Univest Financial
UVSP
85 hedge funds and large institutions have $147M invested in Univest Financial in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
6% more funds holding
Funds holding: 80 → 85 (+5)
2% more capital invested
Capital invested by funds: $144M → $147M (+$2.85M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
36% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$5.37M |
| 2 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$1.52M |
| 3 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$714K |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$672K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$529K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$3.56M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$1.31M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$959K |
| 4 |
Morgan Stanley
New York
|
-$557K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$533K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
76
Virtus Fund Advisers
Hartford,
Connecticut
| $29K | +$27.7K | +1,387 | New |
|
77
Ameriprise
Minneapolis,
Minnesota
| $23K | +$11.6K | +580 | +112% |
|
78
Canada Life
Winnipeg,
Manitoba, Canada
| $19K | – | – | – |
|
79
Schroder Investment Management Group
London,
United Kingdom
| $16.6K | – | – | – |
|
80
M&T Bank
Buffalo,
New York
| $15K | – | – | – |
|
81
Teacher Retirement System of Texas
Austin,
Texas
| $12K | – | – | – |
|
82
BlackRock
New York
| $10K | -$1.54K | -77 | -14% |
|
83
Bank of Montreal
Toronto,
Ontario, Canada
| $8K | +$8.19K | +410 | New |
|
|
GC
84
Globeflex Capital
San Diego,
California
| $2K | +$2.74K | +137 | New |
|
85
BNP Paribas Financial Markets
Paris,
France
| $1.47K | +$679 | +34 | +92% |
|
|
BG
86
BlackRock Group
London,
United Kingdom
| – | -$430K | -20,946 | Closed |
|
87
ProShare Advisors
Bethesda,
Maryland
| – | -$346K | -16,871 | Closed |
|
|
U
88
UBS
Zurich,
Switzerland
| – | -$23K | -1,128 | Closed |
|
|
SNT
89
Security National Trust
Wheeling,
West Virginia
| – | -$20K | -984 | Closed |
|
UVSP Hedge Fund Activity: Q2 2014 in Review
85 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2014, worth a combined $147M — up 2% from $144M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UVSP positions and 4 closed out — a net gain of 5 holders — while 23 added to existing stakes and 36 trimmed.
The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $5.37M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $3.56M.
- 85 institutional investors held Univest Financial (UVSP) as of Q2 2014, up from 80 in Q1 2014.
- Funds reported $147M of Univest Financial stock for Q2 2014, up 2% quarter-over-quarter.
- 9 funds opened new Univest Financial positions in Q2 2014 and 4 closed out, a net change of +5 holders.
- The largest Univest Financial buyer in Q2 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $5.37M added.
- The largest Univest Financial seller in Q2 2014 was Bryn Mawr Capital Management Inc, an estimated $3.56M sold.
Based on aggregated 13F filings for Q2 2014.