Univest Financial
UVSP
109 hedge funds and large institutions have $214M invested in Univest Financial in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
64% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 25
19% more capital invested
Capital invested by funds: $179M → $214M (+$34.7M)
4% more funds holding
Funds holding: 105 → 109 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$4.97M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.9M |
| 3 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$1.79M |
| 4 |
BCM
Bluefin Capital Management
New York
|
+$1.67M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$950K |
| 2 |
MCM
Maltese Capital Management
New York
|
-$870K |
| 3 |
UF
Univest Financial
Souderton,
Pennsylvania
|
-$743K |
| 4 |
Morgan Stanley
New York
|
-$714K |
| 5 |
UBS AM
Chicago,
Illinois
|
-$477K |
UVSP Hedge Fund Activity: Q2 2016 in Review
109 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2016, worth a combined $214M — up 19% from $179M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new UVSP positions and 7 closed out — a net gain of 5 holders — while 41 added to existing stakes and 25 trimmed.
The largest buyer was Aberdeen Asset Management, adding an estimated $4.97M. The largest seller was Vanguard Group, cutting an estimated $950K.
- 109 institutional investors held Univest Financial (UVSP) as of Q2 2016, up from 105 in Q1 2016.
- Funds reported $214M of Univest Financial stock for Q2 2016, up 19% quarter-over-quarter.
- 12 funds opened new Univest Financial positions in Q2 2016 and 7 closed out, a net change of +5 holders.
- The largest Univest Financial buyer in Q2 2016 was Aberdeen Asset Management, an estimated $4.97M added.
- The largest Univest Financial seller in Q2 2016 was Vanguard Group, an estimated $950K sold.
Based on aggregated 13F filings for Q2 2016.