Univest Financial
UVSP
94 hedge funds and large institutions have $153M invested in Univest Financial in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 29 reducing their positions, and 6 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 29
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
1% more funds holding
Funds holding: 93 → 94 (+1)
2% more capital invested
Capital invested by funds: $151M → $153M (+$2.28M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
+$6.96M |
| 2 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$1.08M |
| 3 |
Renaissance Technologies
New York
|
+$623K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$458K |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$446K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
-$465K |
| 2 |
UF
Univest Financial
Souderton,
Pennsylvania
|
-$395K |
| 3 |
Bank of New York Mellon
New York
|
-$288K |
| 4 |
DTL
Dynamic Technology Lab
Singapore
|
-$261K |
| 5 |
NCCM
Nine Chapters Capital Management
Short Hills,
New Jersey
|
-$206K |
UVSP Hedge Fund Activity: Q3 2015 in Review
94 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2015, worth a combined $153M — up 1.5% from $151M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UVSP positions and 6 closed out — a net gain of 1 holder — while 35 added to existing stakes and 29 trimmed.
The largest buyer was Philadelphia Trust Company, adding an estimated $6.96M. The largest seller was Investors Capital Advisory Services, exiting entirely with an estimated $465K sold.
- 94 institutional investors held Univest Financial (UVSP) as of Q3 2015, up from 93 in Q2 2015.
- Funds reported $153M of Univest Financial stock for Q3 2015, up 1.5% quarter-over-quarter.
- 7 funds opened new Univest Financial positions in Q3 2015 and 6 closed out, a net change of +1 holder.
- The largest Univest Financial buyer in Q3 2015 was Philadelphia Trust Company, an estimated $6.96M added.
- The largest Univest Financial seller in Q3 2015 was Investors Capital Advisory Services, an estimated $465K sold.
Based on aggregated 13F filings for Q3 2015.