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Univest Financial
UVSP

139 hedge funds and large institutions have $521M invested in Univest Financial in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $486M → $521M (+$34.5M)

6% more funds holding

Funds holding: 131 → 139 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.17% less ownership

Funds ownership: 67.86% → 67.69% (-0.17%)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
41
Reduced
44
Closed
8
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$8.12M
2
Wells Fargo
Wells Fargo
California
+$4.84M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$2.93M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
Aberdeen Group
Aberdeen Group
United Kingdom
-$10.1M
2
Morgan Stanley
Morgan Stanley
New York
-$4.65M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.54M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$931K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$903K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
26
Putnam Investments
Massachusetts
$3.42M -$138K -5,500 -4%
PPA
27
Parametric Portfolio Associates
Washington
$3.27M -$115K -4,564 -4%
BCM
28
Bridgeway Capital Management
Texas
$3.15M – – –
Impax Asset Management Group
29
Impax Asset Management Group
United Kingdom
$3.07M +$2.93M +116,944 New
MAM
30
Martingale Asset Management
Massachusetts
$2.81M -$188K -7,500 -7%
MCM
31
Maltese Capital Management
New York
$2.81M +$1.1M +43,665 +69%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$2.77M +$311K +12,402 +13%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$2.61M +$190K +7,552 +8%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$2.39M +$874K +34,832 +62%
Victory Capital Management
35
Victory Capital Management
Texas
$2.32M +$429K +17,090 +24%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$2.31M -$303K -12,085 -12%
PTC
37
Philadelphia Trust Company
Pennsylvania
$2.24M -$485K -19,317 -18%
Bessemer Group
38
Bessemer Group
New Jersey
$2.14M – – –
Two Sigma Advisers
39
Two Sigma Advisers
New York
$1.89M +$70.3K +2,800 +4%
LSV Asset Management
40
LSV Asset Management
Illinois
$1.85M – – –
Stifel Financial
41
Stifel Financial
Missouri
$1.6M -$8.28K -330 -0.5%
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$1.57M +$17.6K +700 +1%
Citadel Advisors
43
Citadel Advisors
Florida
$1.53M -$77.9K -3,105 -5%
Ameriprise
44
Ameriprise
Minnesota
$1.47M +$1.03M +41,203 +281%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.43M +$25.1K +1,000 +2%
LCM
46
Logan Capital Management
Pennsylvania
$1.41M – – –
First Manhattan
47
First Manhattan
New York
$1.41M – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$1.37M +$1.08M +42,986 +469%
Deutsche Bank
49
Deutsche Bank
Germany
$1.37M -$870K -34,672 -40%
IA
50
IndexIQ Advisors
New York
$1.36M -$305K -12,166 -19%
1
2
3 4 5

UVSP Hedge Fund Activity: Q2 2019 in Review

139 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2019, worth a combined $521M — up 7.1% from $486M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UVSP positions and 8 closed out — a net gain of 12 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $8.12M. The largest seller was Aberdeen Group, cutting an estimated $10.1M.

  • 139 institutional investors held Univest Financial (UVSP) as of Q2 2019, up from 131 in Q1 2019.
  • Funds reported $521M of Univest Financial stock for Q2 2019, up 7.1% quarter-over-quarter.
  • 20 funds opened new Univest Financial positions in Q2 2019 and 8 closed out, a net change of +12 holders.
  • The largest Univest Financial buyer in Q2 2019 was Nuveen, an estimated $8.12M added.
  • The largest Univest Financial seller in Q2 2019 was Aberdeen Group, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2019.