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Universal Insurance Holdings

168 hedge funds and large institutions have $420M invested in Universal Insurance Holdings in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $806K

0.14% more ownership

Funds ownership: 70.4%70.54% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 173168 (-5)

5% less capital invested

Capital invested by funds: $444M → $420M (-$23.9M)

11% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 57

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
51
Reduced
57
Closed
27
Calls
$1.26M
Puts
$806K
Net Calls
+$455K
Net Calls Change
+$564K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$44.4M +$82.2K +3,927 +0.2%
DSC
2
Donald Smith & Co
New York
$36.2M +$3.66M +174,843 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$35.3M +$93.7K +4,480 +0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31.5M +$131K +6,250 +0.4%
Goldman Sachs
5
Goldman Sachs
New York
$15.5M -$194K -9,248 -1%
State Street
6
State Street
Massachusetts
$12.9M +$181K +8,657 +1%
American Century Companies
7
American Century Companies
Missouri
$12.8M +$1.2M +57,424 +10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.5M -$1.97M -94,390 -14%
RH
9
RenaissanceRe Holdings
Bermuda
$12.3M
CAMG
10
CWA Asset Management Group
Florida
$12M +$5.97M +285,338 +100%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$8.71M -$580K -27,743 -6%
Morgan Stanley
12
Morgan Stanley
New York
$8.07M -$852K -40,704 -10%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$7.73M +$45.6K +2,181 +0.6%
Renaissance Technologies
14
Renaissance Technologies
New York
$7.52M +$709K +33,900 +10%
AQR Capital Management
15
AQR Capital Management
Connecticut
$6.86M +$243K +11,623 +4%
LSV Asset Management
16
LSV Asset Management
Illinois
$6.12M -$60.7K -2,900 -1%
ACH
17
ArrowMark Colorado Holdings
Colorado
$6M -$2.2M -105,000 -27%
Charles Schwab
18
Charles Schwab
California
$5.98M -$1.33M -63,532 -18%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$5.72M -$345K -16,500 -6%
Northern Trust
20
Northern Trust
Illinois
$5.61M +$828K +39,582 +17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$5.29M -$705K -33,683 -12%
BPA
22
Beacon Pointe Advisors
California
$4.95M +$532K +25,423 +12%
Marshall Wace
23
Marshall Wace
United Kingdom
$4.84M -$855K -40,849 -15%
Invesco
24
Invesco
Georgia
$4.31M -$342K -16,349 -7%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$4.16M -$271K -12,975 -6%

UVE Hedge Fund Activity: Q4 2024 in Review

168 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q4 2024, worth a combined $420M — down 5.4% from $444M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UVE and 22 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 51 added.

The largest buyer was CWA Asset Management Group, adding an estimated $5.97M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $2.2M.

  • 168 institutional investors held Universal Insurance Holdings (UVE) as of Q4 2024, down from 173 in Q3 2024.
  • Funds reported $420M of Universal Insurance Holdings stock for Q4 2024, down 5.4% quarter-over-quarter.
  • 22 funds opened new Universal Insurance Holdings positions in Q4 2024 and 27 closed out, a net change of -5 holders.
  • The largest Universal Insurance Holdings buyer in Q4 2024 was CWA Asset Management Group, an estimated $5.97M added.
  • The largest Universal Insurance Holdings seller in Q4 2024 was ArrowMark Colorado Holdings, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2024.