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Univest Financial
UVSP

Overview Fund Activity

131 hedge funds and large institutions have $486M invested in Univest Financial in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+16
Holders Change %
+13.91%
% of All Funds
2.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
42
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$64M
2
FCM
2
FJ Capital Management
Virginia
$9.26M
3
TA
3
Teachers Advisors
New York
$5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$26M
5
PI
5
Putnam Investments
Massachusetts
$3.32M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$666K
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$29.4M
3
Millennium Management
3
Millennium Management
New York
$0
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
76
Marshall Wace
United Kingdom
$458K +$458K +18,724 New
AIG
77
American International Group
New York
$450K -$14.6K -596 -3%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$442K +$50.8K +2,075 +13%
Grantham, Mayo, Van Otterloo & Co (GMO)
79
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$440K +$440K +18,000 New
VRS
80
Virginia Retirement Systems
Virginia
$433K +$39.1K +1,600 +10%
TCM
81
Tradition Capital Management
New Jersey
$419K – – –
AL
82
AJO LP
Pennsylvania
$368K +$368K +15,065 New
Ameriprise
83
Ameriprise
Minnesota
$358K +$358K +14,664 New
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$352K +$352K +14,380 New
VOYA Investment Management
85
VOYA Investment Management
Georgia
$338K -$13.4K -547 -4%
OC
86
Oppenheimer & Co
New York
$331K -$13.7K -562 -4%
HSA
87
HBK Sorce Advisory
Pennsylvania
$327K -$133K -5,451 -29%
AG
88
Aperio Group
California
$327K +$14.9K +609 +5%
SG Americas Securities
89
SG Americas Securities
New York
$318K +$318K +13,008 New
BGIM
90
Brandywine Global Investment Management
Pennsylvania
$310K – – –
MIM
91
MetLife Investment Management
New Jersey
$297K – – –
NB
92
NBT Bank
New York
$289K – – –
SEI Investments
93
SEI Investments
Pennsylvania
$280K +$48.1K +1,853 +21%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$266K -$270K -11,021 -50%
GP
95
Girard Partners
Pennsylvania
$254K -$46.4K -1,900 -15%
MSL
96
Mackay Shields LLC
New York
$245K +$245K +10,000 New
WIA
97
Westbourne Investment Advisors
Maryland
$235K – – –
Public Employees Retirement Association of Colorado
98
Public Employees Retirement Association of Colorado
Colorado
$235K – – –
TBA
99
Tower Bridge Advisors
Pennsylvania
$227K – – –
Barclays
100
Barclays
United Kingdom
$226K +$186K +7,613 +469%
2 3
4
5 6