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Univest Financial
UVSP

Overview Fund Activity

109 hedge funds and large institutions have $214M invested in Univest Financial in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
41
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Aberdeen Asset Management
United Kingdom
$15.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.7M
3
FCM
3
FJ Capital Management
Virginia
$3.02M
4
BCM
4
Bluefin Capital Management
New York
$1.77M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$15M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.8M
2
MCM
2
Maltese Capital Management
New York
$0
3
UF
3
Univest Financial
Pennsylvania
$17.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$163K
5
UBS AM
5
UBS AM
Illinois
$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$663K +$171K +8,117 +35%
BBA
52
BLB&B Advisors
Pennsylvania
$659K – – –
Citadel Advisors
53
Citadel Advisors
Florida
$648K +$648K +30,805 New
TU
54
TDAM USA
Ontario, Canada
$637K -$10.1K -480 -2%
MPAM
55
Monarch Partners Asset Management
Massachusetts
$633K +$119K +5,650 +23%
Victory Capital Management
56
Victory Capital Management
Texas
$622K – – –
PRCP
57
Pacific Ridge Capital Partners
Oregon
$587K – – –
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$540K -$127K -6,040 -19%
MERSOM
59
Municipal Employees' Retirement System of Michigan
Michigan
$513K +$377K +17,800 +279%
CIC
60
Cornercap Investment Counsel
Georgia
$488K – – –
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$404K – – –
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$381K -$190K -9,020 -33%
BIC
63
Beach Investment Counsel
Pennsylvania
$375K – – –
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$352K -$150K -7,115 -30%
VRS
65
Virginia Retirement Systems
Virginia
$347K +$347K +16,500 New
VOYA Investment Management
66
VOYA Investment Management
Georgia
$314K – – –
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$311K – – –
TBA
68
Tower Bridge Advisors
Pennsylvania
$299K -$120K -5,700 -29%
NFA
69
Nationwide Fund Advisors
Ohio
$298K – – –
Teacher Retirement System of Texas
70
Teacher Retirement System of Texas
Texas
$287K +$105K +4,990 +58%
AllianceBernstein
71
AllianceBernstein
Tennessee
$283K +$67.2K +3,200 +31%
Goldman Sachs
72
Goldman Sachs
New York
$279K +$279K +13,256 New
MAM
73
Martingale Asset Management
Massachusetts
$276K -$44.2K -2,100 -14%
MC
74
Menta Capital
California
$262K +$21K +1,000 +9%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$246K +$2.84K +135 +1%
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3
4 5