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Univest Financial
UVSP

Overview Fund Activity

105 hedge funds and large institutions have $179M invested in Univest Financial in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
44
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.01M
2
AAM
2
Aberdeen Asset Management
United Kingdom
$9.53M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.43M
4
FCM
4
FJ Capital Management
Virginia
$1.06M
5
State Street
5
State Street
Massachusetts
$7.17M

Top Sellers

1
CCM
1
Castine Capital Management
Massachusetts
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
MAM
3
Martingale Asset Management
Massachusetts
$297K
4
Victory Capital Management
4
Victory Capital Management
Texas
$578K
5
Millennium Management
5
Millennium Management
New York
$257K
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
76
Public Employees Retirement Association of Colorado
Colorado
$187K – – –
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$180K – – –
BA
78
BlackRock Advisors
Delaware
$179K +$10.3K +529 +6%
Teacher Retirement System of Texas
79
Teacher Retirement System of Texas
Texas
$169K +$6.35K +326 +4%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$134K – – –
UBS Group
81
UBS Group
Switzerland
$132K -$7.32K -373 -5%
MERSOM
82
Municipal Employees' Retirement System of Michigan
Michigan
$125K +$125K +6,390 New
BG
83
BlackRock Group
United Kingdom
$110K +$62.7K +3,219 +133%
BGIM
84
Brandywine Global Investment Management
Pennsylvania
$107K -$17.6K -900 -14%
Legal & General Group
85
Legal & General Group
United Kingdom
$74K +$17.3K +888 +31%
Federated Hermes
86
Federated Hermes
Pennsylvania
$68K -$3.68K -189 -5%
MFS
87
MSI Financial Services
Massachusetts
$63K – – –
Bank of America
88
Bank of America
North Carolina
$44K -$4.04K -208 -8%
US Bancorp
89
US Bancorp
Minnesota
$43K +$24.8K +1,282 +137%
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$39K +$39K +2,000 New
BlackRock
91
BlackRock
New York
$37K +$13.2K +680 +55%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$29K +$10.2K +505 +54%
APSP
93
Asset Planning Services (Pennsylvania)
Pennsylvania
$24K – – –
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$18K – – –
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$18K – – –
Canada Life
96
Canada Life
Manitoba, Canada
$18K – – –
NFG
97
Next Financial Group
Texas
$16K +$16K +855 New
LTFS
98
Ladenburg Thalmann Financial Services
Florida
$14K – – –
GWM
99
Geneos Wealth Management
Colorado
$9K +$9K +500 New
SEI Investments
100
SEI Investments
Pennsylvania
$7K +$7K +371 New
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