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Univest Financial
UVSP

Overview Fund Activity

90 hedge funds and large institutions have $148M invested in Univest Financial in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
41
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PTC
1
Philadelphia Trust Company
Pennsylvania
$7.35M
2
CL
2
Choreo LLC
Illinois
$929K
3
KCM
3
Kennedy Capital Management
Missouri
$3.62M
4
Prudential Financial
4
Prudential Financial
New Jersey
$2.13M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.6M

Top Sellers

1
KIM
1
Kestrel Investment Management
California
$693K
2
BMCMI
2
Bryn Mawr Capital Management Inc
Pennsylvania
$0
3
BCM
3
Bridgeway Capital Management
Texas
$2.04M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$522K
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
26
Logan Capital Management
Pennsylvania
$1.27M 64,244 – –
BIM
27
BlackRock Investment Management
Delaware
$1.07M 53,875 +645 +1%
WCM
28
Wedge Capital Management
North Carolina
$980K 49,500 +1,100 +2%
MAM
29
Martingale Asset Management
Massachusetts
$971K 48,977 -200 -0.4%
CL
30
Choreo LLC
Illinois
$929K 46,968 +46,968 New
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$876K 45,600 – –
PPA
32
Parametric Portfolio Associates
Washington
$819K 41,383 -2,176 -5%
Charles Schwab
33
Charles Schwab
California
$815K 41,142 +2,204 +6%
TU
34
TDAM USA
Ontario, Canada
$763K 38,535 – –
FNB
35
First Niagara Bank
New York
$749K 37,834 – –
SO
36
STRS Ohio
Ohio
$722K 36,500 +900 +3%
PRCP
37
Pacific Ridge Capital Partners
Oregon
$704K 35,552 +710 +2%
KIM
38
Kestrel Investment Management
California
$693K 35,000 -200,000 -85%
BBA
39
BLB&B Advisors
Pennsylvania
$625K 31,559 +150 +0.5%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$621K 31,397 -7,886 -20%
Deutsche Bank
41
Deutsche Bank
Germany
$618K 31,297 +10,739 +52%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$588K 29,696 -300 -1%
Federated Hermes
43
Federated Hermes
Pennsylvania
$583K 29,444 +3,110 +12%
SLG
44
Stanley-Laman Group
Pennsylvania
$548K 27,710 +6,460 +30%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$546K 27,607 +5,100 +23%
Morgan Stanley
46
Morgan Stanley
New York
$522K 26,378 -10,562 -29%
CS
47
Credit Suisse
Switzerland
$519K 26,211 +1,570 +6%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$517K 26,149 +1,100 +4%
Millennium Management
49
Millennium Management
New York
$471K 23,797 +5,669 +31%
Invesco
50
Invesco
Georgia
$460K 23,267 -2,967 -11%
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