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Univest Financial
UVSP

Overview Fund Activity

179 hedge funds and large institutions have $646M invested in Univest Financial in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
57
Reduced
60
Closed
11
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$4.95M
2
UBS Group
2
UBS Group
Switzerland
$5.69M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$48.1M
5
Jane Street
5
Jane Street
New York
$1.47M

Top Sellers

1
State Street
1
State Street
Massachusetts
$24.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.4M
3
Prudential Financial
3
Prudential Financial
New Jersey
$2.46M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$8.75M
5
RA
5
Royce & Associates
New York
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
26
Allianz Asset Management
Germany
$4.95M +$4.95M +174,631 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$4.28M -$33.6K -1,183 -0.8%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$4.27M +$323K +11,399 +8%
Bank of America
29
Bank of America
North Carolina
$3.74M -$12.2K -431 -0.3%
RA
30
Royce & Associates
New York
$3.72M -$1.45M -51,115 -28%
NL
31
Nuveen LLC
North Carolina
$3.38M +$3.38M +119,324 New
EF
32
Empowered Funds
Pennsylvania
$2.91M +$116K +4,087 +4%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$2.84M -$435K -15,332 -13%
State of New Jersey Common Pension Fund D
34
State of New Jersey Common Pension Fund D
New Jersey
$2.55M +$76.3K +2,692 +3%
Prudential Financial
35
Prudential Financial
New Jersey
$2.46M -$2.45M -86,390 -50%
Raymond James Financial
36
Raymond James Financial
Florida
$2.27M +$56.9K +2,005 +3%
Invesco
37
Invesco
Georgia
$2.25M -$188K -6,636 -8%
MAM
38
Martingale Asset Management
Massachusetts
$2.21M +$5.96K +210 +0.3%
Two Sigma Investments
39
Two Sigma Investments
New York
$1.93M +$1.05M +37,040 +119%
Creative Planning
40
Creative Planning
Kansas
$1.62M -$106K -3,727 -6%
Barclays
41
Barclays
United Kingdom
$1.6M -$473K -16,676 -23%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.6M -$22.7K -800 -1%
Jane Street
43
Jane Street
New York
$1.47M +$1.47M +51,728 New
LCM
44
Logan Capital Management
Pennsylvania
$1.43M – – –
Franklin Resources
45
Franklin Resources
California
$1.36M -$6.21K -219 -0.5%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$1.33M +$173K +6,100 +15%
UBS AM
47
UBS AM
Illinois
$1.33M +$82.3K +2,902 +7%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$1.27M -$51.5K -1,815 -4%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.24M +$809K +28,516 +187%
PAM
50
Panagora Asset Management
Massachusetts
$1.21M +$549K +19,352 +83%
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