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Universal Insurance Holdings

123 hedge funds and large institutions have $198M invested in Universal Insurance Holdings in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,113% more call options, than puts

Call options by funds: $582K | Put options by funds: $48K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.64% less ownership

Funds ownership: 68.33%67.69% (-0.64%)

4% less capital invested

Capital invested by funds: $207M → $198M (-$8.5M)

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

10% less funds holding

Funds holding: 136123 (-13)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
123
Holders Change
-13
Holders Change %
-9.56%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
39
Reduced
41
Closed
23
Calls
$582K
Puts
$48K
Net Calls
+$534K
Net Calls Change
+$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$47.4M +$1.83M +180,353 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$20M +$82.5K +8,114 +0.4%
DSC
3
Donald Smith & Co
New York
$13.9M +$2.13M +209,215 +19%
State Street
4
State Street
Massachusetts
$12.9M +$399K +39,213 +3%
LSV Asset Management
5
LSV Asset Management
Illinois
$12.6M -$727K -71,494 -6%
Invesco
6
Invesco
Georgia
$6.34M -$10.8M -1,066,378 -64%
RH
7
RenaissanceRe Holdings
Bermuda
$6.18M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.28M +$135K +13,300 +3%
Charles Schwab
9
Charles Schwab
California
$5.21M +$297K +29,221 +6%
BCM
10
Bridgeway Capital Management
Texas
$4.98M +$304K +29,900 +7%
RIP
11
Rhino Investment Partners
Pennsylvania
$4.93M +$4.73M +465,439 New
AQR Capital Management
12
AQR Capital Management
Connecticut
$4.36M +$1.43M +140,246 +52%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$3.85M +$42K +4,132 +1%
Morgan Stanley
14
Morgan Stanley
New York
$3.2M +$195K +19,220 +7%
Northern Trust
15
Northern Trust
Illinois
$2.89M -$56.1K -5,520 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.72M -$1.42M -139,314 -35%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$1.91M -$77.7K -7,645 -4%
Principal Financial Group
18
Principal Financial Group
Iowa
$1.79M -$24K -2,360 -1%
N
19
Nuveen
North Carolina
$1.72M -$948K -93,219 -36%
Citadel Advisors
20
Citadel Advisors
Florida
$1.68M +$735K +72,247 +83%
ETC
21
Exchange Traded Concepts
Oklahoma
$1.64M +$463K +45,518 +42%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.63M -$21.4K -2,100 -1%
Los Angeles Capital Management
23
Los Angeles Capital Management
California
$1.47M -$226K -22,250 -14%
Goldman Sachs
24
Goldman Sachs
New York
$1.47M +$426K +41,888 +43%
Renaissance Technologies
25
Renaissance Technologies
New York
$1.32M +$1.27M +125,000 New

UVE Hedge Fund Activity: Q4 2022 in Review

123 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2022, worth a combined $198M — down 4.1% from $207M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UVE and 12 opened new positions — a net loss of 11 holders — while 41 trimmed existing stakes and 39 added.

The largest buyer was Rhino Investment Partners, opening a new position worth an estimated $4.73M. The largest seller was Invesco, cutting an estimated $10.8M.

  • 123 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2022, down from 136 in Q3 2022.
  • Funds reported $198M of Universal Insurance Holdings stock for Q4 2022, down 4.1% quarter-over-quarter.
  • 12 funds opened new Universal Insurance Holdings positions in Q4 2022 and 23 closed out, a net change of -11 holders.
  • The largest Universal Insurance Holdings buyer in Q4 2022 was Rhino Investment Partners, an estimated $4.73M added.
  • The largest Universal Insurance Holdings seller in Q4 2022 was Invesco, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2022.