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Univest Financial
UVSP

Overview Fund Activity

81 hedge funds and large institutions have $145M invested in Univest Financial in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
34
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMCMI
1
Bryn Mawr Capital Management Inc
Pennsylvania
$14.8M
2
KIM
2
Kestrel Investment Management
California
$2.16M
3
TC
3
TFS Capital
Pennsylvania
$1.48M
4
MAM
4
Martingale Asset Management
Massachusetts
$1.03M
5
BBA
5
BLB&B Advisors
Pennsylvania
$946K

Top Sellers

1
TAM
1
THB Asset Management
Connecticut
$0
2
MPM
2
Meritage Portfolio Management
Kansas
$0
3
ICOM
3
Investment Counselors of Maryland
Maryland
$1.49M
4
KCM
4
Kennedy Capital Management
Missouri
$2.02M
5
BFC
5
Banc Funds Company
Illinois
$4.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$354K -$109K -5,269 -24%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$351K +$351K +16,970 New
VOYA Investment Management
53
VOYA Investment Management
Georgia
$309K – – –
NFA
54
Nationwide Fund Advisors
Ohio
$302K -$6.86K -332 -2%
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$300K +$10.5K +508 +4%
Citigroup
56
Citigroup
New York
$285K +$180K +8,734 +172%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$265K +$4.13K +200 +2%
Millennium Management
58
Millennium Management
New York
$240K +$240K +11,621 New
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$238K – – –
AIG
60
American International Group
New York
$229K -$2.32K -112 -1%
BA
61
BlackRock Advisors
Delaware
$228K +$14.7K +714 +7%
Swiss National Bank
62
Swiss National Bank
Switzerland
$217K – – –
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$209K -$72.4K -3,500 -26%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$207K – – –
CNC
65
Citizens & Northern Corp
Pennsylvania
$207K – – –
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$203K +$203K +9,799 New
Public Employees Retirement Association of Colorado
67
Public Employees Retirement Association of Colorado
Colorado
$199K – – –
Barclays
68
Barclays
United Kingdom
$60K +$56.7K +2,804 +1,699%
SGAM
69
Smith Group Asset Management
Texas
$33K – – –
Bank of America
70
Bank of America
North Carolina
$32K +$18.2K +890 +131%
Citadel Advisors
71
Citadel Advisors
Florida
$29K +$29K +1,401 New
SNT
72
Security National Trust
West Virginia
$20K – – –
Canada Life
73
Canada Life
Manitoba, Canada
$19K +$19K +900 New
Schroder Investment Management Group
74
Schroder Investment Management Group
United Kingdom
$16.5K -$188K -9,100 -92%
M&T Bank
75
M&T Bank
New York
$15K – – –
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