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Univest Financial

120 hedge funds and large institutions have $331M invested in Univest Financial in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+11
Holders Change %
+10.09%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
65
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BA
76
BlackRock Advisors
Delaware
$317K +$92.5K +3,963 +41%
NGA
77
Naples Global Advisors
Florida
$316K +$316K +13,544 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$306K +$272K +11,613 +810%
Morgan Stanley
79
Morgan Stanley
New York
$290K +$109K +4,655 +60%
SG Americas Securities
80
SG Americas Securities
New York
$285K +$285K +12,182 New
Bank of America
81
Bank of America
North Carolina
$262K -$601K -25,813 -70%
AG
82
Aperio Group
California
$257K +$257K +10,998 New
GC
83
Guggenheim Capital
Illinois
$251K +$251K +10,752 New
AAM
84
Aureus Asset Management
Massachusetts
$243K +$243K +10,404 New
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$235K +$303 +13 +0.1%
GP
86
Girard Partners
Pennsylvania
$232K +$232K +9,912 New
Public Employees Retirement Association of Colorado
87
Public Employees Retirement Association of Colorado
Colorado
$224K
MC
88
Menta Capital
California
$206K -$84.5K -3,627 -29%
BG
89
BlackRock Group
United Kingdom
$204K +$72.1K +3,088 +55%
Citadel Advisors
90
Citadel Advisors
Florida
$203K -$516K -22,109 -72%
BlackRock
91
BlackRock
New York
$186K +$65.6K +2,816 +55%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$181K -$35.4K -1,510 -16%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$165K
UBS Group
94
UBS Group
Switzerland
$132K -$24.3K -1,047 -16%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$128K
SEI Investments
96
SEI Investments
Pennsylvania
$127K +$89.2K +3,813 +236%
US Bancorp
97
US Bancorp
Minnesota
$99K +$25.6K +1,100 +35%
Legal & General Group
98
Legal & General Group
United Kingdom
$75K -$14.4K -613 -16%
Citigroup
99
Citigroup
New York
$69K -$17.9K -763 -21%
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$69K +$22K +936 +47%