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Univest Financial
UVSP

Overview Fund Activity

124 hedge funds and large institutions have $412M invested in Univest Financial in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-6
Holders Change %
-4.62%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
35
Reduced
43
Closed
14
Calls
$106K
Puts
$293K
Net Calls
-$187K
Net Calls Change
+$113K

Top Buyers

1
BlackRock
1
BlackRock
New York
$45.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$21.6M
3
AAM
3
Aberdeen Asset Management
United Kingdom
$43.6M
4
PI
4
Putnam Investments
Massachusetts
$3.87M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$30.2M

Top Sellers

1
LBS
1
Lawrence B. Seidman
$0
2
CP
2
Clover Partners
Texas
$0
3
EI
3
EAM Investors
California
$1.09M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
State Street
5
State Street
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$2.63M +$151K +5,814 +6%
Wells Fargo
27
Wells Fargo
California
$2.62M +$53.7K +2,073 +2%
ROC
28
River Oaks Capital
Minnesota
$2.5M +$727K +28,087 +41%
TCIM
29
TIAA CREF Investment Management
New York
$2.12M -$94.9K -3,665 -4%
LSV Asset Management
30
LSV Asset Management
Illinois
$2.07M +$129K +5,000 +7%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$1.91M -$131K -5,043 -6%
First Trust Advisors
32
First Trust Advisors
Illinois
$1.84M -$96.2K -3,715 -5%
Deutsche Bank
33
Deutsche Bank
Germany
$1.75M +$1.08M +41,594 +160%
Two Sigma Investments
34
Two Sigma Investments
New York
$1.7M +$1.7M +65,761 New
Victory Capital Management
35
Victory Capital Management
Texas
$1.61M -$327K -12,611 -17%
TCM
36
Tradition Capital Management
New Jersey
$1.61M -$109K -4,225 -6%
NFA
37
Nationwide Fund Advisors
Ohio
$1.58M +$657K +25,372 +72%
Stifel Financial
38
Stifel Financial
Missouri
$1.54M – – –
First Manhattan
39
First Manhattan
New York
$1.44M – – –
LCM
40
Logan Capital Management
Pennsylvania
$1.41M +$1.3K +50 +0.1%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.34M +$5.18K +200 +0.4%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$1.27M -$59.5K -2,300 -4%
TA
43
Teachers Advisors
New York
$1.22M +$21.1K +815 +2%
BBA
44
BLB&B Advisors
Pennsylvania
$1.2M – – –
Citadel Advisors
45
Citadel Advisors
Florida
$1.19M +$1.19M +46,020 New
MCA
46
Mendon Capital Advisors
Florida
$1.17M – – –
CS
47
Credit Suisse
Switzerland
$1.16M +$15.4K +595 +1%
EI
48
EAM Investors
California
$1.09M -$2.79M -107,879 -72%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.05M – – –
Morgan Stanley
50
Morgan Stanley
New York
$1.02M -$1.01M -39,140 -50%
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