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Univest Financial
UVSP

Overview Fund Activity

76 hedge funds and large institutions have $125M invested in Univest Financial in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 3 closing their positions.

Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
31
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMCMI
1
Bryn Mawr Capital Management Inc
Pennsylvania
$5.51M
2
BFA
2
BlackRock Fund Advisors
California
$9.12M
3
TAM
3
THB Asset Management
Connecticut
$2.8M
4
BCM
4
Bridgeway Capital Management
Texas
$1.45M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$835K

Top Sellers

1
ICOM
1
Investment Counselors of Maryland
Maryland
$3.3M
2
PIM
2
Perkins Investment Management
Illinois
$1.13M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$187K
4
LOM
4
Loeb Offshore Management
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$1.35M
Name Market Value Shares Shares
Change 		Shares
Change %
UF
1
Univest Financial
Pennsylvania
$18.1M 961,634 -31,874 -3%
BIT
2
BlackRock Institutional Trust
California
$10.6M 564,045 -3,767 -0.7%
BFA
3
BlackRock Fund Advisors
California
$9.12M 483,797 +49,886 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.77M 465,375 +5,809 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.63M 458,032 +4,762 +1%
State Street
6
State Street
Massachusetts
$5.71M 303,044 +6,265 +2%
BMCMI
7
Bryn Mawr Capital Management Inc
Pennsylvania
$5.51M 292,049 +125,144 +75%
BFC
8
Banc Funds Company
Illinois
$5.37M 284,697 -16,528 -5%
Northern Trust
9
Northern Trust
Illinois
$4.84M 256,877 +23,756 +10%
KCM
10
Kennedy Capital Management
Missouri
$3.58M 190,156 – –
ICOM
11
Investment Counselors of Maryland
Maryland
$3.3M 174,900 -100,400 -36%
TAM
12
THB Asset Management
Connecticut
$2.8M 148,800 +48,900 +49%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$2.7M 143,212 +15,632 +12%
AAM
14
Aberdeen Asset Management
United Kingdom
$2.43M 129,120 -1,900 -1%
MPM
15
Meritage Portfolio Management
Kansas
$2.15M 114,285 +3,790 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.1M 111,400 +6,994 +7%
LSV Asset Management
17
LSV Asset Management
Illinois
$2.1M 111,300 – –
TCIM
18
TIAA CREF Investment Management
New York
$1.55M 82,013 -2,720 -3%
BCM
19
Bridgeway Capital Management
Texas
$1.45M 77,050 +39,750 +107%
Wells Fargo
20
Wells Fargo
California
$1.35M 71,860 -35,234 -33%
TCM
21
Tradition Capital Management
New Jersey
$1.22M 64,967 +1,500 +2%
PIM
22
Perkins Investment Management
Illinois
$1.13M 60,000 -77,559 -56%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.12M 59,472 +2,833 +5%
BIM
24
BlackRock Investment Management
Delaware
$1.12M 59,184 +249 +0.4%
First Manhattan
25
First Manhattan
New York
$1.12M 59,188 – –
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