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Univest Financial

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.

Holders
114
Holders Change
-3
Holders Change %
-2.56%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
42
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Aberdeen Group
1
Aberdeen Group
United Kingdom
$61.2M 2,206,828 -324,654 -13%
BlackRock
2
BlackRock
New York
$52.8M 1,905,371 +105,685 +6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$50.8M 1,832,175 +36,809 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$42.1M 1,518,717 +139,344 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$35.4M 1,279,217 +78,278 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$29.3M 1,057,237 -31,573 -3%
State Street
7
State Street
Massachusetts
$25M 900,941 +188,041 +26%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$23M 829,620 +7,433 +0.9%
FCM
9
FJ Capital Management
Virginia
$18.6M 748,500 -200 -0%
ECA
10
Endeavour Capital Advisors
Connecticut
$18.6M 670,695 +491,594 +274%
UF
11
Univest Financial
Pennsylvania
$16.2M 583,469 +13,300 +2%
Renaissance Technologies
12
Renaissance Technologies
New York
$15.7M 566,889 +52,300 +10%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$15.4M 556,524 -94,219 -14%
Northern Trust
14
Northern Trust
Illinois
$11.1M 401,551 +27,566 +7%
PTC
15
Philadelphia Trust Company
Pennsylvania
$10.9M 392,405 -21,300 -5%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.8M 353,718 +139,590 +65%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$8.2M 295,867 -13,095 -4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$7.61M 274,589 +20,894 +8%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$6.84M 246,930 -4,815 -2%
KCM
20
Kennedy Capital Management
Missouri
$5.94M 214,384 +133,117 +164%
BFC
21
Banc Funds Company
Illinois
$5.25M 189,452
Wells Fargo
22
Wells Fargo
California
$4.89M 176,458 +24,134 +16%
ZDA
23
Zweig-DiMenna Associates
New York
$4.63M 167,169
Charles Schwab
24
Charles Schwab
California
$4.07M 147,050 +19,728 +15%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$3.19M 115,000