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Univest Financial
UVSP

139 hedge funds and large institutions have $505M invested in Univest Financial in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 35

0% more funds holding

Funds holding: 139 → 139 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

0.14% less ownership

Funds ownership: 67.69% → 67.55% (-0.14%)

3% less capital invested

Capital invested by funds: $521M → $505M (-$15.6M)

Holders
139
Holders Change
–
Holders Change %
0%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
58
Reduced
35
Closed
14
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$5.5M
2
Bank of America
Bank of America
North Carolina
+$2.53M
3
MAM
Martingale Asset Management
Massachusetts
+$2.14M
4
BCM
Bridgeway Capital Management
Texas
+$1.99M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$9.95M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$8.34M
3
ECA
Endeavour Capital Advisors
Connecticut
-$3.04M
4
PTC
Philadelphia Trust Company
Pennsylvania
-$2.24M
5
Stifel Financial
Stifel Financial
Missouri
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$3.79M +$626K +24,194 +19%
BFC
27
Banc Funds Company
Illinois
$3.48M -$1.37M -52,926 -28%
PI
28
Putnam Investments
Massachusetts
$3.45M +$129K +5,000 +4%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$3.3M +$992K +38,352 +42%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$3.03M +$503K +19,457 +20%
OAM
31
Oxford Asset Management
United Kingdom
$2.96M -$502K -19,385 -14%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$2.6M -$95K -3,671 -3%
Victory Capital Management
33
Victory Capital Management
Texas
$2.37M +$117K +4,522 +5%
MCM
34
Maltese Capital Management
New York
$2.37M -$363K -14,034 -13%
Bessemer Group
35
Bessemer Group
New Jersey
$2.19M +$109K +4,200 +5%
Prudential Financial
36
Prudential Financial
New Jersey
$2.13M +$1.13M +43,636 +109%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$1.89M +$717K +27,704 +60%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$1.82M -$430K -16,610 -19%
LSV Asset Management
39
LSV Asset Management
Illinois
$1.8M – – –
Two Sigma Advisers
40
Two Sigma Advisers
New York
$1.79M -$44K -1,700 -2%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$1.77M +$445K +17,211 +33%
Citadel Advisors
42
Citadel Advisors
Florida
$1.71M +$221K +8,553 +15%
WG
43
Winton Group
United Kingdom
$1.64M +$1.66M +64,209 New
Hotchkis & Wiley Capital Management
44
Hotchkis & Wiley Capital Management
California
$1.55M +$21.7K +840 +1%
Ameriprise
45
Ameriprise
Minnesota
$1.43M – – –
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.39M – – –
LCM
47
Logan Capital Management
Pennsylvania
$1.37M – – –
First Manhattan
48
First Manhattan
New York
$1.37M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
49
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.35M +$787K +30,400 +136%
ROC
50
River Oaks Capital
Minnesota
$1.29M – – –
1
2
3 4 5

UVSP Hedge Fund Activity: Q3 2019 in Review

139 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2019, worth a combined $505M — down 3% from $521M a quarter earlier.

Fund positioning in UVSP was balanced in Q3 2019: 14 funds opened new positions, 14 closed out, 58 added to existing stakes and 35 trimmed.

The largest buyer was Impax Asset Management Group, adding an estimated $5.5M. The largest seller was FJ Capital Management, exiting entirely with an estimated $9.95M sold.

  • 139 institutional investors held Univest Financial (UVSP) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $505M of Univest Financial stock for Q3 2019, down 3% quarter-over-quarter.
  • 14 funds opened new Univest Financial positions in Q3 2019 and 14 closed out, a net change of 0 holders.
  • The largest Univest Financial buyer in Q3 2019 was Impax Asset Management Group, an estimated $5.5M added.
  • The largest Univest Financial seller in Q3 2019 was FJ Capital Management, an estimated $9.95M sold.

Based on aggregated 13F filings for Q3 2019.