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Univest Financial
UVSP

Overview Fund Activity

105 hedge funds and large institutions have $179M invested in Univest Financial in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
44
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.01M
2
AAM
2
Aberdeen Asset Management
United Kingdom
$9.53M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$6.43M
4
FCM
4
FJ Capital Management
Virginia
$1.06M
5
State Street
5
State Street
Massachusetts
$7.17M

Top Sellers

1
CCM
1
Castine Capital Management
Massachusetts
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
MAM
3
Martingale Asset Management
Massachusetts
$297K
4
Victory Capital Management
4
Victory Capital Management
Texas
$578K
5
Millennium Management
5
Millennium Management
New York
$257K
Name Market Value Shares Shares
Change 		Shares
Change %
UF
1
Univest Financial
Pennsylvania
$17M 871,269 +3,130 +0.4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$12.7M 648,406 +46,997 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.9M 610,293 +44,142 +8%
BIT
4
BlackRock Institutional Trust
California
$11.8M 604,570 +3,044 +0.5%
BFA
5
BlackRock Fund Advisors
California
$9.79M 501,807 -5,477 -1%
AAM
6
Aberdeen Asset Management
United Kingdom
$9.53M 488,525 +105,015 +27%
PTC
7
Philadelphia Trust Company
Pennsylvania
$7.47M 382,899 +12,960 +4%
State Street
8
State Street
Massachusetts
$7.17M 367,413 +54,151 +17%
DRZID
9
DePrince Race & Zollo Inc (DRZ)
Florida
$7.16M 367,087 -10,088 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.01M 359,267 +181,168 +102%
Renaissance Technologies
11
Renaissance Technologies
New York
$6.43M 329,600 +90,466 +38%
KCM
12
Kennedy Capital Management
Missouri
$5.81M 297,778 +34,039 +13%
LSV Asset Management
13
LSV Asset Management
Illinois
$5.36M 274,700 +5,500 +2%
Northern Trust
14
Northern Trust
Illinois
$4.83M 247,654 +2,840 +1%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$4.21M 215,820 -9,720 -4%
BFC
16
Banc Funds Company
Illinois
$3.24M 166,153 +17,000 +11%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.51M 130,340 +23,047 +21%
Deutsche Bank
18
Deutsche Bank
Germany
$2.31M 118,329 +37,806 +47%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.21M 113,191 +2,420 +2%
Wells Fargo
20
Wells Fargo
California
$2M 102,434 +4,012 +4%
BCM
21
Bridgeway Capital Management
Texas
$1.99M 102,000 -700 -0.7%
Prudential Financial
22
Prudential Financial
New Jersey
$1.7M 87,034 -10,000 -10%
UBS AM
23
UBS AM
Illinois
$1.58M 80,956 +27,842 +52%
TCIM
24
TIAA CREF Investment Management
New York
$1.51M 77,225 -1,229 -2%
TCM
25
Tradition Capital Management
New Jersey
$1.49M 76,340 -6,425 -8%
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