Univest Financial
UVSP
76 hedge funds and large institutions have $125M invested in Univest Financial in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
29% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 24
0% more funds holding
Funds holding: 76 → 76 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $125M → $125M (-$287K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
+$2.47M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$986K |
| 3 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$967K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$786K |
| 5 |
JP Morgan Chase
New York
|
+$517K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$1.99M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$1.53M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$797K |
| 4 |
LOM
Loeb Offshore Management
New York
|
-$717K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$697K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $190 | +$1.32K | +67 | +0.7% |
|
|
LOM
77
Loeb Offshore Management
New York
| – | -$717K | -37,600 | Closed |
|
|
MAA
78
Managed Account Advisors
Jersey City,
New Jersey
| – | -$16K | -851 | Closed |
|
|
U
79
UBS
Zurich,
Switzerland
| – | -$15K | -779 | Closed |
|
UVSP Hedge Fund Activity: Q3 2013 in Review
76 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2013, worth a combined $125M — down 0.23% from $125M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UVSP positions and 3 closed out — a net gain of 1 holder — while 31 added to existing stakes and 24 trimmed.
The largest buyer was Bryn Mawr Capital Management Inc, adding an estimated $2.47M. The largest seller was Investment Counselors of Maryland, cutting an estimated $1.99M.
- 76 institutional investors held Univest Financial (UVSP) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $125M of Univest Financial stock for Q3 2013, down 0.23% quarter-over-quarter.
- 4 funds opened new Univest Financial positions in Q3 2013 and 3 closed out, a net change of +1 holder.
- The largest Univest Financial buyer in Q3 2013 was Bryn Mawr Capital Management Inc, an estimated $2.47M added.
- The largest Univest Financial seller in Q3 2013 was Investment Counselors of Maryland, an estimated $1.99M sold.
Based on aggregated 13F filings for Q3 2013.