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Univest Financial
UVSP

Overview Fund Activity

115 hedge funds and large institutions have $419M invested in Univest Financial in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
45
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$48.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.02M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.9M
4
Bank of America
4
Bank of America
North Carolina
$2.51M
5
FCM
5
FJ Capital Management
Virginia
$4.84M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$33.7M
3
PTC
3
Philadelphia Trust Company
Pennsylvania
$2.45M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
State Street
5
State Street
Massachusetts
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
101
Barclays
United Kingdom
$35K -$229K -10,599 -87%
TRCT
102
Tower Research Capital (TRC)
New York
$34K +$34K +1,576 New
KTC
103
Kistler-Tiffany Companies
Pennsylvania
$22K – – –
IAS
104
INR Advisory Services
Pennsylvania
$22K +$22K +1,035 New
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$16K +$11.7K +527 +269%
CFGS
106
Concourse Financial Group Securities
Alabama
$15K – – –
APSP
107
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K – – –
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$12K – – –
MNBTD
109
Moody National Bank Trust Division
Texas
$6K +$6K +275 New
RWA
110
River Wealth Advisors
Pennsylvania
$5K – – –
NSIM
111
North Star Investment Management
Illinois
$4K +$38 +2 +1%
JCM
112
Jacobi Capital Management
Pennsylvania
$2K – – –
FIA
113
FNY Investment Advisers
New York
$2K – – –
PWMG
114
Prestige Wealth Management Group
New Jersey
$1K +$1K +27 New
Schroder Investment Management Group
115
Schroder Investment Management Group
United Kingdom
– -$7.22M -273,094 Closed
Assenagon Asset Management
116
Assenagon Asset Management
Luxembourg
– -$2.02M -76,412 Closed
AIM
117
Assured Investment Management
New York
– -$1.51M -57,198 Closed
GCP
118
GSA Capital Partners
United Kingdom
– -$495K -18,710 Closed
AQR Capital Management
119
AQR Capital Management
Connecticut
– -$482K -18,235 Closed
ARTA
120
A.R.T. Advisors
New York
– -$285K -10,790 Closed
AWCI
121
Alpine Woods Capital Investors
New York
– -$265K -10,000 Closed
FCAG
122
First Capital Advisors Group
New Jersey
– -$209K -7,903 Closed
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
– -$24.2K -916 Closed
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
– -$13K -487 Closed
DAM
125
Delta Asset Management
Tennessee
– -$8K -291 Closed
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5
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