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Universal Insurance Holdings

128 hedge funds and large institutions have $271M invested in Universal Insurance Holdings in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $799K | Put options by funds: $764K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.29% less ownership

Funds ownership: 68.61%67.32% (-1.3%)

6% less capital invested

Capital invested by funds: $288M → $271M (-$17M)

7% less funds holding

Funds holding: 138128 (-10)

24% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 50

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
128
Holders Change
-10
Holders Change %
-7.25%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
38
Reduced
50
Closed
15
Calls
$799K
Puts
$764K
Net Calls
+$35K
Net Calls Change
+$198K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$58.1M -$634K -50,254 -1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$24.3M +$1.75M +138,997 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.1M -$13.2M -1,049,508 -36%
Invesco
4
Invesco
Georgia
$20.2M +$4.75M +376,593 +32%
LSV Asset Management
5
LSV Asset Management
Illinois
$16.8M -$120K -9,500 -0.7%
State Street
6
State Street
Massachusetts
$15.9M +$193K +15,280 +1%
DSC
7
Donald Smith & Co
New York
$13.1M +$1.4M +110,915 +12%
RH
8
RenaissanceRe Holdings
Bermuda
$7.61M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.15M -$296K -23,472 -5%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$6.03M +$446K +35,353 +8%
Charles Schwab
11
Charles Schwab
California
$5.84M +$547K +43,365 +11%
BCM
12
Bridgeway Capital Management
Texas
$5.69M -$317K -25,094 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.11M -$249K -19,761 -5%
N
14
Nuveen
North Carolina
$4.16M -$5.55K -440 -0.1%
Morgan Stanley
15
Morgan Stanley
New York
$4.01M +$1.89M +149,907 +95%
Northern Trust
16
Northern Trust
Illinois
$3.65M -$249K -19,726 -7%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$2.67M +$1.48M +117,200 +133%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$2.49M +$33.8K +2,682 +1%
Los Angeles Capital Management
19
Los Angeles Capital Management
California
$2.37M +$339K +26,860 +17%
AQR Capital Management
20
AQR Capital Management
Connecticut
$2.32M +$1.17M +92,453 +108%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.25M -$163K -12,907 -7%
PAM
22
Panagora Asset Management
Massachusetts
$2.05M +$495K +39,207 +33%
Ameriprise
23
Ameriprise
Minnesota
$1.55M +$12.9K +1,024 +0.9%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$1.46M +$108K +8,585 +8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.43M -$378 -30 -0%

UVE Hedge Fund Activity: Q2 2022 in Review

128 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2022, worth a combined $271M — down 5.9% from $288M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UVE and 9 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 38 added.

The largest buyer was Invesco, adding an estimated $4.75M. The largest seller was Vanguard Group, cutting an estimated $13.2M.

  • 128 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2022, down from 138 in Q1 2022.
  • Funds reported $271M of Universal Insurance Holdings stock for Q2 2022, down 5.9% quarter-over-quarter.
  • 9 funds opened new Universal Insurance Holdings positions in Q2 2022 and 15 closed out, a net change of -6 holders.
  • The largest Universal Insurance Holdings buyer in Q2 2022 was Invesco, an estimated $4.75M added.
  • The largest Universal Insurance Holdings seller in Q2 2022 was Vanguard Group, an estimated $13.2M sold.

Based on aggregated 13F filings for Q2 2022.