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Univest Financial
UVSP

Overview Fund Activity

114 hedge funds and large institutions have $550M invested in Univest Financial in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-3
Holders Change %
-2.56%
% of All Funds
2.62%
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
42
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$18.6M
2
State Street
2
State Street
Massachusetts
$25M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.8M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$42.1M
5
KCM
5
Kennedy Capital Management
Missouri
$5.94M

Top Sellers

1
MCM
1
Maltese Capital Management
New York
$0
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$61.2M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$876K
4
MPAM
4
Monarch Partners Asset Management
Massachusetts
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$2.7M -$150K -5,416 -5%
Two Sigma Investments
27
Two Sigma Investments
New York
$2.7M +$749K +27,048 +38%
ROC
28
River Oaks Capital
Minnesota
$2.36M -$155K -5,600 -6%
TCIM
29
TIAA CREF Investment Management
New York
$2.27M +$102K +3,695 +5%
Citadel Advisors
30
Citadel Advisors
Florida
$2.26M +$853K +30,795 +61%
Millennium Management
31
Millennium Management
New York
$2.13M +$2.13M +77,056 New
Morgan Stanley
32
Morgan Stanley
New York
$2.12M +$263K +9,494 +14%
LSV Asset Management
33
LSV Asset Management
Illinois
$2.08M -$27.7K -1,000 -1%
MIM
34
Monashee Investment Management
Massachusetts
$1.78M +$1.78M +64,314 New
Victory Capital Management
35
Victory Capital Management
Texas
$1.77M +$13.8K +500 +0.8%
First Manhattan
36
First Manhattan
New York
$1.7M – – –
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.7M +$1.39M +50,200 +457%
LCM
38
Logan Capital Management
Pennsylvania
$1.49M – – –
TA
39
Teachers Advisors
New York
$1.45M – – –
Stifel Financial
40
Stifel Financial
Missouri
$1.41M -$222K -8,000 -14%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.39M – – –
TCM
42
Tradition Capital Management
New Jersey
$1.33M -$252K -9,102 -16%
BBA
43
BLB&B Advisors
Pennsylvania
$1.27M – – –
Bank of America
44
Bank of America
North Carolina
$1.22M +$550K +19,859 +83%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$1.21M +$71.2K +2,572 +6%
CS
46
Credit Suisse
Switzerland
$1M -$351K -12,645 -26%
PRCP
47
Pacific Ridge Capital Partners
Oregon
$999K -$22.7K -820 -2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$966K +$66.7K +2,409 +7%
Deutsche Bank
49
Deutsche Bank
Germany
$952K -$762K -27,565 -44%
KeyBank National Association
50
KeyBank National Association
Ohio
$951K – – –
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