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Universal Insurance Holdings

164 hedge funds and large institutions have $367M invested in Universal Insurance Holdings in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

9% more funds holding

Funds holding: 151164 (+13)

1.55% more ownership

Funds ownership: 66.48%68.03% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $391M → $367M (-$24.5M)

77% less call options, than puts

Call options by funds: $682K | Put options by funds: $2.95M

Holders
164
Holders Change
+13
Holders Change %
+8.61%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
61
Reduced
42
Closed
16
Calls
$682K
Puts
$2.95M
Net Calls
-$2.27M
Net Calls Change
-$638K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$38.2M +$1.09M +56,213 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$30.5M +$1.57M +80,923 +5%
DSC
3
Donald Smith & Co
New York
$29.5M -$3.25M -166,955 -10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$27.9M -$889K -45,744 -3%
Goldman Sachs
5
Goldman Sachs
New York
$13.2M +$297K +15,252 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$12M +$645K +33,157 +5%
State Street
7
State Street
Massachusetts
$11.3M +$5.87K +302 +0.1%
RH
8
RenaissanceRe Holdings
Bermuda
$11M
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$9.01M -$1.22M -62,724 -12%
American Century Companies
10
American Century Companies
Missouri
$8.81M +$2.81M +144,647 +44%
ACH
11
ArrowMark Colorado Holdings
Colorado
$7.79M
Morgan Stanley
12
Morgan Stanley
New York
$7.73M +$2.93M +150,793 +58%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$7.07M +$209K +10,759 +3%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$7.04M +$5.38M +276,700 +283%
AQR Capital Management
15
AQR Capital Management
Connecticut
$6.39M -$3.4M -174,635 -34%
LSV Asset Management
16
LSV Asset Management
Illinois
$5.88M -$11.7K -600 -0.2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.64M +$269K +13,856 +5%
Charles Schwab
18
Charles Schwab
California
$5.32M -$1.18M -60,471 -18%
BCM
19
Bridgeway Capital Management
Texas
$5.03M -$115K -5,900 -2%
Renaissance Technologies
20
Renaissance Technologies
New York
$4.86M -$1.97M -101,400 -28%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$4.63M +$467K +24,000 +11%
Marshall Wace
22
Marshall Wace
United Kingdom
$4.42M +$80.5K +4,140 +2%
Northern Trust
23
Northern Trust
Illinois
$4.35M -$165K -8,469 -4%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$4.3M +$203K +10,444 +5%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$4.16M -$66.1K -3,401 -2%

UVE Hedge Fund Activity: Q2 2024 in Review

164 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2024, worth a combined $367M — down 6.3% from $391M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UVE positions and 16 closed out — a net gain of 16 holders — while 61 added to existing stakes and 42 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $5.38M. The largest seller was AQR Capital Management, cutting an estimated $3.4M.

  • 164 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2024, up from 151 in Q1 2024.
  • Funds reported $367M of Universal Insurance Holdings stock for Q2 2024, down 6.3% quarter-over-quarter.
  • 32 funds opened new Universal Insurance Holdings positions in Q2 2024 and 16 closed out, a net change of +16 holders.
  • The largest Universal Insurance Holdings buyer in Q2 2024 was Bank of Montreal, an estimated $5.38M added.
  • The largest Universal Insurance Holdings seller in Q2 2024 was AQR Capital Management, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2024.