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Univest Financial
UVSP

173 hedge funds and large institutions have $668M invested in Univest Financial in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 60 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

28% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 47

11% more funds holding

Funds holding: 156 → 173 (+17)

7% more capital invested

Capital invested by funds: $627M → $668M (+$41.2M)

1.58% more ownership

Funds ownership: 76.35% → 77.93% (+1.6%)

Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
60
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$7.76M
2
State Street
State Street
Massachusetts
+$2.55M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.26M
4
American Century Companies
American Century Companies
Missouri
+$2.12M
5
UBS Group
UBS Group
Switzerland
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.35M
2
RA
Royce & Associates
New York
-$1.81M
3
Jane Street
Jane Street
New York
-$1.37M
4
Pzena Investment Management
Pzena Investment Management
New York
-$1.21M
5
N
Nuveen
North Carolina
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$5.03M +$7.94K +267 +0.2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$4.49M +$24K +807 +0.5%
JP Morgan Chase
28
JP Morgan Chase
New York
$4.1M +$1.06M +35,571 +34%
N
29
Nuveen
North Carolina
$4.03M -$1.05M -35,225 -21%
Bank of America
30
Bank of America
North Carolina
$3.91M +$737K +24,792 +23%
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$3.41M -$3.35M -112,792 -49%
EF
32
Empowered Funds
Pennsylvania
$2.9M +$141K +4,739 +5%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$2.57M – – –
UBS Group
34
UBS Group
Switzerland
$2.56M +$1.74M +58,683 +208%
Invesco
35
Invesco
Georgia
$2.53M +$97.3K +3,272 +4%
Raymond James Financial
36
Raymond James Financial
Florida
$2.3M +$2.32M +77,891 New
MAM
37
Martingale Asset Management
Massachusetts
$2.3M +$189K +6,347 +9%
Barclays
38
Barclays
United Kingdom
$2.16M +$196K +6,582 +10%
Creative Planning
39
Creative Planning
Kansas
$1.8M +$201K +6,761 +12%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.68M – – –
Teacher Retirement System of Texas
41
Teacher Retirement System of Texas
Texas
$1.66M +$301K +10,131 +22%
LCM
42
Logan Capital Management
Pennsylvania
$1.49M – – –
Franklin Resources
43
Franklin Resources
California
$1.42M -$6.9K -232 -0.5%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.38M +$39.1K +1,315 +3%
UBS AM
45
UBS AM
Illinois
$1.3M -$112K -3,754 -8%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$1.21M -$547K -18,400 -31%
IWA
47
IVC Wealth Advisors
Pennsylvania
$1.18M – – –
Citigroup
48
Citigroup
New York
$1.18M +$66.4K +2,234 +6%
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$1.17M +$480K +16,138 +69%
CIA
50
Compass Ion Advisors
Pennsylvania
$1.09M +$2.73K +92 +0.2%
1
2
3 4 5

UVSP Hedge Fund Activity: Q4 2024 in Review

173 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2024, worth a combined $668M — up 6.6% from $627M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UVSP positions and 9 closed out — a net gain of 18 holders — while 60 added to existing stakes and 47 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.76M. The largest seller was Assenagon Asset Management, cutting an estimated $3.35M.

  • 173 institutional investors held Univest Financial (UVSP) as of Q4 2024, up from 156 in Q3 2024.
  • Funds reported $668M of Univest Financial stock for Q4 2024, up 6.6% quarter-over-quarter.
  • 27 funds opened new Univest Financial positions in Q4 2024 and 9 closed out, a net change of +18 holders.
  • The largest Univest Financial buyer in Q4 2024 was Ameriprise, an estimated $7.76M added.
  • The largest Univest Financial seller in Q4 2024 was Assenagon Asset Management, an estimated $3.35M sold.

Based on aggregated 13F filings for Q4 2024.