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Universal Insurance Holdings
UVE

130 hedge funds and large institutions have $289M invested in Universal Insurance Holdings in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

5% less capital invested

Capital invested by funds: $303M → $289M (-$14.3M)

1.07% less ownership

Funds ownership: 67.75% → 66.68% (-1.1%)

2% less funds holding

Funds holding: 132 → 130 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

78% less call options, than puts

Call options by funds: $650K | Put options by funds: $2.97M

Holders
130
Holders Change
-2
Holders Change %
-1.52%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
48
Reduced
48
Closed
15
Calls
$650K
Puts
$2.97M
Net Calls
-$2.32M
Net Calls Change
-$2.2M

Top Buyers

1
DSC
Donald Smith & Co
New York
+$5.15M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.02M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.01M
4
Charles Schwab
Charles Schwab
California
+$917K
5
Norges Bank
Norges Bank
Norway
+$420K

Top Sellers

1
PCM
Peregrine Capital Management
Minnesota
-$3.04M
2
MLIM
Mountain Lake Investment Management
Florida
-$2.58M
3
Prudential Financial
Prudential Financial
New Jersey
-$1.48M
4
SCM
Stadium Capital Management
Connecticut
-$1.23M
5
Millennium Management
Millennium Management
New York
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$63.3M +$298K +21,202 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.9M -$325K -23,140 -0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$21.6M +$382K +27,180 +2%
LSV Asset Management
4
LSV Asset Management
Illinois
$18.9M -$145K -10,300 -0.7%
State Street
5
State Street
Massachusetts
$13.1M -$337K -24,000 -2%
RH
6
RenaissanceRe Holdings
Bermuda
$8.1M – – –
SCM
7
Stadium Capital Management
Connecticut
$7.46M -$1.23M -87,818 -14%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$6.48M +$1.02M +72,503 +18%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.42M +$56.6K +4,028 +0.9%
Invesco
10
Invesco
Georgia
$6.23M -$44K -3,134 -0.7%
Charles Schwab
11
Charles Schwab
California
$5.89M +$917K +65,320 +18%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$5.67M +$1.01M +71,855 +21%
DSC
13
Donald Smith & Co
New York
$5.09M +$5.15M +366,460 New
N
14
Nuveen
North Carolina
$4.84M -$331K -23,541 -6%
Northern Trust
15
Northern Trust
Illinois
$4.26M -$281K -20,016 -6%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$4.09M +$84.6K +6,024 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.72M -$292K -20,792 -7%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$2.9M +$15.4K +1,100 +0.5%
Two Sigma Investments
19
Two Sigma Investments
New York
$2.77M -$52.2K -3,718 -2%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.73M +$23.2K +1,655 +0.8%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$2.65M +$9.32K +664 +0.3%
Citadel Advisors
22
Citadel Advisors
Florida
$2.32M +$381K +27,156 +19%
Morgan Stanley
23
Morgan Stanley
New York
$2.21M -$241K -17,192 -10%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.97M -$67.8K -4,829 -3%
Prudential Financial
25
Prudential Financial
New Jersey
$1.95M -$1.48M -105,734 -43%
1
2 3 4 5

UVE Hedge Fund Activity: Q2 2021 in Review

130 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2021, worth a combined $289M — down 4.7% from $303M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UVE and 13 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 48 added.

The largest buyer was Donald Smith & Co, opening a new position worth an estimated $5.15M. The largest seller was Peregrine Capital Management, exiting entirely with an estimated $3.04M sold.

  • 130 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2021, down from 132 in Q1 2021.
  • Funds reported $289M of Universal Insurance Holdings stock for Q2 2021, down 4.7% quarter-over-quarter.
  • 13 funds opened new Universal Insurance Holdings positions in Q2 2021 and 15 closed out, a net change of -2 holders.
  • The largest Universal Insurance Holdings buyer in Q2 2021 was Donald Smith & Co, an estimated $5.15M added.
  • The largest Universal Insurance Holdings seller in Q2 2021 was Peregrine Capital Management, an estimated $3.04M sold.

Based on aggregated 13F filings for Q2 2021.