We are live on ! Find out more
UVSP icon

Univest Financial
UVSP

117 hedge funds and large institutions have $553M invested in Univest Financial in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

4.63% more ownership

Funds ownership: 63.21% → 67.84% (+4.6%)

4% more funds holding

Funds holding: 113 → 117 (+4)

3% more capital invested

Capital invested by funds: $539M → $553M (+$14M)

Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
2.65%
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
44
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$32M
2
Aberdeen Group
Aberdeen Group
United Kingdom
+$12.1M
3
MCM
Maltese Capital Management
New York
+$10.4M
4
State Street
State Street
Massachusetts
+$5.79M
5
ECA
Endeavour Capital Advisors
Connecticut
+$5.3M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$5.58M
2
KCM
Kennedy Capital Management
Missouri
-$4.86M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$3.55M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.67M
5
Asset Management One
Asset Management One
Japan
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$3.23M +$3.4M +115,000 New
BCM
27
Bridgeway Capital Management
Texas
$3.08M -$972K -32,850 -23%
PPA
28
Parametric Portfolio Associates
Washington
$2.89M +$691K +23,368 +29%
MPAM
29
Monarch Partners Asset Management
Massachusetts
$2.76M -$103K -3,480 -3%
ROC
30
River Oaks Capital
Minnesota
$2.55M -$100K -3,395 -4%
KCM
31
Kennedy Capital Management
Missouri
$2.28M -$4.86M -164,316 -67%
TCIM
32
TIAA CREF Investment Management
New York
$2.19M -$136K -4,596 -6%
LSV Asset Management
33
LSV Asset Management
Illinois
$2.13M -$94.7K -3,200 -4%
Two Sigma Investments
34
Two Sigma Investments
New York
$1.97M +$2.08M +70,370 New
Morgan Stanley
35
Morgan Stanley
New York
$1.89M +$893K +30,198 +82%
MIM
36
Monashee Investment Management
Massachusetts
$1.8M – – –
Victory Capital Management
37
Victory Capital Management
Texas
$1.78M +$116K +3,905 +7%
Deutsche Bank
38
Deutsche Bank
Germany
$1.74M +$1.02M +34,364 +124%
First Manhattan
39
First Manhattan
New York
$1.72M -$83.5K -2,824 -4%
Stifel Financial
40
Stifel Financial
Missouri
$1.65M – – –
TCM
41
Tradition Capital Management
New Jersey
$1.6M -$46.6K -1,574 -3%
LCM
42
Logan Capital Management
Pennsylvania
$1.51M -$16.1K -544 -1%
FG
43
FSI Group
Ohio
$1.47M +$1.55M +52,483 New
TA
44
Teachers Advisors
New York
$1.47M – – –
Citadel Advisors
45
Citadel Advisors
Florida
$1.43M +$169K +5,707 +13%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.41M +$177K +6,000 +14%
CS
47
Credit Suisse
Switzerland
$1.37M -$219K -7,418 -13%
BBA
48
BLB&B Advisors
Pennsylvania
$1.28M -$14.4K -486 -1%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.15M -$16.4K -553 -1%
Federated Hermes
50
Federated Hermes
Pennsylvania
$1.14M +$1.2M +40,610 New
1
2
3 4 5

UVSP Hedge Fund Activity: Q4 2017 in Review

117 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2017, worth a combined $553M — up 2.6% from $539M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UVSP positions and 17 closed out — a net gain of 4 holders — while 44 added to existing stakes and 32 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $32M. The largest seller was Schroder Investment Management Group, cutting an estimated $5.58M.

  • 117 institutional investors held Univest Financial (UVSP) as of Q4 2017, up from 113 in Q3 2017.
  • Funds reported $553M of Univest Financial stock for Q4 2017, up 2.6% quarter-over-quarter.
  • 21 funds opened new Univest Financial positions in Q4 2017 and 17 closed out, a net change of +4 holders.
  • The largest Univest Financial buyer in Q4 2017 was T. Rowe Price Associates, an estimated $32M added.
  • The largest Univest Financial seller in Q4 2017 was Schroder Investment Management Group, an estimated $5.58M sold.

Based on aggregated 13F filings for Q4 2017.