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Universal Insurance Holdings

162 hedge funds and large institutions have $690M invested in Universal Insurance Holdings in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.85% more ownership

Funds ownership: 71.35%74.2% (+2.9%)

7% more call options, than puts

Call options by funds: $1.93M | Put options by funds: $1.79M

6% less capital invested

Capital invested by funds: $731M → $690M (-$41.1M)

7% less funds holding

Funds holding: 175162 (-13)

14% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 63

30% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 27

Holders
162
Holders Change
-13
Holders Change %
-7.43%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
54
Reduced
63
Closed
27
Calls
$1.93M
Puts
$1.79M
Net Calls
+$133K
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$134M +$2.2M +76,030 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$89.9M -$211K -7,304 -0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$48.8M -$1.03M -35,480 -2%
LSV Asset Management
4
LSV Asset Management
Illinois
$37.3M +$510K +17,640 +1%
State Street
5
State Street
Massachusetts
$27.1M +$1.53M +52,836 +6%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$22.7M +$223K +7,713 +1%
RH
7
RenaissanceRe Holdings
Bermuda
$16.3M +$16.9M +583,771 New
EIP
8
Epoch Investment Partners
New York
$15.7M -$8.13M -281,021 -33%
N
9
Nuveen
North Carolina
$14.7M -$244K -8,434 -2%
SCM
10
Stadium Capital Management
Connecticut
$13.6M +$5.05M +174,520 +56%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$13.2M +$868K +30,026 +7%
Northern Trust
12
Northern Trust
Illinois
$12.2M -$447K -15,471 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$11.9M -$125K -4,334 -1%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$10.3M +$1.54M +53,297 +17%
AQR Capital Management
15
AQR Capital Management
Connecticut
$9.37M -$2.96M -102,262 -23%
Charles Schwab
16
Charles Schwab
California
$8.54M +$453K +15,661 +5%
CS
17
Credit Suisse
Switzerland
$8.49M +$1.81M +62,724 +26%
Ameriprise
18
Ameriprise
Minnesota
$7.91M -$1.53M -52,975 -16%
WG
19
Winton Group
United Kingdom
$7.52M +$7.34M +253,773 +1,705%
Principal Financial Group
20
Principal Financial Group
Iowa
$6.82M -$198K -6,862 -3%
AAMU
21
Amundi Asset Management US
Massachusetts
$6.3M +$3.03M +104,712 +87%
PCM
22
Peregrine Capital Management
Minnesota
$5.75M +$2.07M +71,633 +54%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$5.5M +$3.74M +129,447 +194%
BCM
24
Bridgeway Capital Management
Texas
$5.18M
Goldman Sachs
25
Goldman Sachs
New York
$5.06M +$2.84M +98,225 +119%

UVE Hedge Fund Activity: Q4 2019 in Review

162 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2019, worth a combined $690M — down 5.6% from $731M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UVE and 19 opened new positions — a net loss of 8 holders — while 63 trimmed existing stakes and 54 added.

The largest buyer was Winton Group, adding an estimated $7.34M. The largest seller was Marshall Wace, exiting entirely with an estimated $12.7M sold.

  • 162 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2019, down from 175 in Q3 2019.
  • Funds reported $690M of Universal Insurance Holdings stock for Q4 2019, down 5.6% quarter-over-quarter.
  • 19 funds opened new Universal Insurance Holdings positions in Q4 2019 and 27 closed out, a net change of -8 holders.
  • The largest Universal Insurance Holdings buyer in Q4 2019 was Winton Group, an estimated $7.34M added.
  • The largest Universal Insurance Holdings seller in Q4 2019 was Marshall Wace, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2019.