Univest Financial
UVSP
80 hedge funds and large institutions have $145M invested in Univest Financial in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 7 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 26
0% more capital inflows, than outflows
Capital inflows: $15.5M | Capital outflows: $15.4M
0.13% more ownership
Funds ownership: 43.28% → 43.41% (+0.13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 81 → 80 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$3.38M |
| 2 |
Kestrel Investment Management
San Mateo,
California
|
+$3.07M |
| 3 |
Banc Funds Company
Chicago,
Illinois
|
+$2.2M |
| 4 |
Emerald Advisers
Leola,
Pennsylvania
|
+$1.46M |
| 5 |
Wedge Capital Management
Charlotte,
North Carolina
|
+$998K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$8.02M |
| 2 |
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$1.49M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.48M |
| 4 |
Univest Financial
Souderton,
Pennsylvania
|
-$731K |
| 5 |
Goldman Sachs
New York
|
-$523K |
UVSP Hedge Fund Activity: Q1 2014 in Review
80 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2014, worth a combined $145M — down 0.56% from $145M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of UVSP and 6 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 31 added.
The largest buyer was Philadelphia Trust Company, opening a new position worth an estimated $3.38M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $8.02M.
- 80 institutional investors held Univest Financial (UVSP) as of Q1 2014, down from 81 in Q4 2013.
- Funds reported $145M of Univest Financial stock for Q1 2014, down 0.56% quarter-over-quarter.
- 6 funds opened new Univest Financial positions in Q1 2014 and 7 closed out, a net change of -1 holder.
- The largest Univest Financial buyer in Q1 2014 was Philadelphia Trust Company, an estimated $3.38M added.
- The largest Univest Financial seller in Q1 2014 was Bryn Mawr Capital Management Inc, an estimated $8.02M sold.
Based on aggregated 13F filings for Q1 2014.