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Univest Financial
UVSP

Overview Fund Activity

85 hedge funds and large institutions have $147M invested in Univest Financial in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 4 closing their positions.

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
23
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$5.56M
2
PTC
2
Philadelphia Trust Company
Pennsylvania
$5.18M
3
ZIM
3
Zacks Investment Management
Illinois
$740K
4
LSV Asset Management
4
LSV Asset Management
Illinois
$3.1M
5
Prudential Financial
5
Prudential Financial
New Jersey
$1.42M

Top Sellers

1
BMCMI
1
Bryn Mawr Capital Management Inc
Pennsylvania
$2.58M
2
BFA
2
BlackRock Fund Advisors
California
$8.43M
3
BFC
3
Banc Funds Company
Illinois
$5.53M
4
Morgan Stanley
4
Morgan Stanley
New York
$728K
5
Northern Trust
5
Northern Trust
Illinois
$4.48M
Name Market Value Shares Shares
Change 		Shares
Change %
UF
1
Univest Financial
Pennsylvania
$19.6M 948,960 -13,117 -1%
BIT
2
BlackRock Institutional Trust
California
$12.1M 582,672 -2,369 -0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10.3M 498,330 +3,469 +0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.96M 481,007 +527 +0.1%
BFA
5
BlackRock Fund Advisors
California
$8.43M 407,106 -65,559 -14%
State Street
6
State Street
Massachusetts
$6.15M 297,123 +420 +0.1%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$5.56M 268,750 +268,750 New
BFC
8
Banc Funds Company
Illinois
$5.53M 267,365 -48,000 -15%
KIM
9
Kestrel Investment Management
California
$5.26M 253,900 -8,600 -3%
PTC
10
Philadelphia Trust Company
Pennsylvania
$5.18M 250,045 +76,045 +44%
Northern Trust
11
Northern Trust
Illinois
$4.48M 216,360 -26,714 -11%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$3.53M 170,410 +14,531 +9%
AAM
13
Aberdeen Asset Management
United Kingdom
$3.44M 166,120 +22,600 +16%
LSV Asset Management
14
LSV Asset Management
Illinois
$3.1M 149,737 +33,630 +29%
EA
15
Emerald Advisers
Pennsylvania
$2.75M 132,999 – –
KCM
16
Kennedy Capital Management
Missouri
$2.75M 132,735 +5,505 +4%
BMCMI
17
Bryn Mawr Capital Management Inc
Pennsylvania
$2.58M 124,728 -178,419 -59%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.43M 117,342 -5,290 -4%
BCM
19
Bridgeway Capital Management
Texas
$2.05M 99,100 – –
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.95M 94,339 +16,722 +22%
TCIM
21
TIAA CREF Investment Management
New York
$1.67M 80,764 +4,852 +6%
LCM
22
Logan Capital Management
Pennsylvania
$1.54M 74,244 -12,000 -14%
Prudential Financial
23
Prudential Financial
New Jersey
$1.42M 68,439 +26,493 +63%
TCM
24
Tradition Capital Management
New Jersey
$1.34M 64,702 +280 +0.4%
First Manhattan
25
First Manhattan
New York
$1.29M 62,301 +2,063 +3%
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