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Universal Insurance Holdings

151 hedge funds and large institutions have $391M invested in Universal Insurance Holdings in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $322M → $391M (+$69.3M)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 152151 (-1)

9% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 53

2.55% less ownership

Funds ownership: 69.03%66.48% (-2.5%)

45% less call options, than puts

Call options by funds: $1.97M | Put options by funds: $3.6M

Holders
151
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
48
Reduced
53
Closed
19
Calls
$1.97M
Puts
$3.6M
Net Calls
-$1.63M
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$40.3M -$1.61M -89,465 -4%
DSC
2
Donald Smith & Co
New York
$35.3M +$631K +35,045 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31.4M +$746K +41,425 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31.2M -$1.14M -63,249 -4%
Goldman Sachs
5
Goldman Sachs
New York
$14M +$5.13M +284,645 +71%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$12.3M +$246K +13,654 +2%
State Street
7
State Street
Massachusetts
$12.2M +$161K +8,918 +2%
RH
8
RenaissanceRe Holdings
Bermuda
$11.9M
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$11M -$339K -18,825 -3%
AQR Capital Management
10
AQR Capital Management
Connecticut
$10.5M +$1.04M +57,519 +13%
ACH
11
ArrowMark Colorado Holdings
Colorado
$8.43M
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$7.44M -$727K -40,367 -10%
Renaissance Technologies
13
Renaissance Technologies
New York
$7.32M +$3.24M +180,000 +100%
Charles Schwab
14
Charles Schwab
California
$7M -$604K -33,568 -9%
American Century Companies
15
American Century Companies
Missouri
$6.61M +$3.1M +172,377 +113%
CAMG
16
CWA Asset Management Group
Florida
$6.48M -$2.92M -162,386 -34%
LSV Asset Management
17
LSV Asset Management
Illinois
$6.38M +$358K +19,900 +7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.82M -$158K -8,762 -3%
BCM
19
Bridgeway Capital Management
Texas
$5.57M +$223K +12,392 +5%
Morgan Stanley
20
Morgan Stanley
New York
$5.31M -$4.86M -270,145 -51%
Two Sigma Investments
21
Two Sigma Investments
New York
$4.91M -$2.01M -111,711 -32%
Northern Trust
22
Northern Trust
Illinois
$4.88M -$75.5K -4,194 -2%
Marshall Wace
23
Marshall Wace
United Kingdom
$4.71M +$910K +50,545 +28%
Invesco
24
Invesco
Georgia
$4.66M -$155K -8,593 -4%
Millennium Management
25
Millennium Management
New York
$4.59M -$5.03M -279,137 -55%

UVE Hedge Fund Activity: Q1 2024 in Review

151 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q1 2024, worth a combined $391M — up 22% from $322M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UVE positions and 19 closed out — a net gain of 1 holder — while 48 added to existing stakes and 53 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.13M. The largest seller was Sumitomo Mitsui DS Asset Management, exiting entirely with an estimated $6.39M sold.

  • 151 institutional investors held Universal Insurance Holdings (UVE) as of Q1 2024, down from 152 in Q4 2023.
  • Funds reported $391M of Universal Insurance Holdings stock for Q1 2024, up 22% quarter-over-quarter.
  • 20 funds opened new Universal Insurance Holdings positions in Q1 2024 and 19 closed out, a net change of +1 holder.
  • The largest Universal Insurance Holdings buyer in Q1 2024 was Goldman Sachs, an estimated $5.13M added.
  • The largest Universal Insurance Holdings seller in Q1 2024 was Sumitomo Mitsui DS Asset Management, an estimated $6.39M sold.

Based on aggregated 13F filings for Q1 2024.