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Univest Financial
UVSP

Overview Fund Activity

81 hedge funds and large institutions have $145M invested in Univest Financial in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
34
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMCMI
1
Bryn Mawr Capital Management Inc
Pennsylvania
$14.8M
2
KIM
2
Kestrel Investment Management
California
$2.16M
3
TC
3
TFS Capital
Pennsylvania
$1.48M
4
MAM
4
Martingale Asset Management
Massachusetts
$1.03M
5
BBA
5
BLB&B Advisors
Pennsylvania
$946K

Top Sellers

1
TAM
1
THB Asset Management
Connecticut
$0
2
MPM
2
Meritage Portfolio Management
Kansas
$0
3
ICOM
3
Investment Counselors of Maryland
Maryland
$1.49M
4
KCM
4
Kennedy Capital Management
Missouri
$2.02M
5
BFC
5
Banc Funds Company
Illinois
$4.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
26
Emerald Advisers
Pennsylvania
$1.2M +$12K +580 +1%
BIM
27
BlackRock Investment Management
Delaware
$1.18M -$39.5K -1,913 -3%
Deutsche Bank
28
Deutsche Bank
Germany
$1.18M +$226K +10,965 +24%
Renaissance Technologies
29
Renaissance Technologies
New York
$1.08M +$629K +30,439 +140%
MAM
30
Martingale Asset Management
Massachusetts
$1.03M +$1.03M +49,870 New
FNB
31
First Niagara Bank
New York
$966K – – –
BBA
32
BLB&B Advisors
Pennsylvania
$946K +$946K +45,753 New
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$942K -$16.7K -789 -2%
CS
34
Credit Suisse
Switzerland
$857K +$193K +9,321 +29%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$812K +$442K +21,400 +120%
PPA
36
Parametric Portfolio Associates
Washington
$772K +$168K +8,110 +28%
Two Sigma Investments
37
Two Sigma Investments
New York
$722K +$421K +20,338 +140%
Prudential Financial
38
Prudential Financial
New Jersey
$712K +$294K +14,200 +70%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$652K -$265K -12,794 -29%
Charles Schwab
40
Charles Schwab
California
$645K -$66.8K -3,228 -9%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$624K +$4.13K +200 +0.7%
TBA
42
Tower Bridge Advisors
Pennsylvania
$610K -$62K -3,000 -9%
Goldman Sachs
43
Goldman Sachs
New York
$523K -$98.7K -4,773 -16%
TA
44
Teachers Advisors
New York
$513K +$51.1K +2,470 +11%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$507K -$30K -1,450 -6%
PRCP
46
Pacific Ridge Capital Partners
Oregon
$467K +$467K +22,570 New
BG
47
BlackRock Group
United Kingdom
$433K – – –
Invesco
48
Invesco
Georgia
$429K +$31.4K +1,518 +8%
SO
49
STRS Ohio
Ohio
$405K +$326K +15,800 +416%
SCM
50
Stevens Capital Management
Pennsylvania
$368K +$13.7K +665 +4%
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