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Univest Financial
UVSP

Overview Fund Activity

120 hedge funds and large institutions have $331M invested in Univest Financial in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+11
Holders Change %
+10.09%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
65
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCM
1
FJ Capital Management
Virginia
$14.5M
2
KCM
2
Kennedy Capital Management
Missouri
$16.4M
3
CP
3
Clover Partners
Texas
$8.45M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$21M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$23M

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$1.52M
3
Nomura Holdings
3
Nomura Holdings
Japan
$0
4
WAM
4
Weiss Asset Management
Massachusetts
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
51
KeyBank National Association
Ohio
$837K +$837K +35,834 New
Invesco
52
Invesco
Georgia
$809K +$72.1K +3,086 +10%
MPAM
53
Monarch Partners Asset Management
Massachusetts
$793K +$89K +3,810 +13%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$791K +$367K +15,698 +87%
Goldman Sachs
55
Goldman Sachs
New York
$779K +$469K +20,077 +151%
BBA
56
BLB&B Advisors
Pennsylvania
$744K +$11.4K +486 +2%
SCM
57
Sterling Capital Management
North Carolina
$733K +$733K +31,372 New
AllianceBernstein
58
AllianceBernstein
Tennessee
$732K +$417K +17,873 +133%
SLG
59
Stanley-Laman Group
Pennsylvania
$695K -$251K -10,725 -27%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$678K +$657K +28,113 +3,162%
TU
61
TDAM USA
Ontario, Canada
$650K -$58.1K -2,488 -8%
PRCP
62
Pacific Ridge Capital Partners
Oregon
$646K -$6.54K -280 -1%
CEI
63
Clark Estates Inc
New York
$607K +$607K +25,998 New
MERSOM
64
Municipal Employees' Retirement System of Michigan
Michigan
$565K – – –
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$560K +$111K +4,769 +25%
Los Angeles Capital Management
66
Los Angeles Capital Management
California
$511K +$120K +5,143 +31%
VRS
67
Virginia Retirement Systems
Virginia
$502K +$117K +5,000 +30%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$435K +$89.5K +3,832 +26%
NFA
69
Nationwide Fund Advisors
Ohio
$427K +$96K +4,115 +29%
AIG
70
American International Group
New York
$387K +$133K +5,712 +53%
Teacher Retirement System of Texas
71
Teacher Retirement System of Texas
Texas
$383K +$63.7K +2,726 +20%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$373K +$100K +4,294 +37%
Creative Planning
73
Creative Planning
Kansas
$373K +$373K +15,953 New
TBA
74
Tower Bridge Advisors
Pennsylvania
$333K – – –
BIC
75
Beach Investment Counsel
Pennsylvania
$325K -$91.5K -3,924 -22%
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