UVSP icon

Univest Financial
UVSP

Overview Fund Activity

138 hedge funds and large institutions have $391M invested in Univest Financial in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-2
Holders Change %
-1.43%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
53
Reduced
42
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$5.17M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$43.9M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.8M
5
WCM
5
Wedge Capital Management
North Carolina
$973K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.01M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.74M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38M
4
BCM
4
Bridgeway Capital Management
Texas
$2.98M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$2.33M +$463K +25,600 +25%
AQR Capital Management
27
AQR Capital Management
Connecticut
$2.08M -$793K -43,836 -28%
State of New Jersey Common Pension Fund D
28
State of New Jersey Common Pension Fund D
New Jersey
$1.98M +$481K +26,595 +32%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$1.84M +$330K +18,250 +22%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$1.55M -$32.5K -1,800 -2%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$1.4M +$1.4M +68,721 New
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$1.3M – – –
Swiss National Bank
33
Swiss National Bank
Switzerland
$1.14M – – –
Barclays
34
Barclays
United Kingdom
$1.13M +$75.3K +4,162 +7%
Bank of America
35
Bank of America
North Carolina
$1.03M -$183K -10,115 -15%
Millennium Management
36
Millennium Management
New York
$1.01M -$3.8M -210,079 -79%
WCM
37
Wedge Capital Management
North Carolina
$973K +$973K +53,802 New
Invesco
38
Invesco
Georgia
$934K -$98.4K -5,441 -10%
LCM
39
Logan Capital Management
Pennsylvania
$912K – – –
HF
40
HRT Financial
New York
$901K +$901K +49,837 New
SEI Investments
41
SEI Investments
Pennsylvania
$899K -$283K -15,649 -24%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$899K +$15.8K +873 +2%
Two Sigma Investments
43
Two Sigma Investments
New York
$882K -$160K -8,839 -15%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$876K +$3.94K +218 +0.5%
PRCP
45
Pacific Ridge Capital Partners
Oregon
$853K +$406K +22,465 +91%
Victory Capital Management
46
Victory Capital Management
Texas
$800K -$75K -4,147 -9%
IWA
47
IVC Wealth Advisors
Pennsylvania
$741K +$4.52K +250 +0.6%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$737K -$21.4K -1,182 -3%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$730K +$472K +26,123 +183%
Teacher Retirement System of Texas
50
Teacher Retirement System of Texas
Texas
$699K +$48.1K +2,660 +7%
1
2
3 4 5