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Univest Financial
UVSP

Overview Fund Activity

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.

Holders
130
Holders Change
+10
Holders Change %
+8.33%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
39
Reduced
36
Closed
10
Calls
$136K
Puts
$436K
Net Calls
-$300K
Net Calls Change
-$300K

Top Buyers

1
AAM
1
Aberdeen Asset Management
United Kingdom
$42.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.6M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$15.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.2M
5
ZDA
5
Zweig-DiMenna Associates
New York
$4.18M

Top Sellers

1
CP
1
Clover Partners
Texas
$3.77M
2
KCM
2
Kennedy Capital Management
Missouri
$14.3M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$2.31M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$4.72M
5
EA
5
Emerald Advisers
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Aberdeen Asset Management
United Kingdom
$42.9M 1,387,383 +446,072 +47%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$32.5M 1,051,854 +69,197 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.3M 981,367 +84,374 +9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$28.2M 911,617 +138,371 +18%
BFA
5
BlackRock Fund Advisors
California
$25.5M 825,044 +123,585 +18%
UF
6
Univest Financial
Pennsylvania
$24.4M 788,049 -50,776 -6%
BIT
7
BlackRock Institutional Trust
California
$23.7M 768,143 +98,885 +15%
FCM
8
FJ Capital Management
Virginia
$19M 615,500 -6,500 -1%
State Street
9
State Street
Massachusetts
$17.4M 563,497 +76,424 +16%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$15.3M 496,270 +278,221 +128%
KCM
11
Kennedy Capital Management
Missouri
$14.3M 462,885 -238,794 -34%
PTC
12
Philadelphia Trust Company
Pennsylvania
$13M 421,095 -5,724 -1%
Renaissance Technologies
13
Renaissance Technologies
New York
$12.7M 412,089 -33,880 -8%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$12.6M 407,834 +407,834 New
Northern Trust
15
Northern Trust
Illinois
$11.1M 359,213 +33,435 +10%
BFC
16
Banc Funds Company
Illinois
$8.33M 269,452 – –
Neuberger Berman Group
17
Neuberger Berman Group
New York
$7.3M 236,377 +6,149 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$6.67M 215,997 +9,931 +5%
MCM
19
Maltese Capital Management
New York
$6.52M 211,100 -38,900 -16%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6.34M 205,047 -4,094 -2%
LBS
21
Lawrence B. Seidman
$4.96M 160,398 – –
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$4.72M 152,882 -179,987 -54%
EI
23
EAM Investors
California
$4.63M 149,759 +24,403 +19%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.6M 148,942 -6,605 -4%
BCM
25
Bridgeway Capital Management
Texas
$4.41M 142,714 – –
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