Univest Financial
UVSP
124 hedge funds and large institutions have $412M invested in Univest Financial in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 14 closing their positions.
1.82% more ownership
Funds ownership: 57.85% → 59.68% (+1.8%)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
5% less funds holding
Funds holding: 130 → 124 (-6)
13% less capital invested
Capital invested by funds: $475M → $412M (-$63M)
19% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 43
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
64% less call options, than puts
Call options by funds: $106K | Put options by funds: $293K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$48.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$12M |
| 3 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$8.3M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$4.19M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LBS
Lawrence B. Seidman
|
-$4.96M |
| 2 |
CP
Clover Partners
Dallas,
Texas
|
-$3.77M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$3.02M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.89M |
| 5 |
UF
Univest Financial
Souderton,
Pennsylvania
|
-$1.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.8M | -58,126 | Closed |
|
127
Prudential Financial
Newark,
New Jersey
| – | -$1.73M | -55,989 | Closed |
|
128
Balyasny Asset Management
Chicago,
Illinois
| – | -$1.65M | -53,318 | Closed |
|
|
SLG
129
Stanley-Laman Group
Berwyn,
Pennsylvania
| – | -$919K | -29,744 | Closed |
|
|
AG
130
Aperio Group
Sausalito,
California
| – | -$363K | -11,733 | Closed |
|
131
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| – | -$250K | -8,100 | Closed |
|
132
Squarepoint
New York
| – | -$225K | -7,297 | Closed |
|
|
RJFSA
133
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$222K | -7,199 | Closed |
|
|
MAM
134
Martingale Asset Management
Boston,
Massachusetts
| – | -$204K | -6,600 | Closed |
|
|
CG
135
Cutler Group
San Francisco,
California
| – | -$89K | -2,900 | Closed |
|
|
AIM
136
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$23K | -729 | Closed |
|
|
PMFA
137
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$4K | -137 | Closed |
|
UVSP Hedge Fund Activity: Q1 2017 in Review
124 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2017, worth a combined $412M — down 13% from $475M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of UVSP and 13 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 35 added.
The largest buyer was BlackRock, adding an estimated $48.8M. The largest seller was Lawrence B. Seidman, exiting entirely with an estimated $4.96M sold.
- 124 institutional investors held Univest Financial (UVSP) as of Q1 2017, down from 130 in Q4 2016.
- Funds reported $412M of Univest Financial stock for Q1 2017, down 13% quarter-over-quarter.
- 13 funds opened new Univest Financial positions in Q1 2017 and 14 closed out, a net change of -1 holder.
- The largest Univest Financial buyer in Q1 2017 was BlackRock, an estimated $48.8M added.
- The largest Univest Financial seller in Q1 2017 was Lawrence B. Seidman, an estimated $4.96M sold.
Based on aggregated 13F filings for Q1 2017.