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Univest Financial
UVSP

115 hedge funds and large institutions have $419M invested in Univest Financial in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.19% less ownership

Funds ownership: 66.56% → 66.37% (-0.19%)

3% less funds holding

Funds holding: 119 → 115 (-4)

19% less capital invested

Capital invested by funds: $518M → $419M (-$98.3M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
45
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.41M
2
Morgan Stanley
Morgan Stanley
New York
+$4.37M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.16M
4
Bank of America
Bank of America
North Carolina
+$2.5M
5
FCM
FJ Capital Management
Virginia
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$7.44M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$7.22M
3
PTC
Philadelphia Trust Company
Pennsylvania
-$6.81M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$2.07M
5
State Street
State Street
Massachusetts
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$2.48M – – –
PTC
27
Philadelphia Trust Company
Pennsylvania
$2.45M -$6.81M -279,985 -71%
Deutsche Bank
28
Deutsche Bank
Germany
$2.13M -$1.18M -48,430 -33%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$1.92M +$1.42M +58,301 +191%
Citadel Advisors
30
Citadel Advisors
Florida
$1.76M -$1.66M -68,366 -46%
Millennium Management
31
Millennium Management
New York
$1.63M -$12.4K -511 -0.7%
Two Sigma Investments
32
Two Sigma Investments
New York
$1.61M +$105K +4,298 +6%
Prudential Financial
33
Prudential Financial
New Jersey
$1.59M +$457K +18,787 +34%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$1.55M +$106K +4,357 +6%
TCIM
35
TIAA CREF Investment Management
New York
$1.54M +$222K +9,126 +15%
Goldman Sachs
36
Goldman Sachs
New York
$1.54M +$975K +40,104 +129%
LSV Asset Management
37
LSV Asset Management
Illinois
$1.52M – – –
Two Sigma Advisers
38
Two Sigma Advisers
New York
$1.33M -$170K -6,991 -10%
First Manhattan
39
First Manhattan
New York
$1.32M – – –
Stifel Financial
40
Stifel Financial
Missouri
$1.31M +$226K +9,300 +18%
Victory Capital Management
41
Victory Capital Management
Texas
$1.28M -$103K -4,247 -7%
OAM
42
Oxford Asset Management
United Kingdom
$1.24M +$942K +38,735 +206%
TA
43
Teachers Advisors
New York
$1.2M – – –
LCM
44
Logan Capital Management
Pennsylvania
$1.16M – – –
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.12M +$41.3K +1,700 +3%
ROC
46
River Oaks Capital
Minnesota
$1.09M – – –
MCM
47
Maltese Capital Management
New York
$1.08M +$1.22M +50,034 New
Invesco
48
Invesco
Georgia
$998K +$177K +7,282 +19%
BBA
49
BLB&B Advisors
Pennsylvania
$991K – – –
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$989K +$541K +22,238 +94%
1
2
3 4 5

UVSP Hedge Fund Activity: Q4 2018 in Review

115 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2018, worth a combined $419M — down 19% from $518M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UVSP and 10 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 45 added.

The largest buyer was BlackRock, adding an estimated $5.41M. The largest seller was T. Rowe Price Associates, cutting an estimated $7.44M.

  • 115 institutional investors held Univest Financial (UVSP) as of Q4 2018, down from 119 in Q3 2018.
  • Funds reported $419M of Univest Financial stock for Q4 2018, down 19% quarter-over-quarter.
  • 10 funds opened new Univest Financial positions in Q4 2018 and 13 closed out, a net change of -3 holders.
  • The largest Univest Financial buyer in Q4 2018 was BlackRock, an estimated $5.41M added.
  • The largest Univest Financial seller in Q4 2018 was T. Rowe Price Associates, an estimated $7.44M sold.

Based on aggregated 13F filings for Q4 2018.