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Univest Financial
UVSP

Overview Fund Activity

134 hedge funds and large institutions have $376M invested in Univest Financial in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
61
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$5.73M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$44.4M
3
Charles Schwab
3
Charles Schwab
California
$5.22M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$3.15M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.55M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.1M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$76.5K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$3.13M +$886K +51,000 +40%
State of New Jersey Common Pension Fund D
27
State of New Jersey Common Pension Fund D
New Jersey
$2.75M +$850K +48,922 +45%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$2.34M +$61.1K +3,515 +3%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.55M +$1.35M +77,396 +659%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$1.52M +$27.8K +1,600 +2%
Two Sigma Investments
31
Two Sigma Investments
New York
$1.38M +$533K +30,667 +63%
SEI Investments
32
SEI Investments
Pennsylvania
$1.34M +$477K +27,450 +55%
Bank of America
33
Bank of America
North Carolina
$1.34M +$349K +20,072 +35%
Millennium Management
34
Millennium Management
New York
$1.31M +$338K +19,439 +35%
Swiss National Bank
35
Swiss National Bank
Switzerland
$1.13M +$29.5K +1,700 +3%
Barclays
36
Barclays
United Kingdom
$1.12M +$34.9K +2,010 +3%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$1.07M +$372K +21,413 +53%
EF
38
Empowered Funds
Pennsylvania
$960K +$410K +23,577 +74%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$932K +$405K +23,327 +77%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$917K +$52.7K +3,033 +6%
Invesco
41
Invesco
Georgia
$903K +$5.84K +336 +0.7%
LCM
42
Logan Capital Management
Pennsylvania
$876K – – –
ECA
43
Endeavour Capital Advisors
Connecticut
$842K +$482K +27,740 +134%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$837K -$5.41K -311 -0.6%
PRCP
45
Pacific Ridge Capital Partners
Oregon
$818K -$2.43K -140 -0.3%
Victory Capital Management
46
Victory Capital Management
Texas
$728K -$40.7K -2,342 -5%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$715K +$156K +8,971 +28%
IWA
48
IVC Wealth Advisors
Pennsylvania
$712K – – –
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$708K – – –
CIA
50
Compass Ion Advisors
Pennsylvania
$662K +$2.56K +147 +0.4%
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