Univest Financial
UVSP
130 hedge funds and large institutions have $475M invested in Univest Financial in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
57.85% more ownership
Funds ownership: 0% → 57.85% (+58%)
44% more capital invested
Capital invested by funds: $331M → $475M (+$145M)
8% more funds holding
Funds holding: 120 → 130 (+10)
8% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 36
69% less call options, than puts
Call options by funds: $136K | Put options by funds: $436K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$11.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.9M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$7.42M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.69M |
| 5 |
ZDA
Zweig-DiMenna Associates
New York
|
+$3.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Clover Partners
Dallas,
Texas
|
-$6.39M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$6.37M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$5.33M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$4.8M |
| 5 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$1.88M |
UVSP Hedge Fund Activity: Q4 2016 in Review
130 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2016, worth a combined $475M — up 44% from $331M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new UVSP positions and 10 closed out — a net gain of 11 holders — while 39 added to existing stakes and 36 trimmed.
The largest buyer was Aberdeen Asset Management, adding an estimated $11.9M. The largest seller was Clover Partners, cutting an estimated $6.39M.
- 130 institutional investors held Univest Financial (UVSP) as of Q4 2016, up from 120 in Q3 2016.
- Funds reported $475M of Univest Financial stock for Q4 2016, up 44% quarter-over-quarter.
- 21 funds opened new Univest Financial positions in Q4 2016 and 10 closed out, a net change of +11 holders.
- The largest Univest Financial buyer in Q4 2016 was Aberdeen Asset Management, an estimated $11.9M added.
- The largest Univest Financial seller in Q4 2016 was Clover Partners, an estimated $6.39M sold.
Based on aggregated 13F filings for Q4 2016.