Univest Financial
UVSP
113 hedge funds and large institutions have $539M invested in Univest Financial in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 11 closing their positions.
9% more capital invested
Capital invested by funds: $493M → $539M (+$46.5M)
1.51% more ownership
Funds ownership: 61.7% → 63.21% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
1% less funds holding
Funds holding: 114 → 113 (-1)
23% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$15.6M |
| 2 |
Bank of New York Mellon
New York
|
+$5.05M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2M |
| 4 |
Asset Management One
Tokyo,
Japan
|
+$1.53M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UF
Univest Financial
Souderton,
Pennsylvania
|
-$4.78M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$4.45M |
| 3 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$1.25M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.2M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$867K |
UVSP Hedge Fund Activity: Q3 2017 in Review
113 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2017, worth a combined $539M — up 9.4% from $493M a quarter earlier.
Fund positioning in UVSP was balanced in Q3 2017: 11 funds opened new positions, 11 closed out, 31 added to existing stakes and 40 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $15.6M. The largest seller was Univest Financial, cutting an estimated $4.78M.
- 113 institutional investors held Univest Financial (UVSP) as of Q3 2017, down from 114 in Q2 2017.
- Funds reported $539M of Univest Financial stock for Q3 2017, up 9.4% quarter-over-quarter.
- 11 funds opened new Univest Financial positions in Q3 2017 and 11 closed out, a net change of 0 holders.
- The largest Univest Financial buyer in Q3 2017 was T. Rowe Price Associates, an estimated $15.6M added.
- The largest Univest Financial seller in Q3 2017 was Univest Financial, an estimated $4.78M sold.
Based on aggregated 13F filings for Q3 2017.