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Universal Insurance Holdings

138 hedge funds and large institutions have $359M invested in Universal Insurance Holdings in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

32% more capital invested

Capital invested by funds: $272M → $359M (+$87.4M)

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

5% more funds holding

Funds holding: 131138 (+7)

1.22% more ownership

Funds ownership: 66.61%67.82% (+1.2%)

30% less call options, than puts

Call options by funds: $762K | Put options by funds: $1.09M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
46
Reduced
39
Closed
12
Calls
$762K
Puts
$1.09M
Net Calls
-$325K
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$76.7M +$1.11M +73,285 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$50.7M -$1.01M -67,042 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.9M +$131K +8,686 +0.6%
LSV Asset Management
4
LSV Asset Management
Illinois
$21.6M -$1.13M -74,800 -6%
State Street
5
State Street
Massachusetts
$16.7M +$472K +31,277 +3%
Invesco
6
Invesco
Georgia
$15.5M +$8.01M +530,611 +140%
DSC
7
Donald Smith & Co
New York
$13.3M +$1.41M +93,035 +13%
RH
8
RenaissanceRe Holdings
Bermuda
$9.92M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$8.04M +$350K +23,204 +5%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$6.82M -$1.5M -99,043 -20%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$6.81M +$1.84M +122,131 +44%
Charles Schwab
12
Charles Schwab
California
$6.41M +$363K +24,000 +7%
N
13
Nuveen
North Carolina
$5.32M -$188K -12,478 -4%
Northern Trust
14
Northern Trust
Illinois
$5.24M -$125K -8,296 -3%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.48M -$96.1K -6,359 -2%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$4.45M -$358K -23,731 -8%
Morgan Stanley
17
Morgan Stanley
New York
$4M +$346K +22,890 +11%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$3.43M +$3.05M +201,827 New
Nordea Investment Management
19
Nordea Investment Management
Sweden
$3.2M
Principal Financial Group
20
Principal Financial Group
Iowa
$3.19M -$78.6K -5,204 -3%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$2.49M -$2.31M -152,811 -51%
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$2.45M +$1.23M +81,495 +131%
BCM
23
Bridgeway Capital Management
Texas
$2.3M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
24
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.26M +$796K +52,700 +66%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$2.24M -$801K -53,000 -29%

UVE Hedge Fund Activity: Q4 2021 in Review

138 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2021, worth a combined $359M — up 32% from $272M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UVE positions and 12 closed out — a net gain of 8 holders — while 46 added to existing stakes and 39 trimmed.

The largest buyer was Invesco, adding an estimated $8.01M. The largest seller was Stadium Capital Management, exiting entirely with an estimated $5.77M sold.

  • 138 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2021, up from 131 in Q3 2021.
  • Funds reported $359M of Universal Insurance Holdings stock for Q4 2021, up 32% quarter-over-quarter.
  • 20 funds opened new Universal Insurance Holdings positions in Q4 2021 and 12 closed out, a net change of +8 holders.
  • The largest Universal Insurance Holdings buyer in Q4 2021 was Invesco, an estimated $8.01M added.
  • The largest Universal Insurance Holdings seller in Q4 2021 was Stadium Capital Management, an estimated $5.77M sold.

Based on aggregated 13F filings for Q4 2021.