Univest Financial
UVSP
139 hedge funds and large institutions have $505M invested in Univest Financial in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 14 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 35
0% more funds holding
Funds holding: 139 → 139 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
0.14% less ownership
Funds ownership: 67.69% → 67.55% (-0.14%)
3% less capital invested
Capital invested by funds: $521M → $505M (-$15.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
+$5.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.53M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$2.14M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.99M |
| 5 |
Renaissance Technologies
New York
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$9.95M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$8.34M |
| 3 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$3.04M |
| 4 |
PTC
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
-$2.24M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.6M |
UVSP Hedge Fund Activity: Q3 2019 in Review
139 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2019, worth a combined $505M — down 3% from $521M a quarter earlier.
Fund positioning in UVSP was balanced in Q3 2019: 14 funds opened new positions, 14 closed out, 58 added to existing stakes and 35 trimmed.
The largest buyer was Impax Asset Management Group, adding an estimated $5.5M. The largest seller was FJ Capital Management, exiting entirely with an estimated $9.95M sold.
- 139 institutional investors held Univest Financial (UVSP) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $505M of Univest Financial stock for Q3 2019, down 3% quarter-over-quarter.
- 14 funds opened new Univest Financial positions in Q3 2019 and 14 closed out, a net change of 0 holders.
- The largest Univest Financial buyer in Q3 2019 was Impax Asset Management Group, an estimated $5.5M added.
- The largest Univest Financial seller in Q3 2019 was FJ Capital Management, an estimated $9.95M sold.
Based on aggregated 13F filings for Q3 2019.