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Univest Financial
UVSP

Overview Fund Activity

119 hedge funds and large institutions have $518M invested in Univest Financial in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+5
Holders Change %
+4.39%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
39
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$25M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$22.2M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$46.7M
4
Deutsche Bank
4
Deutsche Bank
Germany
$3.9M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$2.02M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$36M
2
FCM
2
FJ Capital Management
Virginia
$3.77M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.8M
4
State Street
4
State Street
Massachusetts
$20.7M
5
Wells Fargo
5
Wells Fargo
California
$6.23M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$53.8M 2,034,579 +19,684 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$49.5M 1,869,739 -41,527 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$46.7M 1,767,234 +110,564 +7%
Aberdeen Group
4
Aberdeen Group
United Kingdom
$36M 1,361,943 -715,254 -34%
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.5M 1,305,766 +44,447 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$29.4M 1,110,698 -6,759 -0.6%
ECA
7
Endeavour Capital Advisors
Connecticut
$25M 946,128 +345,624 +58%
Renaissance Technologies
8
Renaissance Technologies
New York
$22.2M 839,569 +185,880 +28%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$21.6M 815,898 +12,275 +2%
State Street
10
State Street
Massachusetts
$20.7M 780,871 -72,334 -8%
UF
11
Univest Financial
Pennsylvania
$15.5M 584,936 +2,525 +0.4%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.8M 444,721 -98,995 -18%
Northern Trust
13
Northern Trust
Illinois
$10.9M 413,089 +3,673 +0.9%
PTC
14
Philadelphia Trust Company
Pennsylvania
$10.4M 393,380 +16,650 +4%
KCM
15
Kennedy Capital Management
Missouri
$8.62M 325,695 +18,636 +6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$8.54M 323,017 +16,613 +5%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$7.22M 273,094 – –
Neuberger Berman Group
18
Neuberger Berman Group
New York
$6.73M 254,376 +12,150 +5%
Wells Fargo
19
Wells Fargo
California
$6.23M 235,718 -42,749 -15%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.24M 198,071 -12,601 -6%
BFC
21
Banc Funds Company
Illinois
$5.01M 189,452 – –
Charles Schwab
22
Charles Schwab
California
$4.39M 166,059 +7,728 +5%
Citadel Advisors
23
Citadel Advisors
Florida
$3.96M 149,744 -9,797 -6%
Deutsche Bank
24
Deutsche Bank
Germany
$3.9M 147,447 +85,895 +140%
FCM
25
FJ Capital Management
Virginia
$3.77M 142,400 -101,400 -42%
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