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Univest Financial
UVSP

Overview Fund Activity

140 hedge funds and large institutions have $496M invested in Univest Financial in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 11 closing their positions.

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
44
Reduced
50
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAM
1
Jacobs Asset Management
New York
$2.29M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$3.96M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$48.1M
4
Millennium Management
4
Millennium Management
New York
$1.99M
5
American Century Companies
5
American Century Companies
Missouri
$2.38M

Top Sellers

1
MCM
1
Maltese Capital Management
New York
$0
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$287K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$17.6M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$262K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPAM
26
Monarch Partners Asset Management
Massachusetts
$3.15M – – –
State of New Jersey Common Pension Fund D
27
State of New Jersey Common Pension Fund D
New Jersey
$2.95M +$346K +14,739 +13%
American Century Companies
28
American Century Companies
Missouri
$2.38M +$779K +33,184 +49%
JAM
29
Jacobs Asset Management
New York
$2.29M +$2.29M +97,518 New
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$2.15M – – –
Millennium Management
31
Millennium Management
New York
$1.99M +$1.4M +59,796 +239%
Bank of America
32
Bank of America
North Carolina
$1.8M +$125K +5,305 +7%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.72M -$331K -14,100 -16%
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.64M – – –
Prudential Financial
35
Prudential Financial
New Jersey
$1.47M -$32.9K -1,400 -2%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$1.47M -$38.7K -1,646 -3%
MAM
37
Martingale Asset Management
Massachusetts
$1.45M +$212K +9,000 +17%
Two Sigma Investments
38
Two Sigma Investments
New York
$1.44M -$368K -15,689 -20%
Stifel Financial
39
Stifel Financial
Missouri
$1.37M – – –
Victory Capital Management
40
Victory Capital Management
Texas
$1.29M -$114K -4,876 -8%
CIA
41
Compass Ion Advisors
Pennsylvania
$1.29M +$68.4K +2,914 +6%
LCM
42
Logan Capital Management
Pennsylvania
$1.18M – – –
Invesco
43
Invesco
Georgia
$1.13M -$136K -5,784 -11%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.05M +$27.9K +1,187 +3%
ROC
45
River Oaks Capital
Minnesota
$1M -$146K -6,220 -13%
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$995K -$322K -13,729 -24%
First Manhattan
47
First Manhattan
New York
$930K -$14.1K -600 -1%
IWA
48
IVC Wealth Advisors
Pennsylvania
$884K +$4.11K +175 +0.5%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$868K -$14.5K -617 -2%
BBA
50
BLB&B Advisors
Pennsylvania
$818K +$2.35K +100 +0.3%
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