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Univest Financial
UVSP

Overview Fund Activity

130 hedge funds and large institutions have $475M invested in Univest Financial in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+10
Holders Change %
+8.33%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
39
Reduced
36
Closed
10
Calls
$136K
Puts
$436K
Net Calls
-$300K
Net Calls Change
-$300K

Top Buyers

1
AAM
1
Aberdeen Asset Management
United Kingdom
$42.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.6M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$15.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.2M
5
ZDA
5
Zweig-DiMenna Associates
New York
$4.18M

Top Sellers

1
CP
1
Clover Partners
Texas
$3.77M
2
KCM
2
Kennedy Capital Management
Missouri
$14.3M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$2.31M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$4.72M
5
EA
5
Emerald Advisers
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
101
Squarepoint
New York
$225K +$225K +7,297 New
RJFSA
102
Raymond James Financial Services Advisors
Florida
$222K +$222K +7,199 New
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$208K – – –
MAM
104
Martingale Asset Management
Massachusetts
$204K +$204K +6,600 New
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$199K -$22.2K -774 -10%
BlackRock
106
BlackRock
New York
$193K -$52.6K -1,708 -21%
Legal & General Group
107
Legal & General Group
United Kingdom
$187K +$88.1K +2,835 +89%
BGIM
108
Brandywine Global Investment Management
Pennsylvania
$168K -$928 -30 -0.5%
US Bancorp
109
US Bancorp
Minnesota
$157K +$25.3K +817 +19%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$91K – – –
CG
111
Cutler Group
California
$89K +$89K +2,900 New
PG
112
PEAK6 Group
Illinois
$69K +$69K +2,243 New
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$48.8K -$5.56K -180 -10%
APSP
114
Asset Planning Services (Pennsylvania)
Pennsylvania
$38K – – –
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$37K – – –
HI
116
Hudock Inc
Pennsylvania
$32K – – –
Canada Life
117
Canada Life
Manitoba, Canada
$28K – – –
NFG
118
Next Financial Group
Texas
$26K – – –
Barclays
119
Barclays
United Kingdom
$26K +$10.8K +351 +71%
AIM
120
Advantage Investment Management
Iowa
$23K – – –
BTIS
121
BB&T Investment Services
North Carolina
$20K +$20K +650 New
GWM
122
Geneos Wealth Management
Colorado
$15K – – –
TRCT
123
Tower Research Capital (TRC)
New York
$14K -$38.8K -1,273 -73%
MA
124
MUFG Americas
New York
$12K +$12K +395 New
LTFS
125
Ladenburg Thalmann Financial Services
Florida
$10K -$18.4K -629 -65%
2 3 4
5
6