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Univest Financial
UVSP

Overview Fund Activity

76 hedge funds and large institutions have $125M invested in Univest Financial in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
31
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$5.51M
2
BFA
BlackRock Fund Advisors
California
$9.12M
3
TAM
THB Asset Management
Connecticut
$2.8M
4
BCM
Bridgeway Capital Management
Texas
$1.45M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$835K

Top Sellers

1
ICOM
Investment Counselors of Maryland
Maryland
$3.3M
2
PIM
Perkins Investment Management
Illinois
$1.13M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$187K
4
LOM
Loeb Offshore Management
New York
$0
5
Wells Fargo
Wells Fargo
California
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
26
Emerald Advisers
Pennsylvania
$1.08M – – –
LCM
27
Logan Capital Management
Pennsylvania
$990K – – –
FNB
28
First Niagara Bank
New York
$881K – – –
Deutsche Bank
29
Deutsche Bank
Germany
$867K +$286K +15,230 +49%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$854K +$113K +6,000 +15%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$835K +$493K +26,170 +144%
Morgan Stanley
32
Morgan Stanley
New York
$689K -$326K -17,285 -32%
Charles Schwab
33
Charles Schwab
California
$654K -$247 -13 -0%
TBA
34
Tower Bridge Advisors
Pennsylvania
$612K +$197K +10,436 +47%
CS
35
Credit Suisse
Switzerland
$606K +$230K +12,185 +61%
Goldman Sachs
36
Goldman Sachs
New York
$567K -$21.9K -1,164 -4%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$565K +$17.1K +909 +3%
PPA
38
Parametric Portfolio Associates
Washington
$551K +$37.1K +1,965 +7%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$490K -$3.23K -171 -0.7%
AllianceBernstein
40
AllianceBernstein
Tennessee
$422K -$17K -900 -4%
TA
41
Teachers Advisors
New York
$421K -$38 -2 -0%
Renaissance Technologies
42
Renaissance Technologies
New York
$411K -$98K -5,200 -19%
BG
43
BlackRock Group
United Kingdom
$395K – – –
Prudential Financial
44
Prudential Financial
New Jersey
$382K +$28.3K +1,500 +8%
Invesco
45
Invesco
Georgia
$363K +$49.3K +2,613 +16%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$338K -$30.4K -1,612 -8%
SCM
47
Stevens Capital Management
Pennsylvania
$323K +$31.7K +1,684 +11%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$282K – – –
NFA
49
Nationwide Fund Advisors
Ohio
$282K +$11.6K +614 +4%
Two Sigma Investments
50
Two Sigma Investments
New York
$275K +$275K +14,557 New
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