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Univest Financial
UVSP

Overview Fund Activity

87 hedge funds and large institutions have $133M invested in Univest Financial in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
30
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$6.84M
2
TU
2
TDAM USA
Ontario, Canada
$751K
3
PTC
3
Philadelphia Trust Company
Pennsylvania
$5.29M
4
BCM
4
Bridgeway Capital Management
Texas
$2.33M
5
Stifel Financial
5
Stifel Financial
Missouri
$296K

Top Sellers

1
BFC
1
Banc Funds Company
Illinois
$3.61M
2
BMCMI
2
Bryn Mawr Capital Management Inc
Pennsylvania
$994K
3
ZIM
3
Zacks Investment Management
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
DTL
5
Dynamic Technology Lab
Singapore
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UF
1
Univest Financial
Pennsylvania
$17.4M 929,952 -19,008 -2%
BIT
2
BlackRock Institutional Trust
California
$10.7M 568,666 -14,006 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.42M 502,286 +3,956 +0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.16M 488,740 +7,733 +2%
BFA
5
BlackRock Fund Advisors
California
$7.23M 385,511 -21,595 -5%
DRZID
6
DePrince Race & Zollo Inc (DRZ)
Florida
$6.84M 364,835 +96,085 +36%
PTC
7
Philadelphia Trust Company
Pennsylvania
$5.29M 281,995 +31,950 +13%
State Street
8
State Street
Massachusetts
$5.27M 281,107 -16,016 -5%
KIM
9
Kestrel Investment Management
California
$4.54M 241,850 -12,050 -5%
Northern Trust
10
Northern Trust
Illinois
$3.88M 206,643 -9,717 -4%
BFC
11
Banc Funds Company
Illinois
$3.61M 192,361 -75,004 -28%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$3.33M 177,681 +7,271 +4%
AAM
13
Aberdeen Asset Management
United Kingdom
$3.22M 171,920 +5,800 +3%
LSV Asset Management
14
LSV Asset Management
Illinois
$2.97M 158,537 +8,800 +6%
KCM
15
Kennedy Capital Management
Missouri
$2.55M 135,794 +3,059 +2%
EA
16
Emerald Advisers
Pennsylvania
$2.49M 132,999 – –
BCM
17
Bridgeway Capital Management
Texas
$2.33M 124,100 +25,000 +25%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.18M 116,453 -889 -0.8%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.87M 99,533 +5,194 +6%
TCIM
20
TIAA CREF Investment Management
New York
$1.34M 71,664 -9,100 -11%
TCM
21
Tradition Capital Management
New Jersey
$1.26M 67,367 +2,665 +4%
Prudential Financial
22
Prudential Financial
New Jersey
$1.23M 65,746 -2,693 -4%
LCM
23
Logan Capital Management
Pennsylvania
$1.2M 64,244 -10,000 -13%
Wells Fargo
24
Wells Fargo
California
$1.18M 62,798 +3,964 +7%
First Manhattan
25
First Manhattan
New York
$1.17M 62,301 – –
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