Univest Financial
UVSP
81 hedge funds and large institutions have $145M invested in Univest Financial in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
55% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 22
16% more capital invested
Capital invested by funds: $125M → $145M (+$20M)
7% more funds holding
Funds holding: 76 → 81 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
+$8.46M |
| 2 |
KIM
Kestrel Investment Management
San Mateo,
California
|
+$2.08M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$1.43M |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$994K |
| 5 |
BBA
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
+$912K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$2.8M |
| 2 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
-$2.15M |
| 3 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$2.05M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.85M |
| 5 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
U
76
UBS
Zurich,
Switzerland
| $15K | +$14.2K | +714 | New |
|
77
Teacher Retirement System of Texas
Austin,
Texas
| $13K | -$29.8K | -1,496 | -71% |
|
78
BlackRock
New York
| $12K | – | – | – |
|
79
Ameriprise
Minneapolis,
Minnesota
| $8K | -$20.7K | -1,041 | -73% |
|
80
BNP Paribas Financial Markets
Paris,
France
| $4.47K | +$4.3K | +216 | New |
|
81
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $344 | +$132K | +6,599 | +66% |
|
|
TAM
82
THB Asset Management
Norwalk,
Connecticut
| – | -$2.8M | -148,800 | Closed |
|
|
MPM
83
Meritage Portfolio Management
Overland Park,
Kansas
| – | -$2.15M | -114,285 | Closed |
|
|
PIM
84
Perkins Investment Management
Chicago,
Illinois
| – | -$1.13M | -60,000 | Closed |
|
85
ProShare Advisors
Bethesda,
Maryland
| – | -$200K | -10,603 | Closed |
|
|
RFC
86
Russell Frank Company
Seattle,
Washington
| – | -$106K | -5,608 | Closed |
|
|
TRCT
87
Tower Research Capital (TRC)
New York
| – | -$69K | -3,629 | Closed |
|
88
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$4K | -186 | Closed |
|
UVSP Hedge Fund Activity: Q4 2013 in Review
81 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2013, worth a combined $145M — up 16% from $125M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new UVSP positions and 7 closed out — a net gain of 5 holders — while 34 added to existing stakes and 22 trimmed.
The largest buyer was Bryn Mawr Capital Management Inc, adding an estimated $8.46M. The largest seller was THB Asset Management, exiting entirely with an estimated $2.8M sold.
- 81 institutional investors held Univest Financial (UVSP) as of Q4 2013, up from 76 in Q3 2013.
- Funds reported $145M of Univest Financial stock for Q4 2013, up 16% quarter-over-quarter.
- 12 funds opened new Univest Financial positions in Q4 2013 and 7 closed out, a net change of +5 holders.
- The largest Univest Financial buyer in Q4 2013 was Bryn Mawr Capital Management Inc, an estimated $8.46M added.
- The largest Univest Financial seller in Q4 2013 was THB Asset Management, an estimated $2.8M sold.
Based on aggregated 13F filings for Q4 2013.