Company profile

Ticker
UVSP
Exchange
Website
CEO
Jeffrey M. Schweitzer
Employees
Incorporated in
Location
Fiscal year end
Industry (SEC)
Former names
Univest Corp Of Pennsylvania
SEC CIK
IRS number
231886144

UVSP stock data

(
)

Investment data

Data from SEC filings
Top 50 of 106 long holdings
End of quarter 31 Mar 20
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
Vanguard Star FDS
$33.55M 799.61K NEW
$17.37M 73.33K NEW
$10.87M 82.87K 88.92K -6.8
$9.74M 596.84K 788.05K -24.3
$7.15M 28.1K 32.61K -13.8
$5.09M 25.09K 22.87K +9.7
$5.03M 26.91K 29.33K -8.2
$4.89M 30.34K 49.48K -38.7
$4.82M 35.25K NEW
$4.59M 19.36K NEW
$4.38M 15.45K NEW
$4.31M 29.85K NEW
$4.22M 32.97K 27.06K +21.8
$4.2M 50.76K 63.73K -20.3
$4.09M 45.46K 55.3K -17.8
$4.05M 24.3K NEW
$4.05M 64.3K 48.51K +32.5
$4.04M 3.48K 4.95K -29.6
$4.04M 86.95K 65.63K +32.5
$3.88M 133.58K NEW
$3.85M 42K 46.07K -8.8
$3.8M 13.32K 22.92K -41.9
$3.71M 2.76K NEW
$3.66M 68.13K 61.95K +10.0
$3.63M 105.45K 57.27K +84.1
$3.59M 60.58K 33.67K +79.9
$3.53M 15.34K 22.36K -31.4
$3.37M 41.72K 65.15K -36.0
$3.36M 34.73K 40.29K -13.8
$3.33M 1.71K NEW
$3.28M 34.29K 42.49K -19.3
$3.26M 42.79K 65.49K -34.7
$2.94M 13.49K NEW
$2.93M 137.8K 13.33K +933.5
$2.92M 32.65K NEW
$2.69M 13.48K 17.73K -24.0
$2.55M 17.76K NEW
$2.5M 40.85K NEW
$2.48M 10.29K NEW
$2.42M 22.47K NEW
$2.36M 17.63K 22.86K -22.9
$2.32M 5.05K NEW
$2.16M 16.29K 17.85K -8.7
$2.09M 22.15K 25.73K -13.9
$2M 56.18K 55.97K +0.4
$1.96M 13.59K NEW
$1.91M 16.93K NEW
$1.87M 33.36K NEW
$1.72M 30.49K NEW
$1.64M 13.54K 16.64K -18.7
Holdings list only includes long positions. Only includes long positions.

Calendar

4 May 20
5 Jul 20
31 Dec 20

News

Company financial data Financial data

Quarter (USD) Mar 20 Dec 19 Sep 19 Jun 19
Revenue NaN NaN NaN NaN
Net income 838K 15.51M 17.66M 16.47M
Diluted EPS 0.03 0.53 0.6 0.56
Net profit margin NaN% NaN% NaN% NaN%
Net change in cash 57.77M -100.21M 140.77M 18.43M
Cash on hand 182.9M 125.13M 225.33M 84.57M
Annual (USD) Dec 19 Dec 18 Dec 17 Dec 16
Revenue NaN NaN NaN 0
Net income 65.72M 50.54M 44.09M 19.51M
Diluted EPS 2.24 1.72 1.64 0.84
Net profit margin NaN% NaN% NaN%
Net change in cash 15.71M 34.01M 17.58M -2.97M
Cash on hand 125.13M 109.42M 75.41M 57.83M

