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Univest Financial
UVSP

Overview Fund Activity

115 hedge funds and large institutions have $419M invested in Univest Financial in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
45
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$48.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.02M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.9M
4
Bank of America
4
Bank of America
North Carolina
$2.51M
5
FCM
5
FJ Capital Management
Virginia
$4.84M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$0
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$33.7M
3
PTC
3
Philadelphia Trust Company
Pennsylvania
$2.45M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
State Street
5
State Street
Massachusetts
$15.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$48.7M 2,257,026 +222,447 +11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$40.9M 1,897,325 +130,091 +7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$33.7M 1,563,932 -305,807 -16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$28.6M 1,325,596 +19,830 +2%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$26.9M 1,276,843 -85,100 -6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$24.9M 1,153,598 +42,900 +4%
ECA
7
Endeavour Capital Advisors
Connecticut
$21.8M 1,011,362 +65,234 +7%
Renaissance Technologies
8
Renaissance Technologies
New York
$19.8M 916,569 +77,000 +9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$16.7M 774,017 -41,881 -5%
State Street
10
State Street
Massachusetts
$15.2M 697,546 -83,325 -11%
UF
11
Univest Financial
Pennsylvania
$13.3M 615,766 +30,830 +5%
Northern Trust
12
Northern Trust
Illinois
$9.07M 420,327 +7,238 +2%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.58M 397,805 -46,916 -11%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$7.33M 339,871 +16,854 +5%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$6.01M 278,431 +24,055 +9%
KCM
16
Kennedy Capital Management
Missouri
$5.94M 275,333 -50,362 -15%
Wells Fargo
17
Wells Fargo
California
$5.19M 240,792 +5,074 +2%
Morgan Stanley
18
Morgan Stanley
New York
$5.02M 232,551 +179,552 +339%
FCM
19
FJ Capital Management
Virginia
$4.84M 225,000 +82,600 +58%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.32M 200,282 +2,211 +1%
BFC
21
Banc Funds Company
Illinois
$4.05M 189,452 – –
Charles Schwab
22
Charles Schwab
California
$3.55M 164,315 -1,744 -1%
BCM
23
Bridgeway Capital Management
Texas
$2.59M 119,979 +11,600 +11%
PPA
24
Parametric Portfolio Associates
Washington
$2.53M 117,077 -7,357 -6%
Bank of America
25
Bank of America
North Carolina
$2.51M 116,261 +102,651 +754%
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