Univest Financial
UVSP
131 hedge funds and large institutions have $486M invested in Univest Financial in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 7 closing their positions.
243% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 7
24% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 34
16% more capital invested
Capital invested by funds: $419M → $486M (+$67M)
14% more funds holding
Funds holding: 115 → 131 (+16)
1.49% more ownership
Funds ownership: 66.37% → 67.86% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.8M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$3.75M |
| 3 |
TA
Teachers Advisors
New York
|
+$3.63M |
| 4 |
Renaissance Technologies
New York
|
+$3.57M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$3.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$37.5M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$1.87M |
| 3 |
Millennium Management
New York
|
-$1.63M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$678K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$643K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Federated Hermes
Pittsburgh,
Pennsylvania
| $14K | +$14K | +575 | New |
|
|
NSIM
127
North Star Investment Management
Chicago,
Illinois
| $5K | +$24 | +1 | +0.5% |
|
|
FIA
128
FNY Investment Advisers
New York
| $5K | +$1.9K | +78 | +58% |
|
|
PCP
129
Proficio Capital Partners
Newton,
Massachusetts
| $5K | +$4.86K | +199 | New |
|
|
JCM
130
Jacobi Capital Management
Pittston,
Pennsylvania
| $2K | – | – | – |
|
|
131
Millennium Management
New York
| – | -$1.63M | -75,726 | Closed |
|
|
132
TD Asset Management
Toronto,
Ontario, Canada
| – | -$678K | -31,419 | Closed |
|
|
EGM
133
Engineers Gate Manager
New York
| – | -$324K | -15,002 | Closed |
|
|
SRAM
134
Stone Ridge Asset Management
New York
| – | -$211K | -9,771 | Closed |
|
|
MNBTD
135
Moody National Bank Trust Division
Galveston,
Texas
| – | -$6K | -275 | Closed |
|
|
RWA
136
River Wealth Advisors
Camp Hill,
Pennsylvania
| – | -$5K | -250 | Closed |
|
|
PWMG
137
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$1K | -27 | Closed |
|
UVSP Hedge Fund Activity: Q1 2019 in Review
131 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2019, worth a combined $486M — up 16% from $419M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new UVSP positions and 7 closed out — a net gain of 17 holders — while 42 added to existing stakes and 34 trimmed.
The largest buyer was BlackRock, adding an estimated $8.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $37.5M.
- 131 institutional investors held Univest Financial (UVSP) as of Q1 2019, up from 115 in Q4 2018.
- Funds reported $486M of Univest Financial stock for Q1 2019, up 16% quarter-over-quarter.
- 24 funds opened new Univest Financial positions in Q1 2019 and 7 closed out, a net change of +17 holders.
- The largest Univest Financial buyer in Q1 2019 was BlackRock, an estimated $8.8M added.
- The largest Univest Financial seller in Q1 2019 was T. Rowe Price Associates, an estimated $37.5M sold.
Based on aggregated 13F filings for Q1 2019.