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Universal Insurance Holdings

136 hedge funds and large institutions have $207M invested in Universal Insurance Holdings in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

6% more funds holding

Funds holding: 128136 (+8)

1.01% more ownership

Funds ownership: 67.32%68.33% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less capital invested

Capital invested by funds: $271M → $207M (-$64.5M)

31% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 54

81% less call options, than puts

Call options by funds: $527K | Put options by funds: $2.79M

Holders
136
Holders Change
+8
Holders Change %
+6.25%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
37
Reduced
54
Closed
18
Calls
$527K
Puts
$2.79M
Net Calls
-$2.26M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$42.3M -$1.93M -161,124 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$19.2M +$1.02M +85,486 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.5M +$347K +28,986 +2%
Invesco
4
Invesco
Georgia
$16.4M +$1.38M +115,324 +7%
LSV Asset Management
5
LSV Asset Management
Illinois
$12.4M -$342K -28,600 -2%
State Street
6
State Street
Massachusetts
$11.6M -$465K -38,834 -3%
DSC
7
Donald Smith & Co
New York
$10.9M +$1.21M +100,747 +10%
RH
8
RenaissanceRe Holdings
Bermuda
$5.75M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.78M +$161K +13,462 +3%
Charles Schwab
10
Charles Schwab
California
$4.55M +$165K +13,780 +3%
BCM
11
Bridgeway Capital Management
Texas
$4.34M +$43.1K +3,600 +0.8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.9M +$41.5K +3,466 +0.9%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$3.54M -$1.25M -104,021 -22%
Morgan Stanley
14
Morgan Stanley
New York
$2.78M -$300K -25,028 -8%
Northern Trust
15
Northern Trust
Illinois
$2.75M -$13.3K -1,112 -0.4%
AQR Capital Management
16
AQR Capital Management
Connecticut
$2.67M +$1.12M +93,542 +53%
N
17
Nuveen
North Carolina
$2.52M -$758K -63,341 -20%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$1.99M -$60.4K -5,048 -3%
Millennium Management
19
Millennium Management
New York
$1.83M +$2.23M +186,166 New
Principal Financial Group
20
Principal Financial Group
Iowa
$1.68M -$17.4K -1,451 -0.8%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$1.59M -$246K -20,508 -11%
PAM
22
Panagora Asset Management
Massachusetts
$1.56M +$12.5K +1,042 +0.7%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$1.54M -$584K -48,800 -24%
Ameriprise
24
Ameriprise
Minnesota
$1.17M +$4.11K +343 +0.3%
ETC
25
Exchange Traded Concepts
Oklahoma
$1.07M +$1.31M +109,151 New

UVE Hedge Fund Activity: Q3 2022 in Review

136 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2022, worth a combined $207M — down 24% from $271M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UVE positions and 18 closed out — a net gain of 8 holders — while 37 added to existing stakes and 54 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $2.23M. The largest seller was BlackRock, cutting an estimated $1.93M.

  • 136 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2022, up from 128 in Q2 2022.
  • Funds reported $207M of Universal Insurance Holdings stock for Q3 2022, down 24% quarter-over-quarter.
  • 26 funds opened new Universal Insurance Holdings positions in Q3 2022 and 18 closed out, a net change of +8 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2022 was Millennium Management, an estimated $2.23M added.
  • The largest Universal Insurance Holdings seller in Q3 2022 was BlackRock, an estimated $1.93M sold.

Based on aggregated 13F filings for Q3 2022.