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Univest Financial

125 hedge funds and large institutions have $423M invested in Univest Financial in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
35
Reduced
45
Closed
11
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$3.28M -$485K -23,570 -13%
BCM
27
Bridgeway Capital Management
Texas
$2.72M
PI
28
Putnam Investments
Massachusetts
$2.57M -$14.4K -700 -0.6%
Los Angeles Capital Management
29
Los Angeles Capital Management
California
$2.12M -$141K -6,850 -6%
ACM
30
Ategra Capital Management
Virginia
$1.99M
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$1.83M +$1.3M +63,044 +243%
BFC
32
Banc Funds Company
Illinois
$1.77M
Victory Capital Management
33
Victory Capital Management
Texas
$1.55M +$16.1K +783 +1%
MPAM
34
Monarch Partners Asset Management
Massachusetts
$1.46M +$1.46M +70,890 New
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$1.42M -$157K -7,629 -10%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$1.35M -$24.7K -1,200 -2%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.35M
PP
38
Prospector Partners
Connecticut
$1.28M +$1.28M +62,350 New
Stifel Financial
39
Stifel Financial
Missouri
$1.22M
Ameriprise
40
Ameriprise
Minnesota
$1.21M +$141K +6,850 +13%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$1.2M -$1.08M -52,323 -47%
CIA
42
Compass Ion Advisors
Pennsylvania
$1.06M
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.05M +$199K +9,658 +23%
LCM
44
Logan Capital Management
Pennsylvania
$1.04M
LSV Asset Management
45
LSV Asset Management
Illinois
$1.02M -$76.1K -3,700 -7%
Barclays
46
Barclays
United Kingdom
$1.02M +$15.3K +742 +2%
IWA
47
IVC Wealth Advisors
Pennsylvania
$977K +$977K +47,497 New
MAM
48
Martingale Asset Management
Massachusetts
$954K -$629K -30,569 -40%
Invesco
49
Invesco
Georgia
$947K +$66.2K +3,217 +8%
BBA
50
BLB&B Advisors
Pennsylvania
$944K +$83.9K +4,081 +10%