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Univest Financial
UVSP

Overview Fund Activity

140 hedge funds and large institutions have $516M invested in Univest Financial in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 52 reducing their positions, and 10 closing their positions.

Holders
140
Holders Change
+4
Holders Change %
+2.94%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
49
Reduced
52
Closed
10
Calls
$38K
Puts
$12K
Net Calls
+$26K
Net Calls Change
+$18K

Top Buyers

1
BlackRock
1
BlackRock
New York
$80.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.01M
3
Ameriprise
3
Ameriprise
Minnesota
$5.11M
4
Millennium Management
4
Millennium Management
New York
$6.32M
5
State Street
5
State Street
Massachusetts
$19.8M

Top Sellers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$491K
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Pzena Investment Management
3
Pzena Investment Management
New York
$37.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$16.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$3.77M 158,995 -9,756 -6%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$3.01M 126,699 +91,564 +261%
Prudential Financial
28
Prudential Financial
New Jersey
$2.45M 103,234 +44,835 +77%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$2.08M 87,580 -5,300 -6%
Assenagon Asset Management
30
Assenagon Asset Management
Luxembourg
$1.98M 83,272 -8,091 -9%
State of New Jersey Common Pension Fund D
31
State of New Jersey Common Pension Fund D
New Jersey
$1.96M 82,704 -11,586 -12%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$1.7M 71,728 +15,747 +28%
Bank of America
33
Bank of America
North Carolina
$1.59M 66,871 -19,731 -23%
SEI Investments
34
SEI Investments
Pennsylvania
$1.55M 65,399 +20,429 +45%
Swiss National Bank
35
Swiss National Bank
Switzerland
$1.5M 63,078 -7,800 -11%
MAM
36
Martingale Asset Management
Massachusetts
$1.41M 59,315 +100 +0.2%
Barclays
37
Barclays
United Kingdom
$1.39M 58,426 +17,414 +42%
Two Sigma Investments
38
Two Sigma Investments
New York
$1.37M 57,607 -26,777 -32%
Stifel Financial
39
Stifel Financial
Missouri
$1.36M 57,339 -1,126 -2%
Invesco
40
Invesco
Georgia
$1.36M 57,084 -3,518 -6%
CIA
41
Compass Ion Advisors
Pennsylvania
$1.28M 53,812 +1,792 +3%
Citadel Advisors
42
Citadel Advisors
Florida
$1.2M 50,530 +4,442 +10%
LCM
43
Logan Capital Management
Pennsylvania
$1.2M 50,427 – –
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$1.16M 48,874 +48,874 New
Victory Capital Management
45
Victory Capital Management
Texas
$1.15M 48,382 -2,148 -4%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$1.15M 48,240 +1,199 +3%
Los Angeles Capital Management
47
Los Angeles Capital Management
California
$996K 41,937 -642 -2%
IWA
48
IVC Wealth Advisors
Pennsylvania
$967K 40,737 +100 +0.2%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$864K 36,408 -604 -2%
Teacher Retirement System of Texas
50
Teacher Retirement System of Texas
Texas
$854K 35,975 +12,368 +52%
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