Univest Financial
UVSP
87 hedge funds and large institutions have $133M invested in Univest Financial in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
2% more funds holding
Funds holding: 85 → 87 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 30
10% less capital invested
Capital invested by funds: $147M → $133M (-$14.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$1.87M |
| 2 |
TU
TDAM USA
Toronto,
Ontario, Canada
|
+$779K |
| 3 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$621K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$486K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$307K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.46M |
| 2 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$1.4M |
| 3 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$740K |
| 4 |
JP Morgan Chase
New York
|
-$514K |
| 5 |
DTL
Dynamic Technology Lab
Singapore
|
-$432K |
UVSP Hedge Fund Activity: Q3 2014 in Review
87 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2014, worth a combined $133M — down 9.9% from $147M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UVSP positions and 7 closed out — a net gain of 2 holders — while 30 added to existing stakes and 30 trimmed.
The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $1.87M. The largest seller was Banc Funds Company, cutting an estimated $1.46M.
- 87 institutional investors held Univest Financial (UVSP) as of Q3 2014, up from 85 in Q2 2014.
- Funds reported $133M of Univest Financial stock for Q3 2014, down 9.9% quarter-over-quarter.
- 9 funds opened new Univest Financial positions in Q3 2014 and 7 closed out, a net change of +2 holders.
- The largest Univest Financial buyer in Q3 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $1.87M added.
- The largest Univest Financial seller in Q3 2014 was Banc Funds Company, an estimated $1.46M sold.
Based on aggregated 13F filings for Q3 2014.