Financial data from company earnings reports

Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
12 May 20 Keenan Suzanne Common Stock Buy Aquire P No 15.43 1,800 27.77K 3,000
12 May 20 Keenan Suzanne Common Stock Buy Aquire P No 15.4 2,300 35.42K 8,400
12 May 20 Keenan Suzanne Common Stock Buy Aquire P No 15.39 1,800 27.7K 6,100
12 May 20 Moyer Glenn E Common Stock Buy Aquire P No 15 500 7.5K 12,827.02
12 May 20 Keenan Suzanne Common Stock Buy Aquire P No 15.51 700 10.86K 9,100
5 May 20 Moyer Glenn E Common Stock Buy Aquire P No 16 1,000 16K 12,327.02
27 Apr 20 Paquin Natalye Common Stock Buy Aquire P No 15.44 2,845 43.93K 5,643.424
27 Apr 20 Paquin Natalye Common Stock Buy Aquire P No 15.5799 92 1.43K 2,798.424
27 Apr 20 Paquin Natalye Common Stock Buy Aquire P No 15.52 8 124.16 2,706.424
27 Apr 20 Paquin Natalye Common Stock Buy Aquire P No 15.5 25 387.5 2,698.424
68.6% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 128 148 -13.5%
Opened positions 7 19 -63.2%
Closed positions 27 10 +170.0%
Increased positions 47 57 -17.5%
Reduced positions 48 44 +9.1%
13F shares
Current Prev Q Change
Total value 1.03B 1.86B -44.3%
Total shares 20.02M 20.15M -0.6%
Total puts 0 0
Total calls 0 0
Total put/call ratio
Largest owners
Shares Value Change
BLK BlackRock 2.67M $43.66M +0.5%
Dimensional Fund Advisors 2.1M $34.22M +0.4%
PZN Pzena Investment Management 1.47M $24M NEW
Vanguard 1.45M $23.66M +1.1%
Renaissance Technologies 1.21M $19.7M +1.2%
FMR 964.66K $15.74M -13.1%
Endeavour Capital Advisors 901.74K $14.72M -6.6%
STT State Street 690.58K $11.41M -4.2%
RY Royal Bank of Canada 669.05K $10.92M -10.1%
UVSP Univest Financial 596.84K $9.74M -24.3%
Largest transactions
Shares Bought/sold Change
PZN Pzena Investment Management 1.47M +1.47M NEW
UVSP Univest Financial 596.84K -191.21K -24.3%
FMR 964.66K -145K -13.1%
Nuveen Asset Management 228.78K -124.04K -35.2%
Arrowstreet Capital, Limited Partnership 46.84K -114.68K -71.0%
FJ Capital Management 114K +114K NEW
Oxford Asset Management 0 -97.72K EXIT
Putnam Investments 50.3K -89.2K -63.9%
Millennium Management 0 -86.72K EXIT
RY Royal Bank of Canada 669.05K -74.97K -10.1%

Financial report summary

?
Competition
Frank
Content analysis ?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. freshman Bad
New words: abandoned, abated, accommodate, ACL, addressed, affirming, aforementioned, Aid, automatically, backed, billed, cautionary, CBLR, characterize, China, Clarifying, client, combat, comply, Comptroller, concession, confirmed, converted, creation, creditworthy, Currency, curtailment, CVA, cyber, DCF, debtor, default, deferral, difficult, difficulty, director, disbursement, dislocation, disposition, disregard, downturn, Driver, dwelling, dynamic, earlier, economy, emergency, encouraged, environmental, evict, eviction, exhausted, explicitly, expressed, extinguishment, factor, faith, family, Fannie, fed, FHA, forecast, forecasting, foregoing, foreseeable, forward, FRB, Freddie, Frye, good, grace, grow, guaranty, hardship, harm, history, honor, hospitality, identification, IFR, implicitly, important, insignificant, integrating, interagency, introducing, jeopardy, Joint, lack, legacy, LGD, light, local, long, Megan, notice, ongoing, outbreak, Overview, pandemic, parameter, passed, Paycheck, payroll, PCD, PCI, PD, percent, physical, post, PPP, predict, prohibit, prohibited, Protection, prudently, realize, Realized, Reform, regression, reimbursement, relevant, relied, rely, remotely, reopen, reopened, request, resolution, restaurant, retail, revolving, Santana, scaling, scenario, selected, serve, shelter, shorten, significantly, slight, smaller, statistical, stimulate, subscription, subtracted, successful, successfully, sudden, suitable, TDR, technique, Temporarily, tenant, travel, trillion, turmoil, unanticipated, unavailability, uncertain, uncollectible, underwritten, unemployment, unprecedented, USDA, VA, vacant, vacate, waiving, widely, work, working, worldwide, worth
Removed: accretable, acquiring, acquisition, administered, advertising, antidilutive, assessing, attractive, borrow, brand, broad, broader, Chase, choice, cited, collect, commencing, computed, contraction, deductible, Delview, dependent, derived, deteriorated, discourage, discretion, dissolved, distributed, dividing, domestic, element, enabling, ending, equivalent, escalating, establishing, evaluating, excellence, exclude, exercised, existence, expand, expedient, explicit, FAST, fiduciary, flattening, Fox, frequently, grandfathering, greatly, Green, hindsight, historically, hypothetical, improve, increasing, incremental, inform, intense, international, involved, Lancaster, largely, leased, leaving, lessee, Lessor, maintenance, mandatory, manner, marketing, member, membership, mitigate, Modernization, modernize, movement, navigability, ninety, nonforfeitable, Nonrefundable, obligated, occur, organic, ownership, package, par, participating, planning, possession, premium, presence, preset, proportion, rationalization, readability, receiving, recognition, refine, relation, released, renew, rental, repetition, replace, represented, revise, salary, satisfied, separately, settle, Simplification, SOFR, staffing, strategic, strict, structure, sum, Targeted, TCG, team, testing, traded, unchanged, understood, undertaken, undistributed, unvested, update, Valley, vested, viability, weighting, Western