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Universal Insurance Holdings

136 hedge funds and large institutions have $338M invested in Universal Insurance Holdings in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $318M → $338M (+$19.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.19% less ownership

Funds ownership: 72.59%71.4% (-1.2%)

3% less funds holding

Funds holding: 140136 (-4)

13% less call options, than puts

Call options by funds: $718K | Put options by funds: $822K

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

39% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 59

Holders
136
Holders Change
-4
Holders Change %
-2.86%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
36
Reduced
59
Closed
25
Calls
$718K
Puts
$822K
Net Calls
-$104K
Net Calls Change
+$549K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$65.3M +$790K +56,034 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$46.5M -$1.03M -73,093 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24.6M -$97.2K -6,897 -0.4%
LSV Asset Management
4
LSV Asset Management
Illinois
$22.2M +$2.01M +142,862 +11%
State Street
5
State Street
Massachusetts
$14.2M -$136K -9,629 -1%
SCM
6
Stadium Capital Management
Connecticut
$9.45M
EIP
7
Epoch Investment Partners
New York
$9.37M -$989K -70,143 -10%
RH
8
RenaissanceRe Holdings
Bermuda
$8.82M
PCM
9
Peregrine Capital Management
Minnesota
$7.34M +$2.87M +203,562 +72%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$6.8M -$71.9K -5,100 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.37M -$226K -16,012 -4%
N
12
Nuveen
North Carolina
$5.83M -$381K -26,996 -7%
Northern Trust
13
Northern Trust
Illinois
$5.62M -$270K -19,189 -5%
Charles Schwab
14
Charles Schwab
California
$5.24M +$337K +23,943 +7%
Millennium Management
15
Millennium Management
New York
$4.9M +$2.86M +202,739 +167%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.71M -$1.39M -98,491 -24%
Invesco
17
Invesco
Georgia
$4.44M -$6.17M -437,639 -60%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$4.38M -$19.6K -1,387 -0.5%
Prudential Financial
19
Prudential Financial
New Jersey
$4.28M -$832K -59,003 -17%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$3.94M +$755K +53,564 +26%
Citadel Advisors
21
Citadel Advisors
Florida
$3.12M +$1.11M +78,624 +62%
Principal Financial Group
22
Principal Financial Group
Iowa
$2.96M -$162K -11,495 -6%
Morgan Stanley
23
Morgan Stanley
New York
$2.89M +$1.48M +105,225 +122%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$2.68M -$6.59M -467,379 -72%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$2.68M -$48.9K -3,466 -2%

UVE Hedge Fund Activity: Q4 2020 in Review

136 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2020, worth a combined $338M — up 6.1% from $318M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of UVE and 21 opened new positions — a net loss of 4 holders — while 59 trimmed existing stakes and 36 added.

The largest buyer was Peregrine Capital Management, adding an estimated $2.87M. The largest seller was T. Rowe Price Associates, cutting an estimated $6.59M.

  • 136 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2020, down from 140 in Q3 2020.
  • Funds reported $338M of Universal Insurance Holdings stock for Q4 2020, up 6.1% quarter-over-quarter.
  • 21 funds opened new Universal Insurance Holdings positions in Q4 2020 and 25 closed out, a net change of -4 holders.
  • The largest Universal Insurance Holdings buyer in Q4 2020 was Peregrine Capital Management, an estimated $2.87M added.
  • The largest Universal Insurance Holdings seller in Q4 2020 was T. Rowe Price Associates, an estimated $6.59M sold.

Based on aggregated 13F filings for Q4 2020.