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Univest Financial

114 hedge funds and large institutions have $550M invested in Univest Financial in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
114
Holders Change
-3
Holders Change %
-2.56%
% of All Funds
2.62%
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
42
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$53K
APSP
102
Asset Planning Services (Pennsylvania)
Pennsylvania
$34K
HI
103
Hudock Inc
Pennsylvania
$28K
TDC
104
Thompson Davis & Co
Virginia
$22K
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$19K +$5.92K +216 +45%
GWM
106
Geneos Wealth Management
Colorado
$13K
DAM
107
Delta Asset Management
Tennessee
$8K
FANJ
108
Financial Architects (New Jersey)
New Jersey
$7K +$7K +250 New
NSIM
109
North Star Investment Management
Illinois
$6K +$29 +1 +0.5%
JCM
110
Jacobi Capital Management
Pennsylvania
$3K
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$1K -$44K -1,320 -98%
APP
112
Avantax Planning Partners
Iowa
$1K +$1K +31 New
PMFA
113
Plante Moran Financial Advisors
Michigan
$1K +$1K +31 New
MCM
114
Maltese Capital Management
New York
-$16.1M -575,106 Closed
MPAM
115
Monarch Partners Asset Management
Massachusetts
-$2.76M -98,425 Closed
CA
116
Cullinan Associates
Kentucky
-$617K -22,000 Closed
ZCM
117
Zebra Capital Management
Connecticut
-$492K -17,539 Closed
LPL Financial
118
LPL Financial
California
-$476K -16,961 Closed
Creative Planning
119
Creative Planning
Kansas
-$447K -15,953 Closed
GCP
120
GSA Capital Partners
United Kingdom
-$381K -13,598 Closed
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
-$276K -9,826 Closed
Squarepoint
122
Squarepoint
New York
-$262K -9,331 Closed
Parallax Volatility Advisers
123
Parallax Volatility Advisers
California
-$112K -3,990 Closed
MAM
124
Meeder Asset Management
Ohio
-$51K -1,831 Closed
TRCT
125
Tower Research Capital (TRC)
New York
-$31K -1,119 Closed