Univest Financial
UVSP
117 hedge funds and large institutions have $553M invested in Univest Financial in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 17 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
38% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 32
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
4.63% more ownership
Funds ownership: 63.21% → 67.84% (+4.6%)
4% more funds holding
Funds holding: 113 → 117 (+4)
3% more capital invested
Capital invested by funds: $539M → $553M (+$14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$32M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$12.1M |
| 3 |
MCM
Maltese Capital Management
New York
|
+$10.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$5.79M |
| 5 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$5.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$5.58M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$4.86M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3.55M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.67M |
| 5 |
Asset Management One
Tokyo,
Japan
|
-$1.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
D.E. Shaw & Co
New York
| – | -$219K | -6,831 | Closed |
|
|
HHC
127
Hutchin Hill Capital
New York
| – | -$218K | -6,800 | Closed |
|
128
HighTower Advisors
Chicago,
Illinois
| – | -$213K | -6,635 | Closed |
|
|
BIC
129
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| – | -$207K | -6,461 | Closed |
|
130
SG Americas Securities
New York
| – | -$122K | -3,804 | Closed |
|
|
NFG
131
Next Financial Group
Houston,
Texas
| – | -$27K | -855 | Closed |
|
|
MA
132
MUFG Americas
New York
| – | -$16K | -494 | Closed |
|
|
CG
133
Cutler Group
San Francisco,
California
| – | -$9K | -304 | Closed |
|
134
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$1K | -23 | Closed |
|
UVSP Hedge Fund Activity: Q4 2017 in Review
117 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2017, worth a combined $553M — up 2.6% from $539M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new UVSP positions and 17 closed out — a net gain of 4 holders — while 44 added to existing stakes and 32 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $32M. The largest seller was Schroder Investment Management Group, cutting an estimated $5.58M.
- 117 institutional investors held Univest Financial (UVSP) as of Q4 2017, up from 113 in Q3 2017.
- Funds reported $553M of Univest Financial stock for Q4 2017, up 2.6% quarter-over-quarter.
- 21 funds opened new Univest Financial positions in Q4 2017 and 17 closed out, a net change of +4 holders.
- The largest Univest Financial buyer in Q4 2017 was T. Rowe Price Associates, an estimated $32M added.
- The largest Univest Financial seller in Q4 2017 was Schroder Investment Management Group, an estimated $5.58M sold.
Based on aggregated 13F filings for Q4 2017.