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Univest Financial
UVSP

Overview Fund Activity

148 hedge funds and large institutions have $543M invested in Univest Financial in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
58
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UF
Univest Financial
Pennsylvania
$24.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.04M
3
Millennium Management
Millennium Management
New York
$2.32M
4
Stifel Financial
Stifel Financial
Missouri
$1.64M
5
Marshall Wace
Marshall Wace
United Kingdom
$1.38M

Top Sellers

1
Aberdeen Group
Aberdeen Group
United Kingdom
$0
2
CIC
Cornercap Investment Counsel
Georgia
$0
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$503K
4
HIM
Hillsdale Investment Management
Ontario, Canada
$0
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$197K -$56K -2,092 -22%
US Bancorp
127
US Bancorp
Minnesota
$115K -$4.1K -153 -3%
SG Americas Securities
128
SG Americas Securities
New York
$115K +$27 +1 +0%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$89K -$33.7K -1,258 -27%
AL
130
AJO LP
Pennsylvania
$75K +$75K +2,828 New
New York State Teachers Retirement System (NYSTRS)
131
New York State Teachers Retirement System (NYSTRS)
New York
$67K – – –
Canada Life
132
Canada Life
Manitoba, Canada
$67K +$67K +2,510 New
AIP
133
Ameritas Investment Partners
Nebraska
$61K – – –
PAM
134
Panagora Asset Management
Massachusetts
$56K +$24.2K +905 +76%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$52K – – –
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$34K +$34K +1,263 New
KTC
137
Kistler-Tiffany Companies
Pennsylvania
$27K – – –
RG
138
Retirement Group
California
$21K +$21K +800 New
CIAS
139
CBIZ Investment Advisory Services
Ohio
$20K – – –
CFGS
140
Concourse Financial Group Securities
Alabama
$19K – – –
Lazard Asset Management
141
Lazard Asset Management
New York
$18K +$16.6K +641 +1,209%
LTFS
142
Ladenburg Thalmann Financial Services
Florida
$17K -$6.49K -239 -28%
GWM
143
Geneos Wealth Management
Colorado
$17K +$129 +5 +0.8%
AIM
144
Aigen Investment Management
New York
$15K +$15K +543 New
Federated Hermes
145
Federated Hermes
Pennsylvania
$14K +$14K +516 New
FIA
146
FNY Investment Advisers
New York
$7K +$385 +15 +6%
JCM
147
Jacobi Capital Management
Pennsylvania
$3K – – –
FHA
148
First Horizon Advisors
Tennessee
$2K +$2K +80 New
CAW
149
Cornerstone Advisors (Washington)
Washington
$1K – – –
Aberdeen Group
150
Aberdeen Group
United Kingdom
– -$12.1M -473,699 Closed
3 4 5
6
7