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Univest Financial
UVSP

Overview Fund Activity

138 hedge funds and large institutions have $456M invested in Univest Financial in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
49
Reduced
44
Closed
17
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$48K

Top Buyers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$5.96M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$8.97M
3
American Century Companies
3
American Century Companies
Missouri
$8.3M
4
RA
4
Royce & Associates
New York
$5.77M
5
Invesco
5
Invesco
Georgia
$2.22M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$4.58M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$27.5M
4
BlackRock
4
BlackRock
New York
$70.5M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$2.87M -$815K -39,129 -22%
State of New Jersey Common Pension Fund D
27
State of New Jersey Common Pension Fund D
New Jersey
$2.82M – – –
Prudential Financial
28
Prudential Financial
New Jersey
$2.66M +$68.7K +3,300 +3%
SEI Investments
29
SEI Investments
Pennsylvania
$2.48M +$546K +26,234 +28%
Invesco
30
Invesco
Georgia
$2.22M +$1.07M +51,463 +94%
First Trust Advisors
31
First Trust Advisors
Illinois
$2.04M +$36.5K +1,752 +2%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$1.97M +$723K +34,734 +58%
Bank of America
33
Bank of America
North Carolina
$1.94M -$19.7K -946 -1%
EF
34
Empowered Funds
Pennsylvania
$1.72M +$128K +6,125 +8%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$1.61M -$27.1K -1,300 -2%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$1.29M +$242K +11,596 +23%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.21M – – –
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$1.21M +$94.2K +4,527 +8%
Barclays
39
Barclays
United Kingdom
$1.19M -$359K -17,229 -23%
LCM
40
Logan Capital Management
Pennsylvania
$1.05M – – –
Victory Capital Management
41
Victory Capital Management
Texas
$1.04M +$41.6K +2,000 +4%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$984K +$26.4K +1,269 +3%
Two Sigma Investments
43
Two Sigma Investments
New York
$892K +$55.7K +2,677 +7%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$845K -$101K -4,859 -11%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$842K -$6.45K -310 -0.8%
IWA
46
IVC Wealth Advisors
Pennsylvania
$840K -$8.2K -394 -1%
UBS Group
47
UBS Group
Switzerland
$811K -$165K -7,923 -17%
CIA
48
Compass Ion Advisors
Pennsylvania
$799K +$2.83K +136 +0.4%
PRCP
49
Pacific Ridge Capital Partners
Oregon
$778K -$202K -9,692 -21%
RJA
50
Raymond James & Associates
Florida
$767K +$127K +6,088 +20%
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