Univest Financial
UVSP
100 hedge funds and large institutions have $178M invested in Univest Financial in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
46% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 26
17% more capital invested
Capital invested by funds: $153M → $178M (+$25.4M)
6% more funds holding
Funds holding: 94 → 100 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.59M |
| 2 |
CCM
Castine Capital Management
Boston,
Massachusetts
|
+$3.03M |
| 3 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$2.02M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$1.88M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$1.2M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$1.16M |
| 3 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
-$643K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$559K |
| 5 |
Millennium Management
New York
|
-$401K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NI
101
Numeric Investors
Boston,
Massachusetts
| – | -$1.16M | -60,407 | Closed |
|
|
WA
102
Whitebox Advisors
Minneapolis,
Minnesota
| – | -$643K | -33,446 | Closed |
|
|
103
Arrowstreet Capital
Boston,
Massachusetts
| – | -$559K | -29,097 | Closed |
|
|
GC
104
Globeflex Capital
San Diego,
California
| – | -$331K | -17,200 | Closed |
|
|
CNC
105
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| – | -$192K | -10,000 | Closed |
|
106
Barclays
London,
United Kingdom
| – | -$2K | -103 | Closed |
|
UVSP Hedge Fund Activity: Q4 2015 in Review
100 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2015, worth a combined $178M — up 17% from $153M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new UVSP positions and 6 closed out — a net gain of 6 holders — while 38 added to existing stakes and 26 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $3.59M. The largest seller was Emerald Advisers, cutting an estimated $1.2M.
- 100 institutional investors held Univest Financial (UVSP) as of Q4 2015, up from 94 in Q3 2015.
- Funds reported $178M of Univest Financial stock for Q4 2015, up 17% quarter-over-quarter.
- 12 funds opened new Univest Financial positions in Q4 2015 and 6 closed out, a net change of +6 holders.
- The largest Univest Financial buyer in Q4 2015 was Royal Bank of Canada, an estimated $3.59M added.
- The largest Univest Financial seller in Q4 2015 was Emerald Advisers, an estimated $1.2M sold.
Based on aggregated 13F filings for Q4 2015.