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Univest Financial
UVSP

Overview Fund Activity

139 hedge funds and large institutions have $495M invested in Univest Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
47
Reduced
47
Closed
15
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
+$2K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$11M
2
MAM
2
Martingale Asset Management
Massachusetts
$1.03M
3
Millennium Management
3
Millennium Management
New York
$1.25M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$15.5M
5
Jane Street
5
Jane Street
New York
$634K

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$3.92M
2
Ameriprise
2
Ameriprise
Minnesota
$3M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$29M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$1.99M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$3.23M +$517K +22,644 +19%
Ameriprise
27
Ameriprise
Minnesota
$3M -$1.25M -54,959 -29%
Prudential Financial
28
Prudential Financial
New Jersey
$2.86M -$54.8K -2,400 -2%
Bank of America
29
Bank of America
North Carolina
$2.57M +$434K +19,026 +20%
Invesco
30
Invesco
Georgia
$2.33M -$101K -4,432 -4%
First Trust Advisors
31
First Trust Advisors
Illinois
$2.11M -$128K -5,609 -6%
EF
32
Empowered Funds
Pennsylvania
$2.03M +$144K +6,300 +8%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$1.99M -$1.11M -48,492 -36%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$1.77M +$352K +15,430 +25%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$1.73M -$34.2K -1,500 -2%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$1.44M -$726K -31,799 -34%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.33M – – –
Millennium Management
38
Millennium Management
New York
$1.25M +$943K +41,298 +308%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$1.21M -$112K -4,895 -8%
LCM
40
Logan Capital Management
Pennsylvania
$1.15M – – –
Two Sigma Investments
41
Two Sigma Investments
New York
$1.12M +$139K +6,071 +14%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.09M +$11.5K +503 +1%
MAM
43
Martingale Asset Management
Massachusetts
$1.03M +$1.03M +45,057 New
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$942K +$14.6K +641 +2%
UBS AM
45
UBS AM
Illinois
$937K +$271K +11,885 +41%
Creative Planning
46
Creative Planning
Kansas
$918K +$165K +7,232 +22%
IWA
47
IVC Wealth Advisors
Pennsylvania
$916K -$5.39K -236 -0.6%
RJA
48
Raymond James & Associates
Florida
$897K +$55K +2,411 +7%
PRCP
49
Pacific Ridge Capital Partners
Oregon
$854K +$1.12K +49 +0.1%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$821K -$103K -4,500 -11%
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