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Univest Financial
UVSP

Overview Fund Activity

130 hedge funds and large institutions have $475M invested in Univest Financial in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+10
Holders Change %
+8.33%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
39
Reduced
36
Closed
10
Calls
$136K
Puts
$436K
Net Calls
-$300K
Net Calls Change
-$300K

Top Buyers

1
AAM
1
Aberdeen Asset Management
United Kingdom
$42.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.6M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$15.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.2M
5
ZDA
5
Zweig-DiMenna Associates
New York
$4.18M

Top Sellers

1
CP
1
Clover Partners
Texas
$3.77M
2
KCM
2
Kennedy Capital Management
Missouri
$14.3M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$2.31M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$4.72M
5
EA
5
Emerald Advisers
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZDA
26
Zweig-DiMenna Associates
New York
$4.18M +$4.18M +135,251 New
CP
27
Clover Partners
Texas
$3.77M -$7.41M -239,738 -66%
BIM
28
BlackRock Investment Management
Delaware
$3.31M -$39.7K -1,284 -1%
PPA
29
Parametric Portfolio Associates
Washington
$3.23M +$169K +5,481 +6%
Wells Fargo
30
Wells Fargo
California
$3.07M -$307K -9,933 -9%
Charles Schwab
31
Charles Schwab
California
$2.96M +$341K +11,031 +13%
TCIM
32
TIAA CREF Investment Management
New York
$2.64M -$165K -5,328 -6%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$2.43M +$1.54M +49,765 +172%
Morgan Stanley
34
Morgan Stanley
New York
$2.42M +$2.04M +65,974 +532%
LSV Asset Management
35
LSV Asset Management
Illinois
$2.31M -$6.18M -199,900 -73%
Victory Capital Management
36
Victory Capital Management
Texas
$2.31M +$688K +22,255 +42%
First Trust Advisors
37
First Trust Advisors
Illinois
$2.31M +$902K +29,204 +64%
ROC
38
River Oaks Capital
Minnesota
$2.12M +$2.12M +68,513 New
TCM
39
Tradition Capital Management
New Jersey
$2.05M -$37.8K -1,225 -2%
Ameriprise
40
Ameriprise
Minnesota
$2.05M +$214K +6,932 +12%
UBS AM
41
UBS AM
Illinois
$1.86M -$221K -7,140 -11%
Stifel Financial
42
Stifel Financial
Missouri
$1.84M +$413K +13,376 +29%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.8M +$751K +24,295 +72%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$1.79M +$1.79M +57,245 New
Prudential Financial
45
Prudential Financial
New Jersey
$1.73M -$1.39M -44,900 -45%
First Manhattan
46
First Manhattan
New York
$1.72M -$123K -3,997 -7%
LCM
47
Logan Capital Management
Pennsylvania
$1.68M – – –
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$1.65M +$1.65M +53,318 New
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$1.59M -$58.7K -1,900 -4%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.58M -$37.1K -1,200 -2%
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