Univest Financial
UVSP
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.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
32% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 44
7% more capital invested
Capital invested by funds: $505M → $543M (+$37.7M)
6% more funds holding
Funds holding: 139 → 148 (+9)
1.14% more ownership
Funds ownership: 67.55% → 68.69% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UF
Univest Financial
Souderton,
Pennsylvania
|
+$5.07M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.11M |
| 3 |
Millennium Management
New York
|
+$1.69M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.58M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$12.1M |
| 2 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$1.04M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$880K |
| 4 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$870K |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$829K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIC
151
Cornercap Investment Counsel
Atlanta,
Georgia
| – | -$1.04M | -40,880 | Closed |
|
|
HIM
152
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$870K | -34,100 | Closed |
|
|
153
Assenagon Asset Management
Senningerberg,
Luxembourg
| – | -$829K | -32,514 | Closed |
|
|
HF
154
HRT Financial
New York
| – | -$353K | -13,840 | Closed |
|
155
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$339K | -13,292 | Closed |
|
|
QT
156
Quantamental Technologies
White Plains,
New York
| – | -$28K | -1,084 | Closed |
|
|
APSP
157
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| – | -$16K | -631 | Closed |
|
UVSP Hedge Fund Activity: Q4 2019 in Review
148 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2019, worth a combined $543M — up 7.5% from $505M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new UVSP positions and 8 closed out — a net gain of 10 holders — while 58 added to existing stakes and 44 trimmed.
The largest buyer was Univest Financial, adding an estimated $5.07M. The largest seller was Aberdeen Group, exiting entirely with an estimated $12.1M sold.
- 148 institutional investors held Univest Financial (UVSP) as of Q4 2019, up from 139 in Q3 2019.
- Funds reported $543M of Univest Financial stock for Q4 2019, up 7.5% quarter-over-quarter.
- 18 funds opened new Univest Financial positions in Q4 2019 and 8 closed out, a net change of +10 holders.
- The largest Univest Financial buyer in Q4 2019 was Univest Financial, an estimated $5.07M added.
- The largest Univest Financial seller in Q4 2019 was Aberdeen Group, an estimated $12.1M sold.
Based on aggregated 13F filings for Q4 2019.