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Univest Financial
UVSP

Overview Fund Activity

117 hedge funds and large institutions have $553M invested in Univest Financial in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
2.66%
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
44
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$50.4M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$71.1M
3
MCM
3
Maltese Capital Management
New York
$16.1M
4
State Street
4
State Street
Massachusetts
$20M
5
ECA
5
Endeavour Capital Advisors
Connecticut
$5.02M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$8.67M
2
KCM
2
Kennedy Capital Management
Missouri
$2.28M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$0
4
Asset Management One
4
Asset Management One
Japan
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$54K +$20.1K +718 +59%
MAM
102
Meeder Asset Management
Ohio
$51K +$24.4K +877 +92%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$48K +$27.9K +1,000 +139%
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$38K – – –
APSP
105
Asset Planning Services (Pennsylvania)
Pennsylvania
$34K – – –
TRCT
106
Tower Research Capital (TRC)
New York
$31K -$52.2K -1,886 -63%
HI
107
Hudock Inc
Pennsylvania
$29K – – –
TDC
108
Thompson Davis & Co
Virginia
$23K – – –
DCM
109
Delpha Capital Management
New York
$17K +$17K +609 New
GWM
110
Geneos Wealth Management
Colorado
$14K – – –
KTC
111
Kistler-Tiffany Companies
Pennsylvania
$14K +$14K +500 New
LTFS
112
Ladenburg Thalmann Financial Services
Florida
$13K -$1.66K -61 -11%
DAM
113
Delta Asset Management
Tennessee
$8K – – –
NSIM
114
North Star Investment Management
Illinois
$6K +$59 +2 +1%
JCM
115
Jacobi Capital Management
Pennsylvania
$3K – – –
STA
116
Summit Trail Advisors
New York
$3K +$3K +109 New
SPI
117
Santori & Peters Inc
Pennsylvania
$3K +$3K +134 New
DRZID
118
DePrince Race & Zollo Inc (DRZ)
Florida
– -$3.55M -110,880 Closed
Asset Management One
119
Asset Management One
Japan
– -$1.65M -51,300 Closed
NFA
120
Nationwide Fund Advisors
Ohio
– -$1.27M -39,707 Closed
ACM
121
Ativo Capital Management
Illinois
– -$1.12M -35,110 Closed
Russell Investments Group
122
Russell Investments Group
United Kingdom
– -$731K -22,838 Closed
VRS
123
Virginia Retirement Systems
Virginia
– -$467K -14,600 Closed
GC
124
Guggenheim Capital
Illinois
– -$357K -11,129 Closed
Los Angeles Capital Management
125
Los Angeles Capital Management
California
– -$253K -7,901 Closed
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5
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