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Univest Financial
UVSP

131 hedge funds and large institutions have $486M invested in Univest Financial in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 34

16% more capital invested

Capital invested by funds: $419M → $486M (+$67M)

14% more funds holding

Funds holding: 115 → 131 (+16)

1.49% more ownership

Funds ownership: 66.37% → 67.86% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
131
Holders Change
+16
Holders Change %
+13.91%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
42
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.8M
2
FCM
FJ Capital Management
Virginia
+$3.75M
3
TA
Teachers Advisors
New York
+$3.63M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.57M
5
PI
Putnam Investments
Massachusetts
+$3.31M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$37.5M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$1.87M
3
Millennium Management
Millennium Management
New York
-$1.63M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$678K
5
Prudential Financial
Prudential Financial
New Jersey
-$643K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$3.15M +$290K +11,874 +10%
TCIM
27
TIAA CREF Investment Management
New York
$3.06M +$1.31M +53,530 +75%
BCM
28
Bridgeway Capital Management
Texas
$2.94M – – –
OAM
29
Oxford Asset Management
United Kingdom
$2.9M +$1.49M +61,167 +106%
Goldman Sachs
30
Goldman Sachs
New York
$2.86M +$1.12M +45,777 +64%
MAM
31
Martingale Asset Management
Massachusetts
$2.8M +$1.89M +77,296 +207%
Two Sigma Investments
32
Two Sigma Investments
New York
$2.76M +$927K +37,989 +51%
PTC
33
Philadelphia Trust Company
Pennsylvania
$2.56M -$211K -8,652 -8%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$2.44M +$1.32M +54,123 +118%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$2.28M +$106K +4,357 +5%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$2.24M +$2.24M +91,696 New
Deutsche Bank
37
Deutsche Bank
Germany
$2.12M -$299K -12,262 -12%
Bessemer Group
38
Bessemer Group
New Jersey
$2M +$1.99M +81,600 New
Victory Capital Management
39
Victory Capital Management
Texas
$1.75M +$288K +11,792 +20%
LSV Asset Management
40
LSV Asset Management
Illinois
$1.72M – – –
Two Sigma Advisers
41
Two Sigma Advisers
New York
$1.69M +$176K +7,200 +12%
IA
42
IndexIQ Advisors
New York
$1.57M +$1.56M +64,036 New
MCM
43
Maltese Capital Management
New York
$1.54M +$321K +13,129 +26%
Citadel Advisors
44
Citadel Advisors
Florida
$1.5M -$486K -19,898 -24%
Stifel Financial
45
Stifel Financial
Missouri
$1.5M +$8.06K +330 +0.5%
Hotchkis & Wiley Capital Management
46
Hotchkis & Wiley Capital Management
California
$1.45M +$1.44M +59,150 New
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$1.37M +$1.23M +50,440 +887%
Invesco
48
Invesco
Georgia
$1.36M +$223K +9,152 +20%
LCM
49
Logan Capital Management
Pennsylvania
$1.31M – – –
First Manhattan
50
First Manhattan
New York
$1.31M -$187K -7,679 -13%
1
2
3 4 5

UVSP Hedge Fund Activity: Q1 2019 in Review

131 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2019, worth a combined $486M — up 16% from $419M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new UVSP positions and 7 closed out — a net gain of 17 holders — while 42 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock, adding an estimated $8.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $37.5M.

  • 131 institutional investors held Univest Financial (UVSP) as of Q1 2019, up from 115 in Q4 2018.
  • Funds reported $486M of Univest Financial stock for Q1 2019, up 16% quarter-over-quarter.
  • 24 funds opened new Univest Financial positions in Q1 2019 and 7 closed out, a net change of +17 holders.
  • The largest Univest Financial buyer in Q1 2019 was BlackRock, an estimated $8.8M added.
  • The largest Univest Financial seller in Q1 2019 was T. Rowe Price Associates, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2019.