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Univest Financial
UVSP

Overview Fund Activity

114 hedge funds and large institutions have $493M invested in Univest Financial in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
114
Holders Change
-10
Holders Change %
-8.06%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
38
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Aberdeen Asset Management
United Kingdom
$61M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$15M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$32.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$5.79M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.8M

Top Sellers

1
BFC
1
Banc Funds Company
Illinois
$1.93M
2
PI
2
Putnam Investments
Massachusetts
$768K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$228K
4
KCM
4
Kennedy Capital Management
Missouri
$11.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$980K
Name Market Value Shares Shares
Change 		Shares
Change %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$36K 1,209 – –
HI
102
Hudock Inc
Pennsylvania
$31K 1,040 – –
Canada Life
103
Canada Life
Manitoba, Canada
$27K 900 – –
NFG
104
Next Financial Group
Texas
$26K 855 – –
TDC
105
Thompson Davis & Co
Virginia
$24K 804 -1,050 -57%
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$16K 538 +1 +0.2%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$14K 470 – –
MA
108
MUFG Americas
New York
$14K 483 – –
GWM
109
Geneos Wealth Management
Colorado
$14K 500 – –
CG
110
Cutler Group
California
$8K 300 +300 New
NSIM
111
North Star Investment Management
Illinois
$6K 200 +200 New
JCM
112
Jacobi Capital Management
Pennsylvania
$3K 100 – –
Loomis, Sayles & Company
113
Loomis, Sayles & Company
Massachusetts
$1K 23 – –
MCA
114
Mendon Capital Advisors
Florida
– – -45,000 Closed
EI
115
EAM Investors
California
– – -41,880 Closed
Ameriprise
116
Ameriprise
Minnesota
– – -28,637 Closed
Millennium Management
117
Millennium Management
New York
– – -18,560 Closed
CCMH
118
Cornerstone Capital Management Holdings
New York
– – -15,789 Closed
Goldman Sachs
119
Goldman Sachs
New York
– – -13,428 Closed
SGI
120
Summit Global Investments
Utah
– – -12,600 Closed
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
– – -12,163 Closed
Principal Financial Group
122
Principal Financial Group
Iowa
– – -10,367 Closed
HCM
123
Highbridge Capital Management
New York
– – -10,081 Closed
SG Americas Securities
124
SG Americas Securities
New York
– – -6,971 Closed
PG
125
PEAK6 Group
Illinois
– – -4,984 Closed
2 3 4
5
6