Univest Financial
UVSP
139 hedge funds and large institutions have $521M invested in Univest Financial in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
7% more capital invested
Capital invested by funds: $487M → $521M (+$33.9M)
6% more funds holding
Funds holding: 131 → 139 (+8)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.25% less ownership
Funds ownership: 67.94% → 67.69% (-0.25%)
9% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$8.12M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.84M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
+$2.93M |
| 4 |
Renaissance Technologies
New York
|
+$1.5M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$10.1M |
| 2 |
Morgan Stanley
New York
|
-$4.65M |
| 3 |
Two Sigma Investments
New York
|
-$1.54M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$931K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$903K |
UVSP Hedge Fund Activity: Q2 2019 in Review
139 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2019, worth a combined $521M — up 7% from $487M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new UVSP positions and 8 closed out — a net gain of 12 holders — while 41 added to existing stakes and 45 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $8.12M. The largest seller was Aberdeen Group, cutting an estimated $10.1M.
- 139 institutional investors held Univest Financial (UVSP) as of Q2 2019, up from 131 in Q1 2019.
- Funds reported $521M of Univest Financial stock for Q2 2019, up 7% quarter-over-quarter.
- 20 funds opened new Univest Financial positions in Q2 2019 and 8 closed out, a net change of +12 holders.
- The largest Univest Financial buyer in Q2 2019 was Nuveen, an estimated $8.12M added.
- The largest Univest Financial seller in Q2 2019 was Aberdeen Group, an estimated $10.1M sold.
Based on aggregated 13F filings for Q2 2019.