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Univest Financial
UVSP

Overview Fund Activity

148 hedge funds and large institutions have $543M invested in Univest Financial in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
148
Holders Change
+9
Holders Change %
+6.47%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
58
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UF
1
Univest Financial
Pennsylvania
$24.4M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.04M
3
Millennium Management
3
Millennium Management
New York
$2.32M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.64M
5
CIA
5
Compass Ion Advisors
Pennsylvania
$1.47M

Top Sellers

1
Aberdeen Group
1
Aberdeen Group
United Kingdom
$0
2
CIC
2
Cornercap Investment Counsel
Georgia
$0
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$503K
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$71.3M 2,662,026 +31,050 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$55.9M 2,088,389 +8,628 +0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$38.4M 1,433,554 +14,785 +1%
Renaissance Technologies
4
Renaissance Technologies
New York
$31.9M 1,192,769 +1,900 +0.2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.7M 1,109,657 -9,089 -0.8%
ECA
6
Endeavour Capital Advisors
Connecticut
$25.9M 965,652 – –
UF
7
Univest Financial
Pennsylvania
$24.4M 788,049 +196,081 +33%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$19.9M 744,012 -17,410 -2%
State Street
9
State Street
Massachusetts
$19.5M 720,944 -6,802 -0.9%
Wells Fargo
10
Wells Fargo
California
$12M 447,605 -7,540 -2%
Northern Trust
11
Northern Trust
Illinois
$11.5M 430,341 -9,967 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$11.5M 429,097 +21,735 +5%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.88M 368,796 -682 -0.2%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$9.45M 352,825 +22,607 +7%
Impax Asset Management Group
15
Impax Asset Management Group
United Kingdom
$8.82M 329,507 – –
Neuberger Berman Group
16
Neuberger Berman Group
New York
$7.85M 292,989 +13,160 +5%
Bank of America
17
Bank of America
North Carolina
$7.21M 269,305 +19,130 +8%
KCM
18
Kennedy Capital Management
Missouri
$6.44M 240,424 -26,206 -10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.3M 235,289 +41,717 +22%
MAM
20
Martingale Asset Management
Massachusetts
$6.13M 228,732 +38,732 +20%
Goldman Sachs
21
Goldman Sachs
New York
$5.38M 200,962 +39,493 +24%
BCM
22
Bridgeway Capital Management
Texas
$5.28M 196,979 – –
Charles Schwab
23
Charles Schwab
California
$4.81M 179,732 +3,496 +2%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$4.33M 161,524 +42,819 +36%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$4.09M 152,537 +23,229 +18%
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