Univest Financial
UVSP
119 hedge funds and large institutions have $518M invested in Univest Financial in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
18% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 33
4% more funds holding
Funds holding: 114 → 119 (+5)
0.01% more ownership
Funds ownership: 66.55% → 66.56% (+0.01%)
4% less capital invested
Capital invested by funds: $538M → $518M (-$20.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$9.62M |
| 2 |
Renaissance Technologies
New York
|
+$5.17M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.08M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.39M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$19.9M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$2.82M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$2.75M |
| 4 |
State Street
Boston,
Massachusetts
|
-$2.01M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.19M |
UVSP Hedge Fund Activity: Q3 2018 in Review
119 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2018, worth a combined $518M — down 3.9% from $538M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new UVSP positions and 9 closed out — a net gain of 5 holders — while 39 added to existing stakes and 33 trimmed.
The largest buyer was Endeavour Capital Advisors, adding an estimated $9.62M. The largest seller was Aberdeen Group, cutting an estimated $19.9M.
- 119 institutional investors held Univest Financial (UVSP) as of Q3 2018, up from 114 in Q2 2018.
- Funds reported $518M of Univest Financial stock for Q3 2018, down 3.9% quarter-over-quarter.
- 14 funds opened new Univest Financial positions in Q3 2018 and 9 closed out, a net change of +5 holders.
- The largest Univest Financial buyer in Q3 2018 was Endeavour Capital Advisors, an estimated $9.62M added.
- The largest Univest Financial seller in Q3 2018 was Aberdeen Group, an estimated $19.9M sold.
Based on aggregated 13F filings for Q3 2018.