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Univest Financial
UVSP

Overview Fund Activity

81 hedge funds and large institutions have $145M invested in Univest Financial in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
34
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMCMI
1
Bryn Mawr Capital Management Inc
Pennsylvania
$14.8M
2
KIM
2
Kestrel Investment Management
California
$2.16M
3
TC
3
TFS Capital
Pennsylvania
$1.48M
4
MAM
4
Martingale Asset Management
Massachusetts
$1.03M
5
BBA
5
BLB&B Advisors
Pennsylvania
$946K

Top Sellers

1
TAM
1
THB Asset Management
Connecticut
$0
2
MPM
2
Meritage Portfolio Management
Kansas
$0
3
ICOM
3
Investment Counselors of Maryland
Maryland
$1.49M
4
KCM
4
Kennedy Capital Management
Missouri
$2.02M
5
BFC
5
Banc Funds Company
Illinois
$4.19M
Name Market Value Shares Shares
Change 		Shares
Change %
UF
1
Univest Financial
Pennsylvania
$20.7M 999,718 +38,084 +4%
BMCMI
2
Bryn Mawr Capital Management Inc
Pennsylvania
$14.8M 716,264 +424,215 +145%
BIT
3
BlackRock Institutional Trust
California
$11.9M 576,743 +12,698 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$10.2M 491,537 +26,162 +6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.69M 468,371 +10,339 +2%
BFA
6
BlackRock Fund Advisors
California
$9.62M 465,134 -18,663 -4%
State Street
7
State Street
Massachusetts
$6.11M 295,780 -7,264 -2%
Northern Trust
8
Northern Trust
Illinois
$5.41M 261,541 +4,664 +2%
BFC
9
Banc Funds Company
Illinois
$4.19M 202,365 -82,332 -29%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$3.04M 147,098 +3,886 +3%
AAM
11
Aberdeen Asset Management
United Kingdom
$2.58M 124,820 -4,300 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.53M 122,499 +11,099 +10%
KIM
13
Kestrel Investment Management
California
$2.16M 104,400 +104,400 New
LSV Asset Management
14
LSV Asset Management
Illinois
$2.06M 99,437 -11,863 -11%
BCM
15
Bridgeway Capital Management
Texas
$2.02M 97,800 +20,750 +27%
KCM
16
Kennedy Capital Management
Missouri
$2.02M 97,512 -92,644 -49%
LCM
17
Logan Capital Management
Pennsylvania
$1.81M 87,244 +34,744 +66%
TCIM
18
TIAA CREF Investment Management
New York
$1.77M 85,466 +3,453 +4%
ICOM
19
Investment Counselors of Maryland
Maryland
$1.49M 72,113 -102,787 -59%
TC
20
TFS Capital
Pennsylvania
$1.48M 71,557 +71,557 New
TCM
21
Tradition Capital Management
New Jersey
$1.38M 66,492 +1,525 +2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.32M 63,704 +4,232 +7%
Morgan Stanley
23
Morgan Stanley
New York
$1.24M 59,828 +23,301 +64%
Wells Fargo
24
Wells Fargo
California
$1.23M 59,231 -12,629 -18%
First Manhattan
25
First Manhattan
New York
$1.22M 59,188 – –
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