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Univest Financial
UVSP

Overview Fund Activity

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
Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.3%
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

1
Ameriprise
1
Ameriprise
Minnesota
$11.8M
2
State Street
2
State Street
Massachusetts
$28.3M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.5M
4
American Century Companies
4
American Century Companies
Missouri
$18.7M
5
UBS Group
5
UBS Group
Switzerland
$2.56M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$3.41M
2
RA
2
Royce & Associates
New York
$5.38M
3
Jane Street
3
Jane Street
New York
$0
4
Pzena Investment Management
4
Pzena Investment Management
New York
$33.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$5.03M +$7.88K +267 +0.2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$4.49M +$23.8K +807 +0.5%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$4.1M +$1.05M +35,571 +34%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$4.03M -$1.04M -35,225 -21%
Bank of America
30
Bank of America
North Carolina
$3.91M +$732K +24,792 +23%
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$3.41M -$3.33M -112,792 -49%
EF
32
Empowered Funds
Pennsylvania
$2.9M +$140K +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 +$1.73M +58,683 +208%
Invesco
35
Invesco
Georgia
$2.53M +$96.6K +3,272 +4%
Raymond James Financial
36
Raymond James Financial
Florida
$2.3M +$2.3M +77,891 New
MAM
37
Martingale Asset Management
Massachusetts
$2.3M +$187K +6,347 +9%
Barclays
38
Barclays
United Kingdom
$2.16M +$194K +6,582 +10%
Creative Planning
39
Creative Planning
Kansas
$1.8M +$200K +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 +$299K +10,131 +22%
LCM
42
Logan Capital Management
Pennsylvania
$1.49M – – –
Franklin Resources
43
Franklin Resources
California
$1.42M -$6.85K -232 -0.5%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.38M +$38.8K +1,315 +3%
UBS AM
45
UBS AM
Illinois
$1.3M -$111K -3,754 -8%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$1.21M -$543K -18,400 -31%
IWA
47
IVC Wealth Advisors
Pennsylvania
$1.18M – – –
Citigroup
48
Citigroup
New York
$1.18M +$65.9K +2,234 +6%
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$1.17M +$476K +16,138 +69%
CIA
50
Compass Ion Advisors
Pennsylvania
$1.09M +$2.72K +92 +0.2%
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