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Univest Financial
UVSP

Overview Fund Activity

90 hedge funds and large institutions have $148M invested in Univest Financial in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
41
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PTC
1
Philadelphia Trust Company
Pennsylvania
$7.35M
2
CL
2
Choreo LLC
Illinois
$929K
3
KCM
3
Kennedy Capital Management
Missouri
$3.62M
4
Prudential Financial
4
Prudential Financial
New Jersey
$2.13M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.6M

Top Sellers

1
KIM
1
Kestrel Investment Management
California
$693K
2
BMCMI
2
Bryn Mawr Capital Management Inc
Pennsylvania
$0
3
BCM
3
Bridgeway Capital Management
Texas
$2.04M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$522K
Name Market Value Shares Shares
Change 		Shares
Change %
UF
1
Univest Financial
Pennsylvania
$18.5M 936,807 -8,107 -0.9%
BIT
2
BlackRock Institutional Trust
California
$11.5M 578,876 +13,162 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10.7M 538,278 +24,279 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.1M 511,375 +13,572 +3%
BFA
5
BlackRock Fund Advisors
California
$8.79M 444,242 -2,193 -0.5%
PTC
6
Philadelphia Trust Company
Pennsylvania
$7.35M 371,627 +53,322 +17%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$7.34M 371,062 -4,602 -1%
State Street
8
State Street
Massachusetts
$5.82M 293,988 +9,177 +3%
LSV Asset Management
9
LSV Asset Management
Illinois
$4.37M 220,637 +6,943 +3%
Northern Trust
10
Northern Trust
Illinois
$4.19M 211,574 +3,805 +2%
AAM
11
Aberdeen Asset Management
United Kingdom
$3.68M 185,720 +11,600 +7%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$3.63M 183,343 +3,271 +2%
KCM
13
Kennedy Capital Management
Missouri
$3.62M 183,122 +44,437 +32%
BFC
14
Banc Funds Company
Illinois
$2.81M 141,947 – –
EA
15
Emerald Advisers
Pennsylvania
$2.54M 124,301 -8,698 -7%
NI
16
Numeric Investors
Massachusetts
$2.46M 124,419 +25,588 +26%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.23M 112,549 +2,200 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.21M 111,780 +8,483 +8%
Prudential Financial
19
Prudential Financial
New Jersey
$2.13M 107,534 +41,088 +62%
BCM
20
Bridgeway Capital Management
Texas
$2.04M 103,100 -15,000 -13%
Renaissance Technologies
21
Renaissance Technologies
New York
$1.6M 80,738 +39,638 +96%
TCIM
22
TIAA CREF Investment Management
New York
$1.44M 72,821 -2,116 -3%
First Manhattan
23
First Manhattan
New York
$1.37M 69,433 – –
TCM
24
Tradition Capital Management
New Jersey
$1.36M 68,902 +1,440 +2%
Wells Fargo
25
Wells Fargo
California
$1.3M 65,699 +2,045 +3%
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