Univest Financial
UVSP
120 hedge funds and large institutions have $331M invested in Univest Financial in 2016 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 17 reducing their positions, and 9 closing their positions.
282% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 17
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
55% more capital invested
Capital invested by funds: $214M → $331M (+$117M)
10% more funds holding
Funds holding: 109 → 120 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$10.7M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$8.75M |
| 3 |
CP
Clover Partners
Dallas,
Texas
|
+$8.07M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.46M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
-$1.77M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.23M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
-$1.08M |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$1.07M |
| 5 |
Two Sigma Investments
New York
|
-$960K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAM
126
Martingale Asset Management
Boston,
Massachusetts
| – | -$276K | -13,113 | Closed |
|
127
D.E. Shaw & Co
New York
| – | -$216K | -10,256 | Closed |
|
|
MFS
128
MSI Financial Services
Springfield,
Massachusetts
| – | -$68K | -3,231 | Closed |
|
|
VCM
129
Versant Capital Management
Phoenix,
Arizona
| – | +$223 | +10 | New |
|
UVSP Hedge Fund Activity: Q3 2016 in Review
120 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2016, worth a combined $331M — up 55% from $214M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new UVSP positions and 9 closed out — a net gain of 12 holders — while 65 added to existing stakes and 17 trimmed.
The largest buyer was FJ Capital Management, adding an estimated $10.7M. The largest seller was Bluefin Capital Management, exiting entirely with an estimated $1.77M sold.
- 120 institutional investors held Univest Financial (UVSP) as of Q3 2016, up from 109 in Q2 2016.
- Funds reported $331M of Univest Financial stock for Q3 2016, up 55% quarter-over-quarter.
- 21 funds opened new Univest Financial positions in Q3 2016 and 9 closed out, a net change of +12 holders.
- The largest Univest Financial buyer in Q3 2016 was FJ Capital Management, an estimated $10.7M added.
- The largest Univest Financial seller in Q3 2016 was Bluefin Capital Management, an estimated $1.77M sold.
Based on aggregated 13F filings for Q3 2016.