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Univest Financial
UVSP

Overview Fund Activity

113 hedge funds and large institutions have $539M invested in Univest Financial in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
31
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$22.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$21.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.6M
4
Asset Management One
4
Asset Management One
Japan
$1.65M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$40.9M

Top Sellers

1
UF
1
Univest Financial
Pennsylvania
$18.6M
2
KCM
2
Kennedy Capital Management
Missouri
$7.86M
3
FCM
3
FJ Capital Management
Virginia
$19M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$3.55M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.09M
Name Market Value Shares Shares
Change 		Shares
Change %
MPAM
26
Monarch Partners Asset Management
Massachusetts
$3.26M 101,905 +13,395 +15%
ROC
27
River Oaks Capital
Minnesota
$3.01M 94,195 -10,805 -10%
TCIM
28
TIAA CREF Investment Management
New York
$2.65M 82,774 -1,248 -1%
PPA
29
Parametric Portfolio Associates
Washington
$2.55M 79,668 -15,017 -16%
LSV Asset Management
30
LSV Asset Management
Illinois
$2.53M 79,200 -300 -0.4%
First Manhattan
31
First Manhattan
New York
$2.06M 64,245 -1,400 -2%
Victory Capital Management
32
Victory Capital Management
Texas
$1.9M 59,400 -6,019 -9%
Stifel Financial
33
Stifel Financial
Missouri
$1.89M 58,961 -505 -0.8%
TCM
34
Tradition Capital Management
New Jersey
$1.87M 58,555 -1,425 -2%
CS
35
Credit Suisse
Switzerland
$1.8M 56,281 +17,277 +44%
LCM
36
Logan Capital Management
Pennsylvania
$1.74M 54,294 – –
TA
37
Teachers Advisors
New York
$1.68M 52,385 – –
Asset Management One
38
Asset Management One
Japan
$1.65M 51,300 +51,300 New
BBA
39
BLB&B Advisors
Pennsylvania
$1.48M 46,197 – –
Citadel Advisors
40
Citadel Advisors
Florida
$1.45M 45,155 +3,536 +8%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.42M 44,278 – –
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$1.36M 42,577 +1,877 +5%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$1.33M 41,482 -4,478 -10%
NFA
44
Nationwide Fund Advisors
Ohio
$1.27M 39,707 -1,530 -4%
BFC
45
Banc Funds Company
Illinois
$1.26M 39,452 -25,000 -39%
Morgan Stanley
46
Morgan Stanley
New York
$1.18M 36,979 +7,587 +26%
PRCP
47
Pacific Ridge Capital Partners
Oregon
$1.15M 35,900 +210 +0.6%
ACM
48
Ativo Capital Management
Illinois
$1.12M 35,110 -3,003 -8%
KeyBank National Association
49
KeyBank National Association
Ohio
$1.1M 34,334 -500 -1%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$1.09M 34,162 +250 +0.7%
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