We are live on ! Find out more
UVE icon

Universal Insurance Holdings

175 hedge funds and large institutions have $731M invested in Universal Insurance Holdings in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $715M → $731M (+$15.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.9% less ownership

Funds ownership: 72.25%71.35% (-0.9%)

1% less funds holding

Funds holding: 177175 (-2)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

68% less call options, than puts

Call options by funds: $2.01M | Put options by funds: $6.22M

Holders
175
Holders Change
-2
Holders Change %
-1.13%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
59
Reduced
66
Closed
20
Calls
$2.01M
Puts
$6.22M
Net Calls
-$4.21M
Net Calls Change
-$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$141M +$1.3M +47,442 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$96.5M -$3.91M -143,133 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.3M +$1.58M +57,910 +3%
LSV Asset Management
4
LSV Asset Management
Illinois
$39.4M +$2.89M +105,769 +9%
State Street
5
State Street
Massachusetts
$27.5M -$579K -21,211 -2%
EIP
6
Epoch Investment Partners
New York
$25.2M +$2.14M +78,335 +10%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$24.1M +$8.17K +299 +0%
N
8
Nuveen
North Carolina
$16M +$3.06M +111,955 +27%
Northern Trust
9
Northern Trust
Illinois
$13.5M -$121K -4,440 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$13.2M -$551K -20,181 -4%
AQR Capital Management
11
AQR Capital Management
Connecticut
$13.1M +$51.8K +1,897 +0.4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$12.9M +$222K +8,144 +2%
Marshall Wace
13
Marshall Wace
United Kingdom
$12.7M +$6.28M +229,933 +119%
Ameriprise
14
Ameriprise
Minnesota
$10.1M -$2.68M -98,247 -23%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$9.4M -$1.65M -60,472 -16%
SCM
16
Stadium Capital Management
Connecticut
$9.29M +$470K +17,200 +6%
Charles Schwab
17
Charles Schwab
California
$8.68M +$574K +20,998 +8%
Principal Financial Group
18
Principal Financial Group
Iowa
$7.51M -$209K -7,648 -3%
MCM
19
Matarin Capital Management
New York
$7.38M +$1.33M +48,618 +25%
CS
20
Credit Suisse
Switzerland
$7.21M +$1.58M +57,896 +32%
MAM
21
Martingale Asset Management
Massachusetts
$5.85M +$1.21M +44,411 +30%
Allianz Asset Management
22
Allianz Asset Management
Germany
$5.67M -$5.65M -206,674 -52%
BCM
23
Bridgeway Capital Management
Texas
$5.55M -$544K -19,900 -10%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$5.18M +$516K +18,899 +12%
Invesco
25
Invesco
Georgia
$5.05M -$4.64M -169,794 -50%

UVE Hedge Fund Activity: Q3 2019 in Review

175 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2019, worth a combined $731M — up 2.2% from $715M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of UVE and 18 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 59 added.

The largest buyer was Marshall Wace, adding an estimated $6.28M. The largest seller was Millennium Management, cutting an estimated $10.5M.

  • 175 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2019, down from 177 in Q2 2019.
  • Funds reported $731M of Universal Insurance Holdings stock for Q3 2019, up 2.2% quarter-over-quarter.
  • 18 funds opened new Universal Insurance Holdings positions in Q3 2019 and 20 closed out, a net change of -2 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2019 was Marshall Wace, an estimated $6.28M added.
  • The largest Universal Insurance Holdings seller in Q3 2019 was Millennium Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2019.