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Univest Financial
UVSP

Overview Fund Activity

180 hedge funds and large institutions have $677M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
67
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.3M
2
Millennium Management
2
Millennium Management
New York
$4.02M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$10.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.14M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.35M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$26.7M
2
BlackRock
2
BlackRock
New York
$97.1M
3
Ameriprise
3
Ameriprise
Minnesota
$6.24M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
UBS Group
5
UBS Group
Switzerland
$4.18M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$4.99M 166,122 +34,220 +26%
NL
27
Nuveen LLC
North Carolina
$4.8M 159,928 +40,604 +34%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$4.48M 149,015 -1,830 -1%
UBS Group
29
UBS Group
Switzerland
$4.18M 139,020 -61,679 -31%
Millennium Management
30
Millennium Management
New York
$4.02M 133,663 +133,663 New
RA
31
Royce & Associates
New York
$3.95M 131,336 – –
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$3.82M 127,189 -23,312 -15%
Two Sigma Investments
33
Two Sigma Investments
New York
$3.35M 111,681 +43,569 +64%
EF
34
Empowered Funds
Pennsylvania
$3.17M 105,674 +3,157 +3%
Raymond James Financial
35
Raymond James Financial
Florida
$2.99M 99,670 +19,774 +25%
Prudential Financial
36
Prudential Financial
New Jersey
$2.78M 92,405 +5,771 +7%
State of New Jersey Common Pension Fund D
37
State of New Jersey Common Pension Fund D
New Jersey
$2.7M 89,764 – –
UBS AM
38
UBS AM
Illinois
$2.59M 86,137 +39,289 +84%
MAM
39
Martingale Asset Management
Massachusetts
$2.35M 78,360 +273 +0.3%
Barclays
40
Barclays
United Kingdom
$2.31M 76,989 +20,480 +36%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$2.27M 75,680 +28,700 +61%
Creative Planning
42
Creative Planning
Kansas
$2.14M 71,105 +13,939 +24%
Invesco
43
Invesco
Georgia
$1.92M 63,913 -15,352 -19%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.66M 55,378 -900 -2%
Franklin Resources
45
Franklin Resources
California
$1.5M 49,982 +2,121 +4%
LCM
46
Logan Capital Management
Pennsylvania
$1.46M 48,600 -1,827 -4%
Jane Street
47
Jane Street
New York
$1.44M 48,031 -3,697 -7%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$1.34M 44,708 -245 -0.5%
PAM
49
Panagora Asset Management
Massachusetts
$1.28M 42,763 -19 -0%
HSA
50
Hussman Strategic Advisors
Maryland
$1.26M 42,000 – –
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