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Univest Financial
UVSP

Overview Fund Activity

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.

Holders
114
Holders Change
-10
Holders Change %
-8.06%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
38
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Aberdeen Asset Management
United Kingdom
$61M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$15M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$32.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$5.79M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.8M

Top Sellers

1
BFC
1
Banc Funds Company
Illinois
$1.93M
2
PI
2
Putnam Investments
Massachusetts
$768K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$228K
4
KCM
4
Kennedy Capital Management
Missouri
$11.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$980K
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$1.02M 33,912 -2,533 -7%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$980K 32,723 -41,001 -56%
AllianceBernstein
53
AllianceBernstein
Tennessee
$921K 30,754 – –
UBS AM
54
UBS AM
Illinois
$898K 29,987 -154 -0.5%
Morgan Stanley
55
Morgan Stanley
New York
$880K 29,392 -9,845 -25%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$874K 29,169 +3,499 +14%
Invesco
57
Invesco
Georgia
$782K 26,110 -11,516 -31%
TU
58
TDAM USA
Ontario, Canada
$769K 25,337 -1,000 -4%
PI
59
Putnam Investments
Massachusetts
$768K 25,648 -123,752 -83%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$738K 24,634 +4,484 +22%
GP
61
Girard Partners
Pennsylvania
$634K 21,163 -4,017 -16%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$633K 21,138 +21,138 New
Bank of America
63
Bank of America
North Carolina
$617K 20,590 +13,625 +196%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$554K 18,506 +46 +0.2%
AWCI
65
Alpine Woods Capital Investors
New York
$539K 18,000 +2,000 +13%
MLICM
66
Metropolitan Life Insurance Company (MetLife)
New York
$523K 17,449 – –
VOYA Investment Management
67
VOYA Investment Management
Georgia
$483K 16,139 +1,179 +8%
VRS
68
Virginia Retirement Systems
Virginia
$482K 16,100 – –
AIG
69
American International Group
New York
$482K 16,106 +1,113 +7%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$479K 15,978 – –
Creative Planning
71
Creative Planning
Kansas
$478K 15,953 – –
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$461K 15,391 -870 -5%
ECA
73
Endeavour Capital Advisors
Connecticut
$432K 14,429 +2,610 +22%
ARTA
74
A.R.T. Advisors
New York
$398K 13,300 +1,300 +11%
NGA
75
Naples Global Advisors
Florida
$395K 13,205 – –
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