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Universal Insurance Holdings

150 hedge funds and large institutions have $427M invested in Universal Insurance Holdings in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $2.09M | Put options by funds: $1.35M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.93% less ownership

Funds ownership: 74.2%73.27% (-0.93%)

7% less funds holding

Funds holding: 162150 (-12)

22% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 59

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

38% less capital invested

Capital invested by funds: $690M → $427M (-$263M)

Holders
150
Holders Change
-12
Holders Change %
-7.41%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
46
Reduced
59
Closed
24
Calls
$2.09M
Puts
$1.35M
Net Calls
+$734K
Net Calls Change
+$601K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$83.6M -$2.62M -114,114 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58M +$543K +23,680 +0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$30.5M -$1M -43,747 -3%
LSV Asset Management
4
LSV Asset Management
Illinois
$24.2M +$464K +20,240 +2%
State Street
5
State Street
Massachusetts
$18.5M +$1.46M +63,699 +7%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$14.3M -$248K -10,796 -1%
EIP
7
Epoch Investment Partners
New York
$11.5M +$1.86M +80,981 +14%
SCM
8
Stadium Capital Management
Connecticut
$10.8M +$2.74M +119,438 +25%
RH
9
RenaissanceRe Holdings
Bermuda
$10.5M
N
10
Nuveen
North Carolina
$8.43M -$1.26M -54,824 -10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.21M +$754K +32,876 +8%
Northern Trust
12
Northern Trust
Illinois
$7.87M +$114K +4,989 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.75M -$885K -38,558 -8%
Charles Schwab
14
Charles Schwab
California
$6.1M +$807K +35,184 +12%
CS
15
Credit Suisse
Switzerland
$5.27M -$209K -9,105 -3%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$4.43M +$1.16M +50,722 +26%
Principal Financial Group
17
Principal Financial Group
Iowa
$4.16M -$263K -11,456 -5%
Citadel Advisors
18
Citadel Advisors
Florida
$4.08M +$2.5M +109,040 +92%
AQR Capital Management
19
AQR Capital Management
Connecticut
$4.06M -$2.48M -108,101 -32%
WG
20
Winton Group
United Kingdom
$3.8M -$1.3M -56,447 -21%
PCM
21
Peregrine Capital Management
Minnesota
$3.64M -$55.8K -2,430 -1%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$3.36M -$4.11M -179,193 -49%
UBS Group
23
UBS Group
Switzerland
$3.35M +$572K +24,925 +15%
Ameriprise
24
Ameriprise
Minnesota
$3.28M -$2.29M -99,626 -35%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$3.15M +$189K +8,240 +5%

UVE Hedge Fund Activity: Q1 2020 in Review

150 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2020, worth a combined $427M — down 38% from $690M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UVE and 15 opened new positions — a net loss of 9 holders — while 59 trimmed existing stakes and 46 added.

The largest buyer was Stadium Capital Management, adding an estimated $2.74M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $4.14M sold.

  • 150 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2020, down from 162 in Q4 2019.
  • Funds reported $427M of Universal Insurance Holdings stock for Q1 2020, down 38% quarter-over-quarter.
  • 15 funds opened new Universal Insurance Holdings positions in Q1 2020 and 24 closed out, a net change of -9 holders.
  • The largest Universal Insurance Holdings buyer in Q1 2020 was Stadium Capital Management, an estimated $2.74M added.
  • The largest Universal Insurance Holdings seller in Q1 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $4.14M sold.

Based on aggregated 13F filings for Q1 2020.