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Univest Financial
UVSP

Overview Fund Activity

136 hedge funds and large institutions have $577M invested in Univest Financial in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
-1
Holders Change %
-0.73%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
45
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$49.2M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$3.47M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.49M
5
Wells Fargo
5
Wells Fargo
California
$8.37M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$37.8M
2
ECA
2
Endeavour Capital Advisors
Connecticut
$15.9M
3
State Street
3
State Street
Massachusetts
$21.8M
4
BFC
4
Banc Funds Company
Illinois
$0
5
UF
5
Univest Financial
Pennsylvania
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
26
Putnam Investments
Massachusetts
$4.02M -$158K -5,780 -4%
BCM
27
Bridgeway Capital Management
Texas
$3.79M +$589K +21,500 +18%
PP
28
Prospector Partners
Connecticut
$3.52M – – –
State of New Jersey Common Pension Fund D
29
State of New Jersey Common Pension Fund D
New Jersey
$3.47M +$1.31M +47,776 +61%
MPAM
30
Monarch Partners Asset Management
Massachusetts
$3.12M +$301K +11,000 +11%
ACM
31
Ategra Capital Management
Virginia
$2.07M – – –
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$1.92M -$606K -22,115 -24%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$1.79M -$123K -4,480 -6%
AQR Capital Management
34
AQR Capital Management
Connecticut
$1.78M +$27.4K +999 +2%
Swiss National Bank
35
Swiss National Bank
Switzerland
$1.77M – – –
Victory Capital Management
36
Victory Capital Management
Texas
$1.7M -$104K -3,812 -6%
Stifel Financial
37
Stifel Financial
Missouri
$1.61M -$2.38K -87 -0.1%
First Trust Advisors
38
First Trust Advisors
Illinois
$1.49M +$1.08M +39,300 +258%
Barclays
39
Barclays
United Kingdom
$1.47M +$119K +4,358 +9%
CIA
40
Compass Ion Advisors
Pennsylvania
$1.41M +$247 +9 +0%
LCM
41
Logan Capital Management
Pennsylvania
$1.38M – – –
Invesco
42
Invesco
Georgia
$1.31M +$103K +3,778 +9%
IWA
43
IVC Wealth Advisors
Pennsylvania
$1.22M -$25.5K -930 -2%
MAM
44
Martingale Asset Management
Massachusetts
$1.22M -$255K -9,319 -17%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.21M +$26K +950 +2%
Morgan Stanley
46
Morgan Stanley
New York
$1.19M +$284K +10,378 +31%
Ameriprise
47
Ameriprise
Minnesota
$1.17M +$105K +3,836 +10%
LSV Asset Management
48
LSV Asset Management
Illinois
$1.17M – – –
CIC
49
Cornercap Investment Counsel
Georgia
$1.16M +$16.2K +590 +1%
First Manhattan
50
First Manhattan
New York
$1.1M – – –
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