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Univest Financial
UVSP

Overview Fund Activity

113 hedge funds and large institutions have $539M invested in Univest Financial in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
31
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$67.9M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$22.9M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$21.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$36.6M
5
Asset Management One
5
Asset Management One
Japan
$1.65M

Top Sellers

1
UF
1
Univest Financial
Pennsylvania
$18.6M
2
KCM
2
Kennedy Capital Management
Missouri
$7.86M
3
FCM
3
FJ Capital Management
Virginia
$19M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$3.55M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Aberdeen Group
1
Aberdeen Group
United Kingdom
$67.9M 2,123,139 +2,123,139 New
BlackRock
2
BlackRock
New York
$56.9M 1,776,725 +22,997 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.9M 1,278,172 +48,684 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$36.6M 1,143,769 +66,875 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$34.2M 1,067,977 -20,130 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$28.1M 878,702 +16,633 +2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$22.9M 714,962 +521,698 +270%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$21.5M 671,101 +169,172 +34%
FCM
9
FJ Capital Management
Virginia
$19M 593,000 -41,800 -7%
UF
10
Univest Financial
Pennsylvania
$18.6M 582,593 -160,154 -22%
State Street
11
State Street
Massachusetts
$16.5M 517,125 +2,434 +0.5%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$16M 497,447 -26,537 -5%
Renaissance Technologies
13
Renaissance Technologies
New York
$15.8M 494,089 +27,200 +6%
Northern Trust
14
Northern Trust
Illinois
$12.1M 376,883 -426 -0.1%
PTC
15
Philadelphia Trust Company
Pennsylvania
$11.8M 367,930 -23,955 -6%
KCM
16
Kennedy Capital Management
Missouri
$7.86M 245,583 -149,235 -38%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$7.65M 238,992 +17,151 +8%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$7.6M 237,473 -2,894 -1%
MCM
19
Maltese Capital Management
New York
$7.2M 225,101 +7,240 +3%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.14M 191,980 +18,824 +11%
BCM
21
Bridgeway Capital Management
Texas
$4.56M 142,529 – –
ZDA
22
Zweig-DiMenna Associates
New York
$4.25M 132,692 – –
Wells Fargo
23
Wells Fargo
California
$3.87M 120,784 +5,411 +5%
Charles Schwab
24
Charles Schwab
California
$3.85M 120,181 +11,140 +10%
DRZID
25
DePrince Race & Zollo Inc (DRZ)
Florida
$3.55M 110,880 -40,315 -27%
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