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Univest Financial

139 hedge funds and large institutions have $521M invested in Univest Financial in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $486M → $521M (+$34.5M)

6% more funds holding

Funds holding: 131139 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.17% less ownership

Funds ownership: 67.86%67.69% (-0.17%)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
41
Reduced
44
Closed
8
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
76
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$588K +$110K +4,400 +24%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$563K +$178K +7,076 +49%
First Trust Advisors
78
First Trust Advisors
Illinois
$553K -$104K -4,162 -17%
BWP
79
Bernardo Wealth Planning
Pennsylvania
$543K +$519K +20,688 New
MERSOM
80
Municipal Employees' Retirement System of Michigan
Michigan
$536K
TU
81
TDAM USA
Ontario, Canada
$526K
Barclays
82
Barclays
United Kingdom
$503K +$249K +9,905 +107%
AG
83
Algert Global
California
$492K -$141K -5,632 -23%
AIG
84
American International Group
New York
$480K -$2.56K -102 -0.6%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$474K
VRS
86
Virginia Retirement Systems
Virginia
$465K
AG
87
Aperio Group
California
$398K +$44.9K +1,789 +13%
AL
88
AJO LP
Pennsylvania
$396K
Millennium Management
89
Millennium Management
New York
$396K +$379K +15,089 New
TAM
90
Tradition Asset Management
Virginia
$386K +$369K +14,714 New
VOYA Investment Management
91
VOYA Investment Management
Georgia
$371K +$7.38K +294 +2%
OC
92
Oppenheimer & Co
New York
$349K -$5.82K -232 -2%
HSA
93
HBK Sorce Advisory
Pennsylvania
$348K -$3.56K -142 -1%
MIM
94
MetLife Investment Management
New Jersey
$319K
SEI Investments
95
SEI Investments
Pennsylvania
$315K +$16.9K +675 +6%
NB
96
NBT Bank
New York
$310K
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$307K +$294K +11,709 New
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$285K -$44.9K -1,789 -14%
GP
99
Girard Partners
Pennsylvania
$272K
JP Morgan Chase
100
JP Morgan Chase
New York
$271K -$7.88K -314 -3%

UVSP Hedge Fund Activity: Q2 2019 in Review

139 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2019, worth a combined $521M — up 7.1% from $486M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UVSP positions and 8 closed out — a net gain of 12 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $8.12M. The largest seller was Aberdeen Group, cutting an estimated $10.1M.

  • 139 institutional investors held Univest Financial (UVSP) as of Q2 2019, up from 131 in Q1 2019.
  • Funds reported $521M of Univest Financial stock for Q2 2019, up 7.1% quarter-over-quarter.
  • 20 funds opened new Univest Financial positions in Q2 2019 and 8 closed out, a net change of +12 holders.
  • The largest Univest Financial buyer in Q2 2019 was Nuveen, an estimated $8.12M added.
  • The largest Univest Financial seller in Q2 2019 was Aberdeen Group, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2019.