UVSP icon

Univest Financial
UVSP

Overview Fund Activity

85 hedge funds and large institutions have $147M invested in Univest Financial in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 4 closing their positions.

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
23
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$5.56M
2
PTC
2
Philadelphia Trust Company
Pennsylvania
$5.18M
3
ZIM
3
Zacks Investment Management
Illinois
$740K
4
LSV Asset Management
4
LSV Asset Management
Illinois
$3.1M
5
Prudential Financial
5
Prudential Financial
New Jersey
$1.42M

Top Sellers

1
BMCMI
1
Bryn Mawr Capital Management Inc
Pennsylvania
$2.58M
2
BFA
2
BlackRock Fund Advisors
California
$8.43M
3
BFC
3
Banc Funds Company
Illinois
$5.53M
4
Morgan Stanley
4
Morgan Stanley
New York
$728K
5
Northern Trust
5
Northern Trust
Illinois
$4.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$1.22M 58,834 +12,497 +27%
BIM
27
BlackRock Investment Management
Delaware
$1.12M 53,877 -3,669 -6%
MAM
28
Martingale Asset Management
Massachusetts
$1.06M 51,177 – –
WCM
29
Wedge Capital Management
North Carolina
$1.02M 49,300 -2,100 -4%
PPA
30
Parametric Portfolio Associates
Washington
$888K 42,884 -697 -2%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$871K 42,100 – –
FNB
32
First Niagara Bank
New York
$824K 39,834 -6,893 -15%
Charles Schwab
33
Charles Schwab
California
$764K 36,866 -288 -0.8%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$745K 36,007 -6,200 -15%
ZIM
35
Zacks Investment Management
Illinois
$740K 35,772 +35,772 New
Morgan Stanley
36
Morgan Stanley
New York
$728K 35,190 -27,881 -44%
BBA
37
BLB&B Advisors
Pennsylvania
$650K 31,409 -14,344 -31%
NI
38
Numeric Investors
Massachusetts
$626K 30,255 +11,232 +59%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$615K 29,698 -500 -2%
CS
40
Credit Suisse
Switzerland
$599K 28,971 -7,253 -20%
SO
41
STRS Ohio
Ohio
$580K 28,000 +8,026 +40%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$514K 24,840 -700 -3%
TA
43
Teachers Advisors
New York
$501K 24,198 -623 -3%
Invesco
44
Invesco
Georgia
$498K 24,069 +273 +1%
Deutsche Bank
45
Deutsche Bank
Germany
$485K 23,479 -19,934 -46%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$478K 23,099 -720 -3%
TBA
47
Tower Bridge Advisors
Pennsylvania
$469K 22,675 -2,000 -8%
PRCP
48
Pacific Ridge Capital Partners
Oregon
$465K 22,460 -110 -0.5%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$448K 21,628 +21,628 New
DTL
50
Dynamic Technology Lab
Singapore
$432K 20,876 +20,876 New
1
2
3 4