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Universal Insurance Holdings
UVE

131 hedge funds and large institutions have $272M invested in Universal Insurance Holdings in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 130 → 131 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.07% less ownership

Funds ownership: 66.68% → 66.61% (-0.07%)

6% less capital invested

Capital invested by funds: $289M → $272M (-$17.1M)

25% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 55

78% less call options, than puts

Call options by funds: $486K | Put options by funds: $2.21M

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
41
Reduced
55
Closed
9
Calls
$486K
Puts
$2.21M
Net Calls
-$1.73M
Net Calls Change
+$587K

Top Buyers

1
DSC
Donald Smith & Co
New York
+$4.44M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.75M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.1M
4
Morgan Stanley
Morgan Stanley
New York
+$728K
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$673K

Top Sellers

1
BlackRock
BlackRock
New York
-$1.7M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.49M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.42M
4
SCM
Stadium Capital Management
Connecticut
-$1.29M
5
Victory Capital Management
Victory Capital Management
Texas
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$57.9M -$1.7M -124,347 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$39.8M +$478K +35,056 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$20.6M +$297K +21,750 +1%
LSV Asset Management
4
LSV Asset Management
Illinois
$17.5M -$284K -20,800 -2%
State Street
5
State Street
Massachusetts
$12.4M +$86.4K +6,335 +0.7%
DSC
6
Donald Smith & Co
New York
$9.02M +$4.44M +325,404 +89%
RH
7
RenaissanceRe Holdings
Bermuda
$7.61M – – –
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$6.52M +$457K +33,466 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.87M -$177K -12,941 -3%
SCM
10
Stadium Capital Management
Connecticut
$5.77M -$1.29M -94,758 -18%
Invesco
11
Invesco
Georgia
$4.95M -$950K -69,594 -15%
Charles Schwab
12
Charles Schwab
California
$4.6M -$981K -71,918 -17%
N
13
Nuveen
North Carolina
$4.3M -$243K -17,807 -5%
Northern Trust
14
Northern Trust
Illinois
$4.13M +$132K +9,710 +3%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$3.9M -$1.49M -109,460 -27%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$3.72M -$127K -9,277 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.63M +$140K +10,249 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$3.52M +$1.75M +128,294 +90%
Morgan Stanley
19
Morgan Stanley
New York
$2.77M +$728K +53,342 +34%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.51M -$57.7K -4,227 -2%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$2.5M -$7.44K -545 -0.3%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$2.41M -$322K -23,600 -11%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.96M -$670K -49,103 -25%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$1.8M +$625K +45,802 +49%
BCM
25
Bridgeway Capital Management
Texas
$1.76M – – –
1
2 3 4 5

UVE Hedge Fund Activity: Q3 2021 in Review

131 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2021, worth a combined $272M — down 5.9% from $289M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UVE positions and 9 closed out — a net gain of 1 holder — while 41 added to existing stakes and 55 trimmed.

The largest buyer was Donald Smith & Co, adding an estimated $4.44M. The largest seller was BlackRock, cutting an estimated $1.7M.

  • 131 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2021, up from 130 in Q2 2021.
  • Funds reported $272M of Universal Insurance Holdings stock for Q3 2021, down 5.9% quarter-over-quarter.
  • 10 funds opened new Universal Insurance Holdings positions in Q3 2021 and 9 closed out, a net change of +1 holder.
  • The largest Universal Insurance Holdings buyer in Q3 2021 was Donald Smith & Co, an estimated $4.44M added.
  • The largest Universal Insurance Holdings seller in Q3 2021 was BlackRock, an estimated $1.7M sold.

Based on aggregated 13F filings for Q3 2021.