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Univest Financial
UVSP

Overview Fund Activity

124 hedge funds and large institutions have $412M invested in Univest Financial in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-6
Holders Change %
-4.62%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
35
Reduced
43
Closed
14
Calls
$106K
Puts
$293K
Net Calls
-$187K
Net Calls Change
+$113K

Top Buyers

1
BlackRock
1
BlackRock
New York
$45.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$21.6M
3
AAM
3
Aberdeen Asset Management
United Kingdom
$43.6M
4
PI
4
Putnam Investments
Massachusetts
$3.87M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$30.2M

Top Sellers

1
LBS
1
Lawrence B. Seidman
$0
2
CP
2
Clover Partners
Texas
$0
3
EI
3
EAM Investors
California
$1.09M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
State Street
5
State Street
Massachusetts
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
101
PEAK6 Group
Illinois
$129K +$70.9K +2,741 +122%
UBS Group
102
UBS Group
Switzerland
$107K -$127K -4,944 -54%
AIP
103
Ameritas Investment Partners
Nebraska
$50K +$50K +1,929 New
TDC
104
Thompson Davis & Co
Virginia
$48K +$48K +1,854 New
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$40K -$36.8K -1,406 -48%
Citigroup
106
Citigroup
New York
$32K -$652K -24,791 -95%
APSP
107
Asset Planning Services (Pennsylvania)
Pennsylvania
$32K – – –
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$31K – – –
HI
109
Hudock Inc
Pennsylvania
$26K – – –
NFG
110
Next Financial Group
Texas
$26K – – –
Canada Life
111
Canada Life
Manitoba, Canada
$23K – – –
BTIS
112
BB&T Investment Services
North Carolina
$17K – – –
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$16K -$24.9K -962 -61%
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$14K +$5.11K +196 +57%
MA
115
MUFG Americas
New York
$13K +$2.37K +88 +22%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$12K -$165K -6,480 -93%
GWM
117
Geneos Wealth Management
Colorado
$12K – – –
DAM
118
Delta Asset Management
Tennessee
$8K – – –
BKA
119
Brick & Kyle Associates
Pennsylvania
$5K – – –
JCM
120
Jacobi Capital Management
Pennsylvania
$3K +$3K +100 New
MAM
121
Meeder Asset Management
Ohio
$2K +$2K +96 New
TRCT
122
Tower Research Capital (TRC)
New York
$1K -$20.9K -438 -95%
Loomis, Sayles & Company
123
Loomis, Sayles & Company
Massachusetts
$1K – – –
LBS
124
Lawrence B. Seidman
– -$4.96M -160,398 Closed
CP
125
Clover Partners
Texas
– -$3.77M -122,146 Closed
2 3 4
5
6