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Universal Insurance Holdings

132 hedge funds and large institutions have $303M invested in Universal Insurance Holdings in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 53 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 136132 (-4)

3.65% less ownership

Funds ownership: 71.4%67.75% (-3.6%)

10% less capital invested

Capital invested by funds: $338M → $303M (-$34.8M)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

14% less call options, than puts

Call options by funds: $738K | Put options by funds: $856K

26% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 53

Holders
132
Holders Change
-4
Holders Change %
-2.94%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
39
Reduced
53
Closed
16
Calls
$738K
Puts
$856K
Net Calls
-$118K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$65.1M +$3.26M +218,514 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$43.6M -$591K -39,572 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$21.9M -$1.54M -103,158 -6%
LSV Asset Management
4
LSV Asset Management
Illinois
$19.7M -$1.44M -96,254 -7%
State Street
5
State Street
Massachusetts
$13.9M +$410K +27,438 +3%
SCM
6
Stadium Capital Management
Connecticut
$8.96M
RH
7
RenaissanceRe Holdings
Bermuda
$8.37M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.58M +$556K +37,230 +9%
Invesco
9
Invesco
Georgia
$6.49M +$2.37M +158,397 +54%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$5.66M -$835K -55,884 -12%
N
11
Nuveen
North Carolina
$5.34M -$201K -13,431 -3%
Charles Schwab
12
Charles Schwab
California
$5.15M +$191K +12,765 +4%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$4.83M +$1.14M +76,530 +29%
Northern Trust
14
Northern Trust
Illinois
$4.69M -$670K -44,835 -12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.14M -$337K -22,551 -7%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$4.14M -$17.2K -1,154 -0.4%
Prudential Financial
17
Prudential Financial
New Jersey
$3.53M -$547K -36,610 -13%
PCM
18
Peregrine Capital Management
Minnesota
$3.04M -$4.09M -273,672 -56%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$2.98M +$865K +57,900 +39%
Two Sigma Investments
20
Two Sigma Investments
New York
$2.91M +$1.58M +105,983 +109%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.8M -$14.6K -974 -0.5%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$2.72M +$193K +12,937 +7%
MLIM
23
Mountain Lake Investment Management
Florida
$2.58M +$374K +25,000 +16%
Morgan Stanley
24
Morgan Stanley
New York
$2.53M -$228K -15,235 -8%
Millennium Management
25
Millennium Management
New York
$2.3M -$2.45M -163,730 -51%

UVE Hedge Fund Activity: Q1 2021 in Review

132 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2021, worth a combined $303M — down 10% from $338M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UVE and 14 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 39 added.

The largest buyer was BlackRock, adding an estimated $3.26M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $9.37M sold.

  • 132 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2021, down from 136 in Q4 2020.
  • Funds reported $303M of Universal Insurance Holdings stock for Q1 2021, down 10% quarter-over-quarter.
  • 14 funds opened new Universal Insurance Holdings positions in Q1 2021 and 16 closed out, a net change of -2 holders.
  • The largest Universal Insurance Holdings buyer in Q1 2021 was BlackRock, an estimated $3.26M added.
  • The largest Universal Insurance Holdings seller in Q1 2021 was Epoch Investment Partners, an estimated $9.37M sold.

Based on aggregated 13F filings for Q1 2021.