Univest Financial
UVSP
114 hedge funds and large institutions have $538M invested in Univest Financial in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 13 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 34
0% more funds holding
Funds holding: 114 → 114 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
2% less capital invested
Capital invested by funds: $550M → $538M (-$11.5M)
1.37% less ownership
Funds ownership: 67.92% → 66.55% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$5.45M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.96M |
| 3 |
BlackRock
New York
|
+$3.14M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.93M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$14.5M |
| 2 |
Bank of New York Mellon
New York
|
-$9.92M |
| 3 |
ZDA
Zweig-DiMenna Associates
New York
|
-$4.63M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$3.72M |
| 5 |
Millennium Management
New York
|
-$2.13M |
UVSP Hedge Fund Activity: Q2 2018 in Review
114 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2018, worth a combined $538M — down 2.1% from $550M a quarter earlier.
Fund positioning in UVSP was balanced in Q2 2018: 13 funds opened new positions, 13 closed out, 43 added to existing stakes and 34 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $5.45M. The largest seller was FJ Capital Management, cutting an estimated $14.5M.
- 114 institutional investors held Univest Financial (UVSP) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $538M of Univest Financial stock for Q2 2018, down 2.1% quarter-over-quarter.
- 13 funds opened new Univest Financial positions in Q2 2018 and 13 closed out, a net change of 0 holders.
- The largest Univest Financial buyer in Q2 2018 was Manulife (Manufacturers Life Insurance), an estimated $5.45M added.
- The largest Univest Financial seller in Q2 2018 was FJ Capital Management, an estimated $14.5M sold.
Based on aggregated 13F filings for Q2 2018.