Univest Financial
UVSP
80 hedge funds and large institutions have $144M invested in Univest Financial in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 7 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 26
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $145M → $144M (-$804K)
1% less funds holding
Funds holding: 81 → 80 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$3.38M |
| 2 |
KIM
Kestrel Investment Management
San Mateo,
California
|
+$3.07M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$2.2M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$1.46M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$998K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$8.02M |
| 2 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$1.49M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.48M |
| 4 |
UF
Univest Financial
Souderton,
Pennsylvania
|
-$731K |
| 5 |
Goldman Sachs
New York
|
-$523K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
BlackRock
New York
| $11K | – | – | – |
|
77
Ameriprise
Minneapolis,
Minnesota
| $11K | +$2.72K | +140 | +37% |
|
78
Bank of America
Charlotte,
North Carolina
| $5K | -$25.5K | -1,315 | -84% |
|
79
BNP Paribas Financial Markets
Paris,
France
| $729 | -$3.48K | -179 | -83% |
|
80
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $339 | -$1.55K | -80 | -0.5% |
|
|
ICOM
81
Investment Counselors of Maryland
Baltimore,
Maryland
| – | -$1.49M | -72,113 | Closed |
|
|
TC
82
TFS Capital
West Chester,
Pennsylvania
| – | -$1.48M | -71,557 | Closed |
|
|
83
Goldman Sachs
New York
| – | -$523K | -25,303 | Closed |
|
|
SCM
84
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$368K | -17,811 | Closed |
|
85
Millennium Management
New York
| – | -$240K | -11,621 | Closed |
|
86
D.E. Shaw & Co
New York
| – | -$203K | -9,799 | Closed |
|
87
Citadel Advisors
Miami,
Florida
| – | -$29K | -1,401 | Closed |
|
UVSP Hedge Fund Activity: Q1 2014 in Review
80 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2014, worth a combined $144M — down 0.55% from $145M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of UVSP and 6 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 31 added.
The largest buyer was Philadelphia Trust Company, opening a new position worth an estimated $3.38M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $8.02M.
- 80 institutional investors held Univest Financial (UVSP) as of Q1 2014, down from 81 in Q4 2013.
- Funds reported $144M of Univest Financial stock for Q1 2014, down 0.55% quarter-over-quarter.
- 6 funds opened new Univest Financial positions in Q1 2014 and 7 closed out, a net change of -1 holder.
- The largest Univest Financial buyer in Q1 2014 was Philadelphia Trust Company, an estimated $3.38M added.
- The largest Univest Financial seller in Q1 2014 was Bryn Mawr Capital Management Inc, an estimated $8.02M sold.
Based on aggregated 13F filings for Q1 2014.