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Univest Financial

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, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $486M → $521M (+$34.5M)

6% more funds holding

Funds holding: 131139 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.17% less ownership

Funds ownership: 67.86%67.69% (-0.17%)

7% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 44

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
41
Reduced
44
Closed
8
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$68.2M -$519K -20,695 -0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$54.3M +$1.26M +50,222 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.4M -$903K -35,968 -3%
Renaissance Technologies
4
Renaissance Technologies
New York
$29.5M +$1.5M +59,800 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.1M -$834K -33,241 -3%
ECA
6
Endeavour Capital Advisors
Connecticut
$28.4M +$750K +29,885 +3%
Aberdeen Group
7
Aberdeen Group
United Kingdom
$20.9M -$10.1M -404,292 -34%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$20.7M -$324K -12,918 -2%
State Street
9
State Street
Massachusetts
$19M -$27.9K -1,112 -0.2%
UF
10
Univest Financial
Pennsylvania
$15.5M -$466K -18,574 -3%
Wells Fargo
11
Wells Fargo
California
$11.7M +$4.84M +192,707 +76%
Northern Trust
12
Northern Trust
Illinois
$11.2M +$256K +10,200 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$10.5M +$757K +30,154 +8%
FCM
14
FJ Capital Management
Virginia
$9.95M +$6.85K +273 +0.1%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.7M -$931K -37,119 -9%
N
16
Nuveen
North Carolina
$8.49M +$8.12M +323,393 New
Neuberger Berman Group
17
Neuberger Berman Group
New York
$7.43M +$388K +15,463 +6%
KCM
18
Kennedy Capital Management
Missouri
$7.21M -$34.1K -1,358 -0.5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.17M -$165K -6,566 -3%
BFC
20
Banc Funds Company
Illinois
$4.97M
Charles Schwab
21
Charles Schwab
California
$4.51M +$96.3K +3,838 +2%
Goldman Sachs
22
Goldman Sachs
New York
$4.14M +$1.02M +40,770 +35%
Bank of America
23
Bank of America
North Carolina
$4.01M -$18.2K -727 -0.5%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$4M +$85.3K +3,400 +2%
OAM
25
Oxford Asset Management
United Kingdom
$3.55M +$418K +16,642 +14%

UVSP Hedge Fund Activity: Q2 2019 in Review

139 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2019, worth a combined $521M — up 7.1% from $486M 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 44 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 7.1% 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.