Univest Financial
UVSP
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.
45% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 31
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.19% less ownership
Funds ownership: 66.56% → 66.37% (-0.19%)
3% less funds holding
Funds holding: 119 → 115 (-4)
19% less capital invested
Capital invested by funds: $518M → $419M (-$98.3M)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$5.41M |
| 2 |
Morgan Stanley
New York
|
+$4.37M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.16M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.5M |
| 5 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$7.44M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$7.22M |
| 3 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
-$6.81M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$2.07M |
| 5 |
State Street
Boston,
Massachusetts
|
-$2.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$6K | -227 | Closed |
|
127
Parallax Volatility Advisers
San Francisco,
California
| – | -$3K | -120 | Closed |
|
UVSP Hedge Fund Activity: Q4 2018 in Review
115 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2018, worth a combined $419M — down 19% from $518M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of UVSP and 10 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 45 added.
The largest buyer was BlackRock, adding an estimated $5.41M. The largest seller was T. Rowe Price Associates, cutting an estimated $7.44M.
- 115 institutional investors held Univest Financial (UVSP) as of Q4 2018, down from 119 in Q3 2018.
- Funds reported $419M of Univest Financial stock for Q4 2018, down 19% quarter-over-quarter.
- 10 funds opened new Univest Financial positions in Q4 2018 and 13 closed out, a net change of -3 holders.
- The largest Univest Financial buyer in Q4 2018 was BlackRock, an estimated $5.41M added.
- The largest Univest Financial seller in Q4 2018 was T. Rowe Price Associates, an estimated $7.44M sold.
Based on aggregated 13F filings for Q4 2018.