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Univest Financial
UVSP

Overview Fund Activity

130 hedge funds and large institutions have $475M invested in Univest Financial in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+10
Holders Change %
+8.33%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
39
Reduced
36
Closed
10
Calls
$136K
Puts
$436K
Net Calls
-$300K
Net Calls Change
-$300K

Top Buyers

1
AAM
1
Aberdeen Asset Management
United Kingdom
$42.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.6M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$15.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.2M
5
ZDA
5
Zweig-DiMenna Associates
New York
$4.18M

Top Sellers

1
CP
1
Clover Partners
Texas
$3.77M
2
KCM
2
Kennedy Capital Management
Missouri
$14.3M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$2.31M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$4.72M
5
EA
5
Emerald Advisers
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
76
American International Group
New York
$511K -$1.36K -44 -0.3%
AQR Capital Management
77
AQR Capital Management
Connecticut
$501K +$501K +16,221 New
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$494K – – –
Creative Planning
79
Creative Planning
Kansas
$493K – – –
VOYA Investment Management
80
VOYA Investment Management
Georgia
$462K – – –
BA
81
BlackRock Advisors
Delaware
$462K +$42.5K +1,375 +10%
TBA
82
Tower Bridge Advisors
Pennsylvania
$440K – – –
BIC
83
Beach Investment Counsel
Pennsylvania
$430K – – –
NGA
84
Naples Global Advisors
Florida
$415K -$3.09K -100 -0.7%
SGI
85
Summit Global Investments
Utah
$389K +$389K +12,600 New
BG
86
BlackRock Group
United Kingdom
$369K +$99.8K +3,237 +37%
NB
87
NBT Bank
New York
$365K +$365K +11,812 New
AG
88
Aperio Group
California
$363K +$22.7K +735 +7%
Goldman Sachs
89
Goldman Sachs
New York
$361K -$670K -21,666 -65%
GC
90
Guggenheim Capital
Illinois
$361K +$28.5K +921 +9%
AAM
91
Aureus Asset Management
Massachusetts
$321K – – –
Principal Financial Group
92
Principal Financial Group
Iowa
$320K +$320K +10,367 New
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$311K – – –
Public Employees Retirement Association of Colorado
94
Public Employees Retirement Association of Colorado
Colorado
$297K – – –
Millennium Management
95
Millennium Management
New York
$297K +$297K +9,600 New
Bank of America
96
Bank of America
North Carolina
$292K -$55.6K -1,799 -16%
UBS Group
97
UBS Group
Switzerland
$282K +$106K +3,425 +60%
ARTA
98
A.R.T. Advisors
New York
$278K +$278K +9,000 New
Connor, Clark & Lunn Investment Management (CC&L)
99
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$250K +$250K +8,100 New
SEI Investments
100
SEI Investments
Pennsylvania
$242K +$74K +2,389 +44%
2 3
4
5 6