Univest Financial
UVSP
114 hedge funds and large institutions have $550M invested in Univest Financial in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 16 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 31
0.08% more ownership
Funds ownership: 67.84% → 67.92% (+0.08%)
1% less capital invested
Capital invested by funds: $553M → $550M (-$3.42M)
3% less funds holding
Funds holding: 117 → 114 (-3)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$13.8M |
| 2 |
State Street
Boston,
Massachusetts
|
+$5.27M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$3.91M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.9M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$16.1M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$9.1M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$4.05M |
| 4 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$2.76M |
| 5 |
Bank of New York Mellon
New York
|
-$2.64M |
UVSP Hedge Fund Activity: Q1 2018 in Review
114 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2018, worth a combined $550M — down 0.62% from $553M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of UVSP and 13 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 42 added.
The largest buyer was Endeavour Capital Advisors, adding an estimated $13.8M. The largest seller was Maltese Capital Management, exiting entirely with an estimated $16.1M sold.
- 114 institutional investors held Univest Financial (UVSP) as of Q1 2018, down from 117 in Q4 2017.
- Funds reported $550M of Univest Financial stock for Q1 2018, down 0.62% quarter-over-quarter.
- 13 funds opened new Univest Financial positions in Q1 2018 and 16 closed out, a net change of -3 holders.
- The largest Univest Financial buyer in Q1 2018 was Endeavour Capital Advisors, an estimated $13.8M added.
- The largest Univest Financial seller in Q1 2018 was Maltese Capital Management, an estimated $16.1M sold.
Based on aggregated 13F filings for Q1 2018.