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Universal Insurance Holdings

201 hedge funds and large institutions have $788M invested in Universal Insurance Holdings in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 78 increasing their positions, 77 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 77

5% less call options, than puts

Call options by funds: $3.27M | Put options by funds: $3.46M

1.44% less ownership

Funds ownership: 74.36%72.92% (-1.4%)

18% less funds holding

Funds holding: 244201 (-43)

19% less capital invested

Capital invested by funds: $973M → $788M (-$185M)

76% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 54

Holders
201
Holders Change
-43
Holders Change %
-17.62%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
78
Reduced
77
Closed
54
Calls
$3.27M
Puts
$3.46M
Net Calls
-$182K
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$143M +$395K +11,022 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M -$1.27M -35,447 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.1M -$383K -10,687 -0.6%
LSV Asset Management
4
LSV Asset Management
Illinois
$38.4M -$3.64M -101,544 -8%
State Street
5
State Street
Massachusetts
$28.7M +$370K +10,307 +1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$24.9M +$3.56M +99,133 +14%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$17.8M +$3.18M +88,579 +18%
EIP
8
Epoch Investment Partners
New York
$16.4M -$10.9M -303,224 -36%
AQR Capital Management
9
AQR Capital Management
Connecticut
$14.2M +$1.15M +32,188 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$14M +$648K +18,067 +4%
Northern Trust
11
Northern Trust
Illinois
$13.9M -$64.7K -1,805 -0.4%
Allianz Asset Management
12
Allianz Asset Management
Germany
$13.9M +$699K +19,476 +5%
Ameriprise
13
Ameriprise
Minnesota
$12.7M +$1.14M +31,707 +8%
TA
14
Teachers Advisors
New York
$10.8M -$36.3K -1,012 -0.3%
Invesco
15
Invesco
Georgia
$10.5M -$1.59M -44,323 -12%
APG Asset Management
16
APG Asset Management
Netherlands
$10.2M +$4.61M +128,600 +54%
Principal Financial Group
17
Principal Financial Group
Iowa
$8.6M -$297K -8,284 -3%
Charles Schwab
18
Charles Schwab
California
$8.11M +$573K +15,965 +7%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$7.61M -$559K -15,578 -6%
Bank of America
20
Bank of America
North Carolina
$7.48M +$7.65M +213,149 +757%
CS
21
Credit Suisse
Switzerland
$6.95M +$576K +16,063 +8%
HW
22
Hancock Whitney
Mississippi
$6.67M -$555K -15,484 -7%
CEP
23
Chicago Equity Partners
Illinois
$6.67M +$66.4K +1,850 +0.9%
SCM
24
Stadium Capital Management
Connecticut
$6.5M +$7.52M +209,554 New
MCM
25
Matarin Capital Management
New York
$6.07M +$119K +3,306 +2%

UVE Hedge Fund Activity: Q1 2019 in Review

201 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2019, worth a combined $788M — down 19% from $973M a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of UVE and 13 opened new positions — a net loss of 41 holders — while 77 trimmed existing stakes and 78 added.

The largest buyer was Bank of America, adding an estimated $7.65M. The largest seller was Epoch Investment Partners, cutting an estimated $10.9M.

  • 201 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2019, down from 244 in Q4 2018.
  • Funds reported $788M of Universal Insurance Holdings stock for Q1 2019, down 19% quarter-over-quarter.
  • 13 funds opened new Universal Insurance Holdings positions in Q1 2019 and 54 closed out, a net change of -41 holders.
  • The largest Universal Insurance Holdings buyer in Q1 2019 was Bank of America, an estimated $7.65M added.
  • The largest Universal Insurance Holdings seller in Q1 2019 was Epoch Investment Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2019.