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Univest Financial
UVSP

Overview Fund Activity

182 hedge funds and large institutions have $678M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
67
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.3M
2
Millennium Management
2
Millennium Management
New York
$4.02M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$10.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.14M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.35M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$26.7M
2
BlackRock
2
BlackRock
New York
$97.1M
3
Ameriprise
3
Ameriprise
Minnesota
$6.24M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
UBS Group
5
UBS Group
Switzerland
$4.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$4.99M +$1.03M +34,220 +26%
NL
27
Nuveen LLC
North Carolina
$4.8M +$1.22M +40,604 +34%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$4.48M -$55K -1,830 -1%
UBS Group
29
UBS Group
Switzerland
$4.18M -$1.85M -61,679 -31%
Millennium Management
30
Millennium Management
New York
$4.02M +$4.02M +133,663 New
RA
31
Royce & Associates
New York
$3.95M – – –
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$3.82M -$700K -23,312 -15%
Two Sigma Investments
33
Two Sigma Investments
New York
$3.35M +$1.31M +43,569 +64%
EF
34
Empowered Funds
Pennsylvania
$3.17M +$94.8K +3,157 +3%
Raymond James Financial
35
Raymond James Financial
Florida
$2.99M +$594K +19,774 +25%
Prudential Financial
36
Prudential Financial
New Jersey
$2.78M +$173K +5,771 +7%
State of New Jersey Common Pension Fund D
37
State of New Jersey Common Pension Fund D
New Jersey
$2.7M – – –
UBS AM
38
UBS AM
Illinois
$2.59M +$1.18M +39,289 +84%
MAM
39
Martingale Asset Management
Massachusetts
$2.35M +$8.2K +273 +0.3%
Barclays
40
Barclays
United Kingdom
$2.31M +$615K +20,480 +36%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$2.27M +$862K +28,700 +61%
Creