Univest Financial
UVSP
131 hedge funds and large institutions have $487M invested in Univest Financial in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 7 closing their positions.
243% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 7
26% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 34
16% more capital invested
Capital invested by funds: $419M → $487M (+$67.6M)
14% more funds holding
Funds holding: 115 → 131 (+16)
1.57% more ownership
Funds ownership: 66.37% → 67.94% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.8M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$3.75M |
| 3 |
TA
Teachers Advisors
New York
|
+$3.63M |
| 4 |
Renaissance Technologies
New York
|
+$3.57M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$3.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$37.5M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$1.87M |
| 3 |
Millennium Management
New York
|
-$1.63M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$678K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$643K |
UVSP Hedge Fund Activity: Q1 2019 in Review
131 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2019, worth a combined $487M — up 16% from $419M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new UVSP positions and 7 closed out — a net gain of 17 holders — while 43 added to existing stakes and 34 trimmed.
The largest buyer was BlackRock, adding an estimated $8.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $37.5M.
- 131 institutional investors held Univest Financial (UVSP) as of Q1 2019, up from 115 in Q4 2018.
- Funds reported $487M of Univest Financial stock for Q1 2019, up 16% quarter-over-quarter.
- 24 funds opened new Univest Financial positions in Q1 2019 and 7 closed out, a net change of +17 holders.
- The largest Univest Financial buyer in Q1 2019 was BlackRock, an estimated $8.8M added.
- The largest Univest Financial seller in Q1 2019 was T. Rowe Price Associates, an estimated $37.5M sold.
Based on aggregated 13F filings for Q1 2019.