Univest Financial
UVSP
89 hedge funds and large institutions have $148M invested in Univest Financial in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
74% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 23
12% more capital invested
Capital invested by funds: $133M → $148M (+$15.8M)
2% more funds holding
Funds holding: 87 → 89 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.21M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$1.12M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$1.09M |
| 4 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$720K |
| 5 |
Morgan Stanley
New York
|
+$341K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1,000K |
| 2 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$354K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$296K |
| 4 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$293K |
| 5 |
KIM
Kestrel Investment Management
San Mateo,
California
|
-$136K |
UVSP Hedge Fund Activity: Q4 2014 in Review
89 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2014, worth a combined $148M — up 12% from $133M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UVSP positions and 4 closed out — a net gain of 3 holders — while 40 added to existing stakes and 23 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $1.21M. The largest seller was Banc Funds Company, cutting an estimated $1,000K.
- 89 institutional investors held Univest Financial (UVSP) as of Q4 2014, up from 87 in Q3 2014.
- Funds reported $148M of Univest Financial stock for Q4 2014, up 12% quarter-over-quarter.
- 7 funds opened new Univest Financial positions in Q4 2014 and 4 closed out, a net change of +3 holders.
- The largest Univest Financial buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $1.21M added.
- The largest Univest Financial seller in Q4 2014 was Banc Funds Company, an estimated $1,000K sold.
Based on aggregated 13F filings for Q4 2014.