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Univest Financial
UVSP

Overview Fund Activity

120 hedge funds and large institutions have $331M invested in Univest Financial in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+11
Holders Change %
+10.09%
% of All Funds
3.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
65
Reduced
17
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCM
1
FJ Capital Management
Virginia
$14.5M
2
KCM
2
Kennedy Capital Management
Missouri
$16.4M
3
CP
3
Clover Partners
Texas
$8.45M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$21M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$23M

Top Sellers

1
BCM
1
Bluefin Capital Management
New York
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$1.52M
3
Nomura Holdings
3
Nomura Holdings
Japan
$0
4
WAM
4
Weiss Asset Management
Massachusetts
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$41.1K +$23.9K +1,021 +139%
TRCT
102
Tower Research Capital (TRC)
New York
$40K +$40K +1,732 New
APSP
103
Asset Planning Services (Pennsylvania)
Pennsylvania
$28K – – –
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$28K +$6.3K +272 +29%
HI
105
Hudock Inc
Pennsylvania
$24K +$24K +1,040 New
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$23K +$5.48K +231 +31%
Canada Life
107
Canada Life
Manitoba, Canada
$21K – – –
NFG
108
Next Financial Group
Texas
$20K – – –
AIM
109
Advantage Investment Management
Iowa
$17K +$17K +729 New
Barclays
110
Barclays
United Kingdom
$12K -$175K -7,254 -94%
GWM
111
Geneos Wealth Management
Colorado
$11K – – –
DAM
112
Delta Asset Management
Tennessee
$7K +$7K +291 New
Federated Hermes
113
Federated Hermes
Pennsylvania
$5K -$82.3K -3,326 -94%
BKA
114
Brick & Kyle Associates
Pennsylvania
$5K – – –
PMFA
115
Plante Moran Financial Advisors
Michigan
$3K +$679 +31 +29%
TCIM
116
TIAA CREF Investment Management
New York
$2.12K +$476 +20,372 +29%
JCM
117
Jacobi Capital Management
Pennsylvania
$2K – – –
Loomis, Sayles & Company
118
Loomis, Sayles & Company
Massachusetts
$1K – – –
VOYA Investment Management
119
VOYA Investment Management
Georgia
$349 – – –
BCM
120
Bluefin Capital Management
New York
– -$1.77M -84,054 Closed
Nomura Holdings
121
Nomura Holdings
Japan
– -$1.08M -51,569 Closed
WAM
122
Weiss Asset Management
Massachusetts
– -$1.07M -50,905 Closed
Two Sigma Investments
123
Two Sigma Investments
New York
– -$960K -45,666 Closed
Two Sigma Advisers
124
Two Sigma Advisers
New York
– -$851K -40,507 Closed
CIC
125
Cornercap Investment Counsel
Georgia
– -$488K -23,220 Closed
2 3 4
5
6