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Univest Financial

109 hedge funds and large institutions have $214M invested in Univest Financial in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
41
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIG
76
American International Group
New York
$228K -$13.9K -660 -6%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$216K +$216K +10,256 New
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$211K -$860 -41 -0.4%
Public Employees Retirement Association of Colorado
79
Public Employees Retirement Association of Colorado
Colorado
$202K
BA
80
BlackRock Advisors
Delaware
$202K +$9.2K +438 +5%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$195K +$42 +2 +0%
Morgan Stanley
82
Morgan Stanley
New York
$163K -$755K -35,883 -82%
Barclays
83
Barclays
United Kingdom
$163K +$162K +7,711 +19,278%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$145K
UBS Group
85
UBS Group
Switzerland
$142K
BG
86
BlackRock Group
United Kingdom
$119K
BGIM
87
Brandywine Global Investment Management
Pennsylvania
$115K
BlackRock
88
BlackRock
New York
$109K +$68.8K +3,257 +171%
Citigroup
89
Citigroup
New York
$78K -$280K -13,266 -78%
Legal & General Group
90
Legal & General Group
United Kingdom
$78K
Federated Hermes
91
Federated Hermes
Pennsylvania
$74K +$650 +31 +0.9%
MFS
92
MSI Financial Services
Massachusetts
$68K
US Bancorp
93
US Bancorp
Minnesota
$66K +$19.6K +936 +42%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$42K
SEI Investments
95
SEI Investments
Pennsylvania
$34K +$26.2K +1,245 +336%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$29K -$101 -5 -0.3%
APSP
97
Asset Planning Services (Pennsylvania)
Pennsylvania
$26K
Schroder Investment Management Group
98
Schroder Investment Management Group
United Kingdom
$21K +$21K +1,000 New
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$20K
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$19K -$940 -44 -5%