Univest Financial
UVSP
114 hedge funds and large institutions have $493M invested in Univest Financial in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 17 closing their positions.
20% more capital invested
Capital invested by funds: $412M → $493M (+$80.8M)
2.02% more ownership
Funds ownership: 59.68% → 61.7% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 40
8% less funds holding
Funds holding: 124 → 114 (-10)
59% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$10.1M |
| 2 |
Bank of New York Mellon
New York
|
+$8.64M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.26M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$5.12M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$5.88M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$3.55M |
| 3 |
Two Sigma Investments
New York
|
-$1.67M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.38M |
| 5 |
JP Morgan Chase
New York
|
-$1.18M |
UVSP Hedge Fund Activity: Q2 2017 in Review
114 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2017, worth a combined $493M — up 20% from $412M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of UVSP and 7 opened new positions — a net loss of 10 holders — while 40 trimmed existing stakes and 38 added.
The largest buyer was Aberdeen Asset Management, adding an estimated $10.1M. The largest seller was Banc Funds Company, cutting an estimated $5.88M.
- 114 institutional investors held Univest Financial (UVSP) as of Q2 2017, down from 124 in Q1 2017.
- Funds reported $493M of Univest Financial stock for Q2 2017, up 20% quarter-over-quarter.
- 7 funds opened new Univest Financial positions in Q2 2017 and 17 closed out, a net change of -10 holders.
- The largest Univest Financial buyer in Q2 2017 was Aberdeen Asset Management, an estimated $10.1M added.
- The largest Univest Financial seller in Q2 2017 was Banc Funds Company, an estimated $5.88M sold.
Based on aggregated 13F filings for Q2 2017.