Univest Financial
UVSP
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.
105% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 20
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
1% more funds holding
Funds holding: 89 → 90 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $149M → $148M (-$492K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$1.03M |
| 2 |
CL
Choreo LLC
Rockford,
Illinois
|
+$904K |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$855K |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$791K |
| 5 |
Renaissance Technologies
New York
|
+$763K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Kestrel Investment Management
San Mateo,
California
|
-$3.85M |
| 2 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$774K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$289K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$216K |
| 5 |
Morgan Stanley
New York
|
-$203K |
UVSP Hedge Fund Activity: Q1 2015 in Review
90 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2015, worth a combined $148M — down 0.33% from $149M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UVSP positions and 6 closed out — a net gain of 1 holder — while 41 added to existing stakes and 20 trimmed.
The largest buyer was Philadelphia Trust Company, adding an estimated $1.03M. The largest seller was Kestrel Investment Management, cutting an estimated $3.85M.
- 90 institutional investors held Univest Financial (UVSP) as of Q1 2015, up from 89 in Q4 2014.
- Funds reported $148M of Univest Financial stock for Q1 2015, down 0.33% quarter-over-quarter.
- 7 funds opened new Univest Financial positions in Q1 2015 and 6 closed out, a net change of +1 holder.
- The largest Univest Financial buyer in Q1 2015 was Philadelphia Trust Company, an estimated $1.03M added.
- The largest Univest Financial seller in Q1 2015 was Kestrel Investment Management, an estimated $3.85M sold.
Based on aggregated 13F filings for Q1 2015.