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Univest Financial
UVSP

Overview Fund Activity

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
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

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$8.49M
2
Wells Fargo
2
Wells Fargo
California
$11.7M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$3.07M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$29.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$54.3M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$20.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$976K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.35M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
76
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$588K +$116K +4,400 +24%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$563K +$186K +7,076 +49%
First Trust Advisors
78
First Trust Advisors
Illinois
$553K -$109K -4,162 -17%
BWP
79
Bernardo Wealth Planning
Pennsylvania
$543K +$543K +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 +$260K +9,905 +107%
AG
83
Algert Global
California
$492K -$148K -5,632 -23%
AIG
84
American International Group
New York
$480K -$2.68K -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 +$46.9K +1,789 +13%
AL
88
AJO LP
Pennsylvania
$396K – – –
Millennium Management
89
Millennium Management
New York
$396K +$396K +15,089 New
TAM
90
Tradition Asset Management
Virginia
$386K +$386K +14,714 New
VOYA Investment Management
91
VOYA Investment Management
Georgia
$371K +$7.73K +294 +2%
OC
92
Oppenheimer & Co
New York
$349K -$6.09K -232 -2%
HSA
93
HBK Sorce Advisory
Pennsylvania
$348K -$3.73K -142 -1%
MIM
94
MetLife Investment Management
New Jersey
$319K – – –
SEI Investments
95
SEI Investments
Pennsylvania
$315K +$18.6K +675 +6%
NB
96
NBT Bank
New York
$310K – – –
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$307K +$307K +11,709 New
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$285K -$47K -1,789 -14%
GP
99
Girard Partners
Pennsylvania
$272K – – –
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$271K -$8.06K -314 -3%
2 3
4
5 6