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Univest Financial
UVSP

Overview Fund Activity

141 hedge funds and large institutions have $493M invested in Univest Financial in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
52
Reduced
45
Closed
11
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.1M
2
RA
2
Royce & Associates
New York
$4.58M
3
BlackRock
3
BlackRock
New York
$77M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$58.3M

Top Sellers

1
UF
1
Univest Financial
Pennsylvania
$9.59M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$32.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.32M
4
Millennium Management
4
Millennium Management
New York
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$3.9M -$87.1K -3,955 -2%
State of New Jersey Common Pension Fund D
27
State of New Jersey Common Pension Fund D
New Jersey
$2.99M -$499K -22,657 -14%
Prudential Financial
28
Prudential Financial
New Jersey
$2.74M -$1.22M -55,510 -31%
First Trust Advisors
29
First Trust Advisors
Illinois
$2.12M +$159K +7,213 +8%
Bank of America
30
Bank of America
North Carolina
$2.08M +$386K +17,527 +23%
SEI Investments
31
SEI Investments
Pennsylvania
$2.04M +$343K +15,560 +20%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.73M -$194K -8,800 -10%
ECA
33
Endeavour Capital Advisors
Connecticut
$1.69M +$625K +28,348 +59%
EF
34
Empowered Funds
Pennsylvania
$1.69M +$470K +21,320 +39%
Barclays
35
Barclays
United Kingdom
$1.63M +$211K +9,570 +15%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$1.32M -$1.65M -74,821 -55%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.28M -$148K -6,700 -10%
Invesco
38
Invesco
Georgia
$1.21M +$66.2K +3,005 +6%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$1.18M -$185K -8,395 -14%
LCM
40
Logan Capital Management
Pennsylvania
$1.11M – – –
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.11M -$52.6K -2,388 -5%
Victory Capital Management
42
Victory Capital Management
Texas
$1.05M +$130K +5,907 +14%
PRCP
43
Pacific Ridge Capital Partners
Oregon
$1.04M – – –
UBS Group
44
UBS Group
Switzerland
$1.03M +$465K +21,112 +82%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.01M -$47.4K -2,153 -4%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$1M +$95.1K +4,316 +10%
Los Angeles Capital Management
47
Los Angeles Capital Management
California
$898K – – –
IWA
48
IVC Wealth Advisors
Pennsylvania
$897K -$5.51K -250 -0.6%
Two Sigma Investments
49
Two Sigma Investments
New York
$885K -$865K -39,252 -49%
CIA
50
Compass Ion Advisors
Pennsylvania
$842K +$3.13K +142 +0.4%
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