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Univest Financial
UVSP

Overview Fund Activity

124 hedge funds and large institutions have $412M invested in Univest Financial in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-6
Holders Change %
-4.62%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
35
Reduced
43
Closed
14
Calls
$106K
Puts
$293K
Net Calls
-$187K
Net Calls Change
+$113K

Top Buyers

1
BlackRock
1
BlackRock
New York
$45.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$21.6M
3
AAM
3
Aberdeen Asset Management
United Kingdom
$43.6M
4
PI
4
Putnam Investments
Massachusetts
$3.87M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$30.2M

Top Sellers

1
LBS
1
Lawrence B. Seidman
$0
2
CP
2
Clover Partners
Texas
$0
3
EI
3
EAM Investors
California
$1.09M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
State Street
5
State Street
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
51
AQR Capital Management
Connecticut
$1.01M +$592K +22,873 +141%
ACM
52
Ativo Capital Management
Illinois
$987K – – –
Invesco
53
Invesco
Georgia
$975K -$20.1K -775 -2%
PRCP
54
Pacific Ridge Capital Partners
Oregon
$945K +$218K +8,410 +30%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$944K +$20.3K +784 +2%
KeyBank National Association
56
KeyBank National Association
Ohio
$902K -$25.9K -1,000 -3%
AllianceBernstein
57
AllianceBernstein
Tennessee
$797K -$15.5K -600 -2%
UBS AM
58
UBS AM
Illinois
$781K -$778K -30,054 -50%
MPAM
59
Monarch Partners Asset Management
Massachusetts
$761K – – –
Ameriprise
60
Ameriprise
Minnesota
$742K -$972K -37,512 -57%
TU
61
TDAM USA
Ontario, Canada
$682K -$38.8K -1,500 -5%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$665K +$44.1K +1,701 +7%
GP
63
Girard Partners
Pennsylvania
$652K +$184K +7,107 +39%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$522K -$961K -37,095 -65%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$505K +$505K +19,484 New
Millennium Management
66
Millennium Management
New York
$481K +$232K +8,960 +93%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$476K -$75.3K -2,920 -14%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$452K – – –
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$421K -$146K -5,622 -26%
VRS
70
Virginia Retirement Systems
Virginia
$417K -$168K -6,500 -29%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$414K – – –
AWCI
72
Alpine Woods Capital Investors
New York
$414K +$414K +16,000 New
Creative Planning
73
Creative Planning
Kansas
$413K – – –
CCMH
74
Cornerstone Capital Management Holdings
New York
$408K +$408K +15,789 New
AIG
75
American International Group
New York
$388K -$39.8K -1,536 -9%
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