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Universal Insurance Holdings

140 hedge funds and large institutions have $318M invested in Universal Insurance Holdings in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.95% less ownership

Funds ownership: 73.54%72.59% (-0.95%)

7% less funds holding

Funds holding: 151140 (-11)

22% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 50

25% less capital invested

Capital invested by funds: $423M → $318M (-$104M)

33% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 27

87% less call options, than puts

Call options by funds: $100K | Put options by funds: $753K

Holders
140
Holders Change
-11
Holders Change %
-7.28%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
39
Reduced
50
Closed
27
Calls
$100K
Puts
$753K
Net Calls
-$653K
Net Calls Change
-$844K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$59M -$6.16M -348,668 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$43.6M -$1.61M -91,028 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$22.7M -$1.4M -79,069 -5%
LSV Asset Management
4
LSV Asset Management
Illinois
$18.4M -$327K -18,500 -1%
State Street
5
State Street
Massachusetts
$13.2M -$915K -51,820 -5%
Invesco
6
Invesco
Georgia
$10.1M +$10.3M +581,128 +386%
EIP
7
Epoch Investment Partners
New York
$9.55M +$415K +23,502 +4%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$8.93M -$2.52M -142,842 -18%
SCM
9
Stadium Capital Management
Connecticut
$8.65M -$5.01M -283,625 -31%
RH
10
RenaissanceRe Holdings
Bermuda
$8.08M
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$6.3M +$5.98M +338,871 +291%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$6.06M +$109K +6,148 +1%
N
13
Nuveen
North Carolina
$5.71M -$1.47M -83,425 -17%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$5.67M -$269K -15,230 -4%
Northern Trust
15
Northern Trust
Illinois
$5.41M -$409K -23,141 -6%
Prudential Financial
16
Prudential Financial
New Jersey
$4.73M +$1.69M +95,897 +39%
Charles Schwab
17
Charles Schwab
California
$4.47M -$57.5K -3,256 -1%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$4.03M -$330K -18,685 -6%
PCM
19
Peregrine Capital Management
Minnesota
$3.9M +$1.34M +75,975 +37%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.87M -$270K -15,321 -7%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$2.86M +$634K +35,941 +21%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$2.54M -$3.17M -179,720 -50%
Renaissance Technologies
23
Renaissance Technologies
New York
$2.36M +$1.74M +98,800 +137%
Goldman Sachs
24
Goldman Sachs
New York
$2.3M +$254K +14,415 +9%
Ameriprise
25
Ameriprise
Minnesota
$2.26M -$284K -16,079 -9%

UVE Hedge Fund Activity: Q3 2020 in Review

140 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2020, worth a combined $318M — down 25% from $423M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UVE and 18 opened new positions — a net loss of 9 holders — while 50 trimmed existing stakes and 39 added.

The largest buyer was Invesco, adding an estimated $10.3M. The largest seller was BlackRock, cutting an estimated $6.16M.

  • 140 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2020, down from 151 in Q2 2020.
  • Funds reported $318M of Universal Insurance Holdings stock for Q3 2020, down 25% quarter-over-quarter.
  • 18 funds opened new Universal Insurance Holdings positions in Q3 2020 and 27 closed out, a net change of -9 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2020 was Invesco, an estimated $10.3M added.
  • The largest Universal Insurance Holdings seller in Q3 2020 was BlackRock, an estimated $6.16M sold.

Based on aggregated 13F filings for Q3 2020.