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Univest Financial
UVSP

87 hedge funds and large institutions have $133M invested in Univest Financial in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 85 → 87 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

10% less capital invested

Capital invested by funds: $147M → $133M (-$14.6M)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
30
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$1.87M
2
TU
TDAM USA
Ontario, Canada
+$779K
3
PTC
Philadelphia Trust Company
Pennsylvania
+$621K
4
BCM
Bridgeway Capital Management
Texas
+$486K
5
Stifel Financial
Stifel Financial
Missouri
+$307K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.46M
2
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$1.4M
3
ZIM
Zacks Investment Management
Illinois
-$740K
4
JP Morgan Chase
JP Morgan Chase
New York
-$514K
5
DTL
Dynamic Technology Lab
Singapore
-$432K
Name Holding Trade Value Shares
Change 		Change in
Stake
MERSOM
51
Municipal Employees' Retirement System of Michigan
Michigan
$354K – – –
Deutsche Bank
52
Deutsche Bank
Germany
$328K -$114K -5,876 -25%
Los Angeles Capital Management
53
Los Angeles Capital Management
California
$315K – – –
Stifel Financial
54
Stifel Financial
Missouri
$296K +$307K +15,800 New
VOYA Investment Management
55
VOYA Investment Management
Georgia
$281K – – –
NFA
56
Nationwide Fund Advisors
Ohio
$270K +$4.04K +208 +1%
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$263K – – –
Swiss National Bank
58
Swiss National Bank
Switzerland
$247K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$232K – – –
Two Sigma Investments
60
Two Sigma Investments
New York
$229K -$42K -2,162 -15%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$216K – – –
Millennium Management
62
Millennium Management
New York
$203K +$211K +10,845 New
AIG
63
American International Group
New York
$199K -$175 -9 -0.1%
CNC
64
Citizens & Northern Corp
Pennsylvania
$188K – – –
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$188K – – –
Public Employees Retirement Association of Colorado
66
Public Employees Retirement Association of Colorado
Colorado
$180K – – –
AllianceBernstein
67
AllianceBernstein
Tennessee
$178K -$17.5K -900 -9%
PAM
68
Panagora Asset Management
Massachusetts
$177K +$184K +9,445 New
BA
69
BlackRock Advisors
Delaware
$172K -$3.03K -156 -2%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$136K +$136K +7,000 New
BGIM
71
Brandywine Global Investment Management
Pennsylvania
$120K -$1.17K -60 -0.9%
Acadian Asset Management
72
Acadian Asset Management
Massachusetts
$98K +$101K +5,213 New
Citigroup
73
Citigroup
New York
$85K +$37.9K +1,947 +76%
TRCT
74
Tower Research Capital (TRC)
New York
$79K +$82K +4,218 New
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$78.8K +$66.1K +3,400 +425%
1 2
3
4

UVSP Hedge Fund Activity: Q3 2014 in Review

87 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2014, worth a combined $133M — down 9.9% from $147M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UVSP positions and 7 closed out — a net gain of 2 holders — while 30 added to existing stakes and 30 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $1.87M. The largest seller was Banc Funds Company, cutting an estimated $1.46M.

  • 87 institutional investors held Univest Financial (UVSP) as of Q3 2014, up from 85 in Q2 2014.
  • Funds reported $133M of Univest Financial stock for Q3 2014, down 9.9% quarter-over-quarter.
  • 9 funds opened new Univest Financial positions in Q3 2014 and 7 closed out, a net change of +2 holders.
  • The largest Univest Financial buyer in Q3 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $1.87M added.
  • The largest Univest Financial seller in Q3 2014 was Banc Funds Company, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2014.