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Univest Financial
UVSP

Overview Fund Activity

109 hedge funds and large institutions have $214M invested in Univest Financial in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
41
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Aberdeen Asset Management
United Kingdom
$15.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.7M
3
FCM
3
FJ Capital Management
Virginia
$3.02M
4
BCM
4
Bluefin Capital Management
New York
$1.77M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$15M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.8M
2
MCM
2
Maltese Capital Management
New York
$0
3
UF
3
Univest Financial
Pennsylvania
$17.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$163K
5
UBS AM
5
UBS AM
Illinois
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
26
BlackRock Investment Management
Delaware
$1.73M +$162K +7,692 +10%
TCM
27
Tradition Capital Management
New Jersey
$1.57M -$32.8K -1,561 -2%
TCIM
28
TIAA CREF Investment Management
New York
$1.48M -$142K -6,761 -9%
First Manhattan
29
First Manhattan
New York
$1.34M – – –
PPA
30
Parametric Portfolio Associates
Washington
$1.32M +$224K +10,671 +21%
UBS AM
31
UBS AM
Illinois
$1.2M -$503K -23,952 -30%
LCM
32
Logan Capital Management
Pennsylvania
$1.14M – – –
EA
33
Emerald Advisers
Pennsylvania
$1.11M -$18K -855 -2%
Nomura Holdings
34
Nomura Holdings
Japan
$1.08M +$1.08M +51,569 New
WAM
35
Weiss Asset Management
Massachusetts
$1.07M +$1.07M +50,905 New
ACM
36
Ativo Capital Management
Illinois
$1.02M +$511K +24,300 +100%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$1.01M -$12.6K -600 -1%
Charles Schwab
38
Charles Schwab
California
$1.01M +$11.5K +546 +1%
Two Sigma Investments
39
Two Sigma Investments
New York
$960K +$64.3K +3,061 +7%
MCA
40
Mendon Capital Advisors
Florida
$946K – – –
EA
41
Emerald Acquisition
Washington
$893K +$893K +42,455 New
Swiss National Bank
42
Swiss National Bank
Switzerland
$855K +$162K +7,700 +23%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$851K – – –
SLG
44
Stanley-Laman Group
Pennsylvania
$851K +$65.4K +3,108 +8%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$832K -$45K -2,140 -5%
Bank of America
46
Bank of America
North Carolina
$779K +$731K +34,796 +1,534%
TA
47
Teachers Advisors
New York
$777K +$126K +5,997 +19%
FNB
48
First Niagara Bank
New York
$767K – – –
CS
49
Credit Suisse
Switzerland
$731K +$731K +34,738 New
First Trust Advisors
50
First Trust Advisors
Illinois
$672K +$49.6K +2,361 +8%
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