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Univest Financial
UVSP

119 hedge funds and large institutions have $518M invested in Univest Financial in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

4% more funds holding

Funds holding: 114 → 119 (+5)

0.01% more ownership

Funds ownership: 66.55% → 66.56% (+0.01%)

4% less capital invested

Capital invested by funds: $538M → $518M (-$20.8M)

Holders
119
Holders Change
+5
Holders Change %
+4.39%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
39
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
+$9.62M
2
Renaissance Technologies
Renaissance Technologies
New York
+$5.17M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.08M
4
Deutsche Bank
Deutsche Bank
Germany
+$2.39M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
Aberdeen Group
Aberdeen Group
United Kingdom
-$19.9M
2
FCM
FJ Capital Management
Virginia
-$2.82M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.75M
4
State Street
State Street
Massachusetts
-$2.01M
5
Wells Fargo
Wells Fargo
California
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$3.29M +$426K +15,323 +14%
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$3.04M – – –
BCM
28
Bridgeway Capital Management
Texas
$2.87M – – –
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$2.02M +$2.13M +76,412 New
Millennium Management
30
Millennium Management
New York
$2.02M +$2.12M +76,237 New
Two Sigma Investments
31
Two Sigma Investments
New York
$1.87M -$685K -24,634 -26%
LSV Asset Management
32
LSV Asset Management
Illinois
$1.86M -$125K -4,500 -6%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.82M -$153K -5,500 -7%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$1.79M -$211K -7,576 -10%
Victory Capital Management
35
Victory Capital Management
Texas
$1.69M – – –
TCIM
36
TIAA CREF Investment Management
New York
$1.65M -$141K -5,059 -7%
First Manhattan
37
First Manhattan
New York
$1.62M – – –
AIM
38
Assured Investment Management
New York
$1.51M +$909K +32,657 +133%
TA
39
Teachers Advisors
New York
$1.47M +$72K +2,586 +5%
Prudential Financial
40
Prudential Financial
New Jersey
$1.45M +$106K +3,807 +7%
LCM
41
Logan Capital Management
Pennsylvania
$1.42M – – –
Morgan Stanley
42
Morgan Stanley
New York
$1.4M -$738K -26,514 -33%
Stifel Financial
43
Stifel Financial
Missouri
$1.37M +$19.5K +700 +1%
ROC
44
River Oaks Capital
Minnesota
$1.34M – – –
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.33M – – –
BBA
46
BLB&B Advisors
Pennsylvania
$1.22M – – –
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$1.17M -$445 -16 -0%
First Trust Advisors
48
First Trust Advisors
Illinois
$1.13M +$28.6K +1,027 +2%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$1.09M +$170K +6,100 +17%
Invesco
50
Invesco
Georgia
$1.03M +$4.81K +173 +0.4%
1
2
3 4 5

UVSP Hedge Fund Activity: Q3 2018 in Review

119 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2018, worth a combined $518M — down 3.9% from $538M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UVSP positions and 9 closed out — a net gain of 5 holders — while 39 added to existing stakes and 33 trimmed.

The largest buyer was Endeavour Capital Advisors, adding an estimated $9.62M. The largest seller was Aberdeen Group, cutting an estimated $19.9M.

  • 119 institutional investors held Univest Financial (UVSP) as of Q3 2018, up from 114 in Q2 2018.
  • Funds reported $518M of Univest Financial stock for Q3 2018, down 3.9% quarter-over-quarter.
  • 14 funds opened new Univest Financial positions in Q3 2018 and 9 closed out, a net change of +5 holders.
  • The largest Univest Financial buyer in Q3 2018 was Endeavour Capital Advisors, an estimated $9.62M added.
  • The largest Univest Financial seller in Q3 2018 was Aberdeen Group, an estimated $19.9M sold.

Based on aggregated 13F filings for Q3 2018.