Univest Financial
UVSP
93 hedge funds and large institutions have $151M invested in Univest Financial in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 6 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 23
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
3% more funds holding
Funds holding: 90 → 93 (+3)
2% more capital invested
Capital invested by funds: $148M → $151M (+$2.84M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$1.47M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.16M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.08M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$916K |
| 5 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$850K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
-$7.14M |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$1.1M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$980K |
| 4 |
KIM
Kestrel Investment Management
San Mateo,
California
|
-$693K |
| 5 |
UF
Univest Financial
Souderton,
Pennsylvania
|
-$607K |
UVSP Hedge Fund Activity: Q2 2015 in Review
93 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2015, worth a combined $151M — up 1.9% from $148M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UVSP positions and 6 closed out — a net gain of 3 holders — while 40 added to existing stakes and 23 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $1.47M. The largest seller was Philadelphia Trust Company, cutting an estimated $7.14M.
- 93 institutional investors held Univest Financial (UVSP) as of Q2 2015, up from 90 in Q1 2015.
- Funds reported $151M of Univest Financial stock for Q2 2015, up 1.9% quarter-over-quarter.
- 9 funds opened new Univest Financial positions in Q2 2015 and 6 closed out, a net change of +3 holders.
- The largest Univest Financial buyer in Q2 2015 was Renaissance Technologies, an estimated $1.47M added.
- The largest Univest Financial seller in Q2 2015 was Philadelphia Trust Company, an estimated $7.14M sold.
Based on aggregated 13F filings for Q2 2015.