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Univest Financial
UVSP

Overview Fund Activity

113 hedge funds and large institutions have $539M invested in Univest Financial in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
31
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$67.9M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$22.9M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$21.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$36.6M
5
Asset Management One
5
Asset Management One
Japan
$1.65M

Top Sellers

1
UF
1
Univest Financial
Pennsylvania
$18.6M
2
KCM
2
Kennedy Capital Management
Missouri
$7.86M
3
FCM
3
FJ Capital Management
Virginia
$19M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$3.55M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.09M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$1.09M 33,990 -29,045 -46%
AQR Capital Management
52
AQR Capital Management
Connecticut
$1.03M 32,319 -13,741 -30%
AllianceBernstein
53
AllianceBernstein
Tennessee
$984K 30,754 – –
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$933K 29,169 – –
Deutsche Bank
55
Deutsche Bank
Germany
$882K 27,639 -13,805 -33%
Invesco
56
Invesco
Georgia
$860K 26,876 +766 +3%
TU
57
TDAM USA
Ontario, Canada
$811K 25,337 – –
UBS AM
58
UBS AM
Illinois
$802K 25,057 -4,930 -16%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$731K 22,838 -1,796 -7%
GP
60
Girard Partners
Pennsylvania
$694K 21,675 +512 +2%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$676K 21,138 – –
LPL Financial
62
LPL Financial
California
$607K 18,961 +18,961 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$596K 18,601 +95 +0.5%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$558K 17,449 – –
AIG
65
American International Group
New York
$557K 17,408 +1,302 +8%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$516K 16,139 – –
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$511K 15,978 – –
Creative Planning
68
Creative Planning
Kansas
$510K 15,953 – –
SEI Investments
69
SEI Investments
Pennsylvania
$468K 14,651 +4,783 +48%
VRS
70
Virginia Retirement Systems
Virginia
$467K 14,600 -1,500 -9%
NGA
71
Naples Global Advisors
Florida
$423K 13,205 – –
TD Asset Management
72
TD Asset Management
Ontario, Canada
$416K 13,000 +13,000 New
AWCI
73
Alpine Woods Capital Investors
New York
$384K 12,000 -6,000 -33%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$382K 11,853 -20,870 -64%
NB
75
NBT Bank
New York
$378K 11,812 – –
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