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Univest Financial
UVSP

Overview Fund Activity

124 hedge funds and large institutions have $412M invested in Univest Financial in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-6
Holders Change %
-4.62%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
35
Reduced
43
Closed
14
Calls
$106K
Puts
$293K
Net Calls
-$187K
Net Calls Change
+$113K

Top Buyers

1
BlackRock
1
BlackRock
New York
$45.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$21.6M
3
AAM
3
Aberdeen Asset Management
United Kingdom
$43.6M
4
PI
4
Putnam Investments
Massachusetts
$3.87M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$30.2M

Top Sellers

1
LBS
1
Lawrence B. Seidman
$0
2
CP
2
Clover Partners
Texas
$0
3
EI
3
EAM Investors
California
$1.09M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
State Street
5
State Street
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
76
VOYA Investment Management
Georgia
$387K – – –
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$380K +$119K +4,600 +46%
TBA
78
Tower Bridge Advisors
Pennsylvania
$369K – – –
Goldman Sachs
79
Goldman Sachs
New York
$348K +$45.6K +1,761 +15%
NGA
80
Naples Global Advisors
Florida
$342K -$6.19K -239 -2%
SGI
81
Summit Global Investments
Utah
$326K – – –
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$315K -$134K -5,157 -30%
ARTA
83
A.R.T. Advisors
New York
$310K +$77.5K +3,000 +33%
NB
84
NBT Bank
New York
$306K – – –
ECA
85
Endeavour Capital Advisors
Connecticut
$306K +$306K +11,819 New
AAM
86
Aureus Asset Management
Massachusetts
$305K – – –
GC
87
Guggenheim Capital
Illinois
$297K -$6.29K -242 -2%
Principal Financial Group
88
Principal Financial Group
Iowa
$269K – – –
HCM
89
Highbridge Capital Management
New York
$261K -$220K -8,496 -46%
Public Employees Retirement Association of Colorado
90
Public Employees Retirement Association of Colorado
Colorado
$249K – – –
BIC
91
Beach Investment Counsel
Pennsylvania
$234K -$127K -4,898 -35%
GCP
92
GSA Capital Partners
United Kingdom
$220K +$220K +8,500 New
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$208K – – –
SEI Investments
94
SEI Investments
Pennsylvania
$191K -$11.4K -439 -6%
SG Americas Securities
95
SG Americas Securities
New York
$181K +$181K +6,971 New
Bank of America
96
Bank of America
North Carolina
$180K -$64.3K -2,487 -26%
Barclays
97
Barclays
United Kingdom
$160K +$138K +5,339 +630%
Legal & General Group
98
Legal & General Group
United Kingdom
$155K -$2.01K -77 -1%
BGIM
99
Brandywine Global Investment Management
Pennsylvania
$141K – – –
US Bancorp
100
US Bancorp
Minnesota
$131K – – –
2 3
4
5 6