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Univest Financial

139 hedge funds and large institutions have $521M invested in Univest Financial in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $486M → $521M (+$34.5M)

6% more funds holding

Funds holding: 131139 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.17% less ownership

Funds ownership: 67.86%67.69% (-0.17%)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
41
Reduced
44
Closed
8
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$258K +$27.7K +1,102 +13%
AAP
102
Arax Advisory Partners
Colorado
$257K +$246K +9,787 New
SRAM
103
Stone Ridge Asset Management
New York
$257K +$246K +9,790 New
AQR Capital Management
104
AQR Capital Management
Connecticut
$255K +$22.4K +894 +10%
WIA
105
Westbourne Investment Advisors
Maryland
$253K
Public Employees Retirement Association of Colorado
106
Public Employees Retirement Association of Colorado
Colorado
$252K
UBS Group
107
UBS Group
Switzerland
$251K +$123K +4,886 +105%
AIMCA
108
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$247K +$236K +9,400 New
TBA
109
Tower Bridge Advisors
Pennsylvania
$244K
Los Angeles Capital Management
110
Los Angeles Capital Management
California
$235K
NGA
111
Naples Global Advisors
Florida
$224K -$7.33K -292 -3%
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$222K
AI
113
Atom Investors
Texas
$207K +$198K +7,894 New
HI
114
Hendershot Investments
Virginia
$202K +$193K +7,679 New
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$200K +$34K +1,356 +22%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$158K -$573K -22,844 -79%
Legal & General Group
117
Legal & General Group
United Kingdom
$156K +$7.96K +317 +6%
US Bancorp
118
US Bancorp
Minnesota
$113K
Canada Life
119
Canada Life
Manitoba, Canada
$109K +$1.63K +65 +2%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$84.4K -$69.7K -2,779 -46%
MAM
121
Meeder Asset Management
Ohio
$77K +$74K +2,949 New
AIP
122
Ameritas Investment Partners
Nebraska
$60K
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$51K
KTC
124
Kistler-Tiffany Companies
Pennsylvania
$26K
SNT
125
Security National Trust
West Virginia
$26K

UVSP Hedge Fund Activity: Q2 2019 in Review

139 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2019, worth a combined $521M — up 7.1% from $486M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UVSP positions and 8 closed out — a net gain of 12 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $8.12M. The largest seller was Aberdeen Group, cutting an estimated $10.1M.

  • 139 institutional investors held Univest Financial (UVSP) as of Q2 2019, up from 131 in Q1 2019.
  • Funds reported $521M of Univest Financial stock for Q2 2019, up 7.1% quarter-over-quarter.
  • 20 funds opened new Univest Financial positions in Q2 2019 and 8 closed out, a net change of +12 holders.
  • The largest Univest Financial buyer in Q2 2019 was Nuveen, an estimated $8.12M added.
  • The largest Univest Financial seller in Q2 2019 was Aberdeen Group, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2019.