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Univest Financial
UVSP

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

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

0.08% more ownership

Funds ownership: 67.84% → 67.92% (+0.08%)

1% less capital invested

Capital invested by funds: $553M → $550M (-$3.42M)

3% less funds holding

Funds holding: 117 → 114 (-3)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
114
Holders Change
-3
Holders Change %
-2.56%
% of All Funds
2.61%
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

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
+$13.8M
2
State Street
State Street
Massachusetts
+$5.27M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$3.91M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.9M
5
KCM
Kennedy Capital Management
Missouri
+$3.73M

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$16.1M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$9.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$4.05M
4
MPAM
Monarch Partners Asset Management
Massachusetts
-$2.76M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$2.7M -$152K -5,416 -5%
Two Sigma Investments
27
Two Sigma Investments
New York
$2.7M +$758K +27,048 +38%
ROC
28
River Oaks Capital
Minnesota
$2.36M -$157K -5,600 -6%
TCIM
29
TIAA CREF Investment Management
New York
$2.27M +$104K +3,695 +5%
Citadel Advisors
30
Citadel Advisors
Florida
$2.26M +$863K +30,795 +61%
Millennium Management
31
Millennium Management
New York
$2.13M +$2.16M +77,056 New
Morgan Stanley
32
Morgan Stanley
New York
$2.12M +$266K +9,494 +14%
LSV Asset Management
33
LSV Asset Management
Illinois
$2.08M -$28K -1,000 -1%
MIM
34
Monashee Investment Management
Massachusetts
$1.78M +$1.8M +64,314 New
Victory Capital Management
35
Victory Capital Management
Texas
$1.77M +$14K +500 +0.8%
First Manhattan
36
First Manhattan
New York
$1.7M – – –
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.7M +$1.41M +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 -$224K -8,000 -14%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.39M – – –
TCM
42
Tradition Capital Management
New Jersey
$1.33M -$255K -9,102 -16%
BBA
43
BLB&B Advisors
Pennsylvania
$1.27M – – –
Bank of America
44
Bank of America
North Carolina
$1.22M +$556K +19,859 +83%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$1.21M +$72.1K +2,572 +6%
CS
46
Credit Suisse
Switzerland
$1M -$354K -12,645 -26%
PRCP
47
Pacific Ridge Capital Partners
Oregon
$999K -$23K -820 -2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$966K +$67.5K +2,409 +7%
Deutsche Bank
49
Deutsche Bank
Germany
$952K -$772K -27,565 -44%
KeyBank National Association
50
KeyBank National Association
Ohio
$951K – – –
1
2
3 4 5

UVSP Hedge Fund Activity: Q1 2018 in Review

114 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2018, worth a combined $550M — down 0.62% from $553M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UVSP and 13 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 42 added.

The largest buyer was Endeavour Capital Advisors, adding an estimated $13.8M. The largest seller was Maltese Capital Management, exiting entirely with an estimated $16.1M sold.

  • 114 institutional investors held Univest Financial (UVSP) as of Q1 2018, down from 117 in Q4 2017.
  • Funds reported $550M of Univest Financial stock for Q1 2018, down 0.62% quarter-over-quarter.
  • 13 funds opened new Univest Financial positions in Q1 2018 and 16 closed out, a net change of -3 holders.
  • The largest Univest Financial buyer in Q1 2018 was Endeavour Capital Advisors, an estimated $13.8M added.
  • The largest Univest Financial seller in Q1 2018 was Maltese Capital Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2018.