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Univest Financial
UVSP

Overview Fund Activity

117 hedge funds and large institutions have $553M invested in Univest Financial in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 17 closing their positions.

Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
2.66%
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
44
Reduced
32
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$50.4M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$71.1M
3
MCM
3
Maltese Capital Management
New York
$16.1M
4
State Street
4
State Street
Massachusetts
$20M
5
ECA
5
Endeavour Capital Advisors
Connecticut
$5.02M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$8.67M
2
KCM
2
Kennedy Capital Management
Missouri
$2.28M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$0
4
Asset Management One
4
Asset Management One
Japan
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Aberdeen Group
1
Aberdeen Group
United Kingdom
$71.1M 2,531,482 +408,343 +19%
BlackRock
2
BlackRock
New York
$50.5M 1,799,686 +22,961 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$50.4M 1,795,366 +1,080,404 +151%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$38.7M 1,379,373 +101,201 +8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$33.7M 1,200,939 +57,170 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$30.5M 1,088,810 +20,833 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$23.1M 822,187 -56,515 -6%
FCM
8
FJ Capital Management
Virginia
$21M 748,700 +155,700 +26%
State Street
9
State Street
Massachusetts
$20M 712,900 +195,775 +38%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$18.3M 650,743 -20,358 -3%
MCM
11
Maltese Capital Management
New York
$16.1M 575,106 +350,005 +155%
UF
12
Univest Financial
Pennsylvania
$16M 570,169 -12,424 -2%
Renaissance Technologies
13
Renaissance Technologies
New York
$14.4M 514,589 +20,500 +4%
PTC
14
Philadelphia Trust Company
Pennsylvania
$11.6M 413,705 +45,775 +12%
Northern Trust
15
Northern Trust
Illinois
$10.5M 373,985 -2,898 -0.8%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$8.67M 308,962 -188,485 -38%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$7.12M 253,695 +14,703 +6%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$7.06M 251,745 +14,272 +6%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.01M 214,128 +22,148 +12%
BFC
20
Banc Funds Company
Illinois
$5.31M 189,452 +150,000 +380%
ECA
21
Endeavour Capital Advisors
Connecticut
$5.02M 179,101 +179,101 New
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$4.95M 176,320 +176,320 New
ZDA
23
Zweig-DiMenna Associates
New York
$4.69M 167,169 +34,477 +26%
Wells Fargo
24
Wells Fargo
California
$4.27M 152,324 +31,540 +26%
Charles Schwab
25
Charles Schwab
California
$3.57M 127,322 +7,141 +6%
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