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Univest Financial
UVSP

Overview Fund Activity

148 hedge funds and large institutions have $543M invested in Univest Financial in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
58
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UF
1
Univest Financial
Pennsylvania
$24.4M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.04M
3
Millennium Management
3
Millennium Management
New York
$2.32M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.64M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.38M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$0
2
CIC
2
Cornercap Investment Counsel
Georgia
$0
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$503K
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
76
KeyBank National Association
Ohio
$725K – – –
CS
77
Credit Suisse
Switzerland
$702K -$84.8K -3,163 -11%
GP
78
Girard Partners
Pennsylvania
$646K +$377K +14,094 +140%
Truist Financial
79
Truist Financial
North Carolina
$621K -$97K -3,620 -14%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$619K -$30.6K -1,143 -5%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$607K +$284K +10,606 +88%
VRS
82
Virginia Retirement Systems
Virginia
$584K +$99.1K +3,700 +20%
DCM
83
Dupont Capital Management
Delaware
$560K – – –
BWP
84
Bernardo Wealth Planning
Pennsylvania
$554K +$54 +2 +0%
MERSOM
85
Municipal Employees' Retirement System of Michigan
Michigan
$547K – – –
Jacobs Levy Equity Management
86
Jacobs Levy Equity Management
New Jersey
$530K -$348K -13,003 -40%
WCM
87
Weld Capital Management
New York
$521K +$521K +19,446 New
TU
88
TDAM USA
Ontario, Canada
$510K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
89
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$503K -$910K -34,000 -64%
EGM
90
Engineers Gate Manager
New York
$494K +$494K +18,455 New
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$483K – – –
AIG
92
American International Group
New York
$482K -$4.04K -151 -0.8%
First Trust Advisors
93
First Trust Advisors
Illinois
$441K -$17K -634 -4%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$420K +$42.2K +1,578 +11%
TAM
95
Tradition Asset Management
Virginia
$386K -$7.9K -295 -2%
AG
96
Aperio Group
California
$364K -$104K -3,892 -22%
AA
97
ALPS Advisors
Colorado
$358K -$15.6K -581 -4%
CCIA
98
Campbell & Co Investment Adviser
Maryland
$353K -$70.3K -2,622 -17%
SAM
99
Shell Asset Management
Netherlands
$329K -$7.68K -287 -2%
MAM
100
Meeder Asset Management
Ohio
$328K +$91.1K +3,393 +38%
2 3
4
5 6