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Univest Financial
UVSP

Overview Fund Activity

117 hedge funds and large institutions have $553M invested in Univest Financial in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
44
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$50.4M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$71.1M
3
MCM
3
Maltese Capital Management
New York
$16.1M
4
State Street
4
State Street
Massachusetts
$20M
5
ECA
5
Endeavour Capital Advisors
Connecticut
$5.02M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$8.67M
2
KCM
2
Kennedy Capital Management
Missouri
$2.28M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$0
4
Asset Management One
4
Asset Management One
Japan
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRCP
51
Pacific Ridge Capital Partners
Oregon
$1.04M +$27.8K +990 +3%
First Trust Advisors
52
First Trust Advisors
Illinois
$982K +$28.2K +1,004 +3%
KeyBank National Association
53
KeyBank National Association
Ohio
$963K – – –
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$911K -$283K -10,100 -24%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$890K +$525K +18,719 +144%
AllianceBernstein
56
AllianceBernstein
Tennessee
$863K – – –
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$830K -$128K -4,559 -13%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$818K – – –
GP
59
Girard Partners
Pennsylvania
$745K +$137K +4,867 +22%
Invesco
60
Invesco
Georgia
$722K -$32.2K -1,149 -4%
UBS AM
61
UBS AM
Illinois
$691K -$12K -427 -2%
TU
62
TDAM USA
Ontario, Canada
$689K -$22.2K -790 -3%
Bank of America
63
Bank of America
North Carolina
$675K +$510K +18,188 +310%
MWNA
64
Marshall Wace North America
New York
$645K +$645K +22,996 New
CA
65
Cullinan Associates
Kentucky
$617K +$617K +22,000 New
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$593K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$523K +$2.07K +74 +0.4%
ZCM
68
Zebra Capital Management
Connecticut
$492K +$492K +17,539 New
AQR Capital Management
69
AQR Capital Management
Connecticut
$491K -$416K -14,820 -46%
AIG
70
American International Group
New York
$491K +$2.3K +82 +0.5%
LPL Financial
71
LPL Financial
California
$476K -$56.1K -2,000 -11%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$448K – – –
Creative Planning
73
Creative Planning
Kansas
$447K – – –
SEI Investments
74
SEI Investments
Pennsylvania
$437K +$25.5K +907 +6%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$427K -$25.8K -920 -6%
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