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Univest Financial
UVSP

Overview Fund Activity

80 hedge funds and large institutions have $144M 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.

Holders
80
Holders Change
-1
Holders Change %
-1.23%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
31
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PTC
1
Philadelphia Trust Company
Pennsylvania
$3.57M
2
KIM
2
Kestrel Investment Management
California
$5.39M
3
BFC
3
Banc Funds Company
Illinois
$6.47M
4
EA
4
Emerald Advisers
Pennsylvania
$2.73M
5
WCM
5
Wedge Capital Management
North Carolina
$1.06M

Top Sellers

1
BMCMI
1
Bryn Mawr Capital Management Inc
Pennsylvania
$6.22M
2
ICOM
2
Investment Counselors of Maryland
Maryland
$0
3
TC
3
TFS Capital
Pennsylvania
$0
4
UF
4
Univest Financial
Pennsylvania
$19.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UF
1
Univest Financial
Pennsylvania
$19.7M 962,077 -37,641 -4%
BIT
2
BlackRock Institutional Trust
California
$12M 585,041 +8,298 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10.2M 494,861 +3,324 +0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.86M 480,480 +12,109 +3%
BFA
5
BlackRock Fund Advisors
California
$9.7M 472,665 +7,531 +2%
BFC
6
Banc Funds Company
Illinois
$6.47M 315,365 +113,000 +56%
BMCMI
7
Bryn Mawr Capital Management Inc
Pennsylvania
$6.22M 303,147 -413,117 -58%
State Street
8
State Street
Massachusetts
$6.09M 296,703 +923 +0.3%
KIM
9
Kestrel Investment Management
California
$5.39M 262,500 +158,100 +151%
Northern Trust
10
Northern Trust
Illinois
$4.99M 243,074 -18,467 -7%
PTC
11
Philadelphia Trust Company
Pennsylvania
$3.57M 174,000 +174,000 New
Neuberger Berman Group
12
Neuberger Berman Group
New York
$3.2M 155,879 +8,781 +6%
AAM
13
Aberdeen Asset Management
United Kingdom
$2.94M 143,520 +18,700 +15%
EA
14
Emerald Advisers
Pennsylvania
$2.73M 132,999 +75,000 +129%
KCM
15
Kennedy Capital Management
Missouri
$2.61M 127,230 +29,718 +30%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.52M 122,632 +133 +0.1%
LSV Asset Management
17
LSV Asset Management
Illinois
$2.38M 116,107 +16,670 +17%
BCM
18
Bridgeway Capital Management
Texas
$2.03M 99,100 +1,300 +1%
LCM
19
Logan Capital Management
Pennsylvania
$1.77M 86,244 -1,000 -1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.59M 77,617 +13,913 +22%
TCIM
21
TIAA CREF Investment Management
New York
$1.56M 75,912 -9,554 -11%
TCM
22
Tradition Capital Management
New Jersey
$1.32M 64,422 -2,070 -3%
Morgan Stanley
23
Morgan Stanley
New York
$1.29M 63,071 +3,243 +5%
First Manhattan
24
First Manhattan
New York
$1.24M 60,238 +1,050 +2%
BIM
25
BlackRock Investment Management
Delaware
$1.18M 57,546 +275 +0.5%
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