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Univest Financial
UVSP

Overview Fund Activity

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.

Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
31
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$67.9M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$22.9M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$21.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$36.6M
5
Asset Management One
5
Asset Management One
Japan
$1.65M

Top Sellers

1
UF
1
Univest Financial
Pennsylvania
$18.6M
2
KCM
2
Kennedy Capital Management
Missouri
$7.86M
3
FCM
3
FJ Capital Management
Virginia
$19M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$3.55M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.09M
Name Market Value Shares Shares
Change 		Shares
Change %
TDC
101
Thompson Davis & Co
Virginia
$26K 804 – –
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$23K 720 +250 +53%
Barclays
103
Barclays
United Kingdom
$19K 603 -1,971 -77%
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$17K 538 – –
GWM
105
Geneos Wealth Management
Colorado
$16K 500 – –
MA
106
MUFG Americas
New York
$16K 494 +11 +2%
CG
107
Cutler Group
California
$9K 304 +4 +1%
DAM
108
Delta Asset Management
Tennessee
$9K 291 +291 New
NSIM
109
North Star Investment Management
Illinois
$6K 201 +1 +0.5%
Citigroup
110
Citigroup
New York
$3K 79 -8,163 -99%
JCM
111
Jacobi Capital Management
Pennsylvania
$3K 100 – –
Loomis, Sayles & Company
112
Loomis, Sayles & Company
Massachusetts
$1K 23 – –
PI
113
Putnam Investments
Massachusetts
– – -25,648 Closed
ECA
114
Endeavour Capital Advisors
Connecticut
– – -14,429 Closed
ARTA
115
A.R.T. Advisors
New York
– – -13,300 Closed
WCA
116
Waratah Capital Advisors
Ontario, Canada
– – -12,882 Closed
TBA
117
Tower Bridge Advisors
Pennsylvania
– – -12,709 Closed
AAM
118
Aureus Asset Management
Massachusetts
– – -10,404 Closed
Two Sigma Advisers
119
Two Sigma Advisers
New York
– – -8,784 Closed
Two Sigma Investments
120
Two Sigma Investments
New York
– – -7,615 Closed
GCP
121
GSA Capital Partners
United Kingdom
– – -7,500 Closed
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
– – -7,000 Closed
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
– – -3,269 Closed
VCM
124
Versant Capital Management
Arizona
$0 10 – –
1 2 3 4
5