance Holdings in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $4.35M

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

46% more capital invested

Capital invested by funds: $888M → $1.29B (+$406M)

4% more funds holding

Funds holding: 225234 (+9)

2.84% more ownership

Funds ownership: 73.6%76.44% (+2.8%)

12% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 90

Holders
234
Holders Change
+9
Holders Change %
+4%
% of All Funds
5.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
79
Reduced
90
Closed
24
Calls
$11.8M
Puts
$4.35M
Net Calls
+$7.49M
Net Calls Change
+$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$221M +$3.88M +90,321 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$167M +$7.86M +182,978 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$82.9M -$80.2K -1,866 -0.1%
LSV Asset Management
4
LSV Asset Management
Illinois
$79.9M -$2.84M -65,982 -4%
State Street
5
State Street
Massachusetts
$45.6M +$2.88M +67,034 +8%
JP Morgan Chase
6
JP Morgan Chase
New York
$39.1M -$101K -2,356 -0.3%
EIP
7
Epoch Investment Partners
New York
$37.6M +$11.2M +261,385 +51%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$25M +$431K +10,038 +2%
Northern Trust
9
Northern Trust
Illinois
$22.1M +$449K +10,451 +2%
Allianz Asset Management
10
Allianz Asset Management
Germany
$21.4M -$2.32M -53,959 -11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20.8M +$1.48M +34,471 +9%
Federated Hermes
12
Federated Hermes
Pennsylvania
$19.6M +$10.9M +253,221 +169%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$19.5M +$16.2M +377,849 +1,652%
AQR Capital Management
14
AQR Capital Management
Connecticut
$19.3M -$1.95M -45,447 -10%
Ameriprise
15
Ameriprise
Minnesota
$18.5M +$730K +16,980 +5%
TA
16
Teachers Advisors
New York
$17M +$353K +8,216 +2%
Charles Schwab
17
Charles Schwab
California
$16M -$1.68M -39,027 -11%
Invesco
18
Invesco
Georgia
$15.1M +$585K +13,619 +5%
WG
19
Winton Group
United Kingdom
$14.3M +$12.2M +283,426 +2,745%
Principal Financial Group
20
Principal Financial Group
Iowa
$13.9M +$261K +6,072 +2%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$13.3M -$7.79M -181,219 -40%
HW
22
Hancock Whitney
Mississippi
$13.1M +$426K +9,914 +4%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$12M +$5.97M +138,884 +128%
Goldman Sachs
24
Goldman Sachs
New York
$11.4M -$76K -1,768 -0.7%
CEP
25
Chicago Equity Partners
Illinois
$11.3M +$134K +3,110 +1%

UVE Hedge Fund Activity: Q3 2018 in Review

234 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2018, worth a combined $1.29B — up 46% from $888M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new UVE positions and 24 closed out — a net gain of 11 holders — while 79 added to existing stakes and 90 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $16.2M. The largest seller was Schroder Investment Management Group, cutting an estimated $7.79M.

  • 234 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2018, up from 225 in Q2 2018.
  • Funds reported $1.29B of Universal Insurance Holdings stock for Q3 2018, up 46% quarter-over-quarter.
  • 35 funds opened new Universal Insurance Holdings positions in Q3 2018 and 24 closed out, a net change of +11 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2018 was T. Rowe Price Associates, an estimated $16.2M added.
  • The largest Universal Insurance Holdings seller in Q3 2018 was Schroder Investment Management Group, an estimated $7.79M sold.

Based on aggregated 13F filings for Q3 2018.