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Univest Financial

139 hedge funds and large institutions have $521M invested in Univest Financial in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $486M → $521M (+$34.5M)

6% more funds holding

Funds holding: 131139 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.17% less ownership

Funds ownership: 67.86%67.69% (-0.17%)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
41
Reduced
44
Closed
8
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$1.35M -$1.54M -61,306 -54%
ROC
52
River Oaks Capital
Minnesota
$1.33M
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$1.22M -$81.1K -3,231 -7%
BBA
54
BLB&B Advisors
Pennsylvania
$1.21M +$4.69K +187 +0.4%
Invesco
55
Invesco
Georgia
$1.2M -$248K -9,874 -18%
Squarepoint
56
Squarepoint
New York
$1.19M +$492K +19,605 +76%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$1.16M
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$1.15M +$21K +837 +2%
CIC
59
Cornercap Investment Counsel
Georgia
$1.07M +$15.3K +610 +2%
Prudential Financial
60
Prudential Financial
New Jersey
$1.05M -$189K -7,520 -16%
Morgan Stanley
61
Morgan Stanley
New York
$976K -$4.65M -185,469 -83%
UBS AM
62
UBS AM
Illinois
$949K -$82.1K -3,272 -8%
Assenagon Asset Management
63
Assenagon Asset Management
Luxembourg
$937K +$895K +35,680 New
PRCP
64
Pacific Ridge Capital Partners
Oregon
$884K -$64K -2,550 -7%
AllianceBernstein
65
AllianceBernstein
Tennessee
$831K +$22.6K +900 +3%
HIM
66
Hillsdale Investment Management
Ontario, Canada
$817K +$780K +31,100 New
CS
67
Credit Suisse
Switzerland
$746K -$126K -5,028 -15%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$742K
SO
69
STRS Ohio
Ohio
$740K -$20.1K -800 -3%
KeyBank National Association
70
KeyBank National Association
Ohio
$737K -$703 -28 -0.1%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$715K
Truist Financial
72
Truist Financial
North Carolina
$704K
DCM
73
Dupont Capital Management
Delaware
$682K +$652K +25,963 New
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$645K -$82.8K -3,300 -12%
Jacobs Levy Equity Management
75
Jacobs Levy Equity Management
New Jersey
$628K -$130K -5,200 -18%

UVSP Hedge Fund Activity: Q2 2019 in Review

139 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2019, worth a combined $521M — up 7.1% from $486M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UVSP positions and 8 closed out — a net gain of 12 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $8.12M. The largest seller was Aberdeen Group, cutting an estimated $10.1M.

  • 139 institutional investors held Univest Financial (UVSP) as of Q2 2019, up from 131 in Q1 2019.
  • Funds reported $521M of Univest Financial stock for Q2 2019, up 7.1% quarter-over-quarter.
  • 20 funds opened new Univest Financial positions in Q2 2019 and 8 closed out, a net change of +12 holders.
  • The largest Univest Financial buyer in Q2 2019 was Nuveen, an estimated $8.12M added.
  • The largest Univest Financial seller in Q2 2019 was Aberdeen Group, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2019.