Univest Financial
UVSP
105 hedge funds and large institutions have $179M invested in Univest Financial in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 8 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 25
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
5% more funds holding
Funds holding: 100 → 105 (+5)
0% more capital invested
Capital invested by funds: $178M → $179M (+$669K)
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
|
+$3.51M |
| 2 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$2.03M |
| 3 |
Renaissance Technologies
New York
|
+$1.75M |
| 4 |
State Street
Boston,
Massachusetts
|
+$1.05M |
| 5 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Castine Capital Management
Boston,
Massachusetts
|
-$3.13M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$534K |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$429K |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$301K |
| 5 |
Millennium Management
New York
|
-$288K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BKA
101
Brick & Kyle Associates
Newtown,
Pennsylvania
| $4K | – | – | – |
|
102
Geode Capital Management
Boston,
Massachusetts
| $2.61K | +$53.6K | +2,769 | +2% |
|
|
PMFA
103
Plante Moran Financial Advisors
Southfield,
Michigan
| $2K | +$2.05K | +106 | New |
|
104
Barclays
London,
United Kingdom
| $1K | +$775 | +40 | New |
|
|
CCM
105
Castine Capital Management
Boston,
Massachusetts
| – | -$3.13M | -150,000 | Closed |
|
|
CS
106
Credit Suisse
Zurich,
Switzerland
| – | -$534K | -25,617 | Closed |
|
|
QSS
107
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| – | -$284K | -13,515 | Closed |
|
108
Balyasny Asset Management
Chicago,
Illinois
| – | -$218K | -10,470 | Closed |
|
|
PAM
109
Panagora Asset Management
Boston,
Massachusetts
| – | -$197K | -9,445 | Closed |
|
110
BNP Paribas Financial Markets
Paris,
France
| – | -$76.8K | -3,682 | Closed |
|
111
Creative Planning
Overland Park,
Kansas
| – | -$21K | -1,000 | Closed |
|
|
TRCT
112
Tower Research Capital (TRC)
New York
| – | -$13K | -617 | Closed |
|
113
Loomis, Sayles & Company
Boston,
Massachusetts
| – | +$446 | +23 | New |
|
UVSP Hedge Fund Activity: Q1 2016 in Review
105 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2016, worth a combined $179M — up 0.37% from $178M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new UVSP positions and 8 closed out — a net gain of 5 holders — while 44 added to existing stakes and 25 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $3.51M. The largest seller was Castine Capital Management, exiting entirely with an estimated $3.13M sold.
- 105 institutional investors held Univest Financial (UVSP) as of Q1 2016, up from 100 in Q4 2015.
- Funds reported $179M of Univest Financial stock for Q1 2016, up 0.37% quarter-over-quarter.
- 13 funds opened new Univest Financial positions in Q1 2016 and 8 closed out, a net change of +5 holders.
- The largest Univest Financial buyer in Q1 2016 was Royal Bank of Canada, an estimated $3.51M added.
- The largest Univest Financial seller in Q1 2016 was Castine Capital Management, an estimated $3.13M sold.
Based on aggregated 13F filings for Q1 2016.