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Univest Financial

139 hedge funds and large institutions have $521M invested in Univest Financial in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $486M → $521M (+$34.5M)

6% more funds holding

Funds holding: 131139 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.17% less ownership

Funds ownership: 67.86%67.69% (-0.17%)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
41
Reduced
44
Closed
8
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
QT
126
Quantamental Technologies
New York
$24K -$17.5K -699 -44%
LTFS
127
Ladenburg Thalmann Financial Services
Florida
$23K +$4.01K +160 +23%
CFGS
128
Concourse Financial Group Securities
Alabama
$19K
APSP
129
Asset Planning Services (Pennsylvania)
Pennsylvania
$17K
GWM
130
Geneos Wealth Management
Colorado
$17K +$16.3K +648 New
Federated Hermes
131
Federated Hermes
Pennsylvania
$15K
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$15K
PAM
133
Panagora Asset Management
Massachusetts
$12K +$11.5K +459 New
FIA
134
FNY Investment Advisers
New York
$6K +$753 +30 +14%
NCM
135
Next Capital Management
New York
$6K +$5.82K +232 New
CIAS
136
Capital Investment Advisory Services
North Carolina
$5K +$4.69K +187 New
JCM
137
Jacobi Capital Management
Pennsylvania
$3K
CAW
138
Cornerstone Advisors (Washington)
Washington
$1K +$602 +24 New
Marshall Wace
139
Marshall Wace
United Kingdom
-$458K -18,724 Closed
SG Americas Securities
140
SG Americas Securities
New York
-$318K -13,008 Closed
MSL
141
Mackay Shields LLC
New York
-$245K -10,000 Closed
TI
142
Trexquant Investment
Connecticut
-$217K -8,879 Closed
Tudor Investment Corp
143
Tudor Investment Corp
Connecticut
-$206K -8,415 Closed
TRCT
144
Tower Research Capital (TRC)
New York
-$16.3K -649 -98%
NSIM
145
North Star Investment Management
Illinois
-$5K -210 Closed
PCP
146
Proficio Capital Partners
Massachusetts
-$5K -199 Closed

UVSP Hedge Fund Activity: Q2 2019 in Review

139 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2019, worth a combined $521M — up 7.1% from $486M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UVSP positions and 8 closed out — a net gain of 12 holders — while 41 added to existing stakes and 44 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $8.12M. The largest seller was Aberdeen Group, cutting an estimated $10.1M.

  • 139 institutional investors held Univest Financial (UVSP) as of Q2 2019, up from 131 in Q1 2019.
  • Funds reported $521M of Univest Financial stock for Q2 2019, up 7.1% quarter-over-quarter.
  • 20 funds opened new Univest Financial positions in Q2 2019 and 8 closed out, a net change of +12 holders.
  • The largest Univest Financial buyer in Q2 2019 was Nuveen, an estimated $8.12M added.
  • The largest Univest Financial seller in Q2 2019 was Aberdeen Group, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2019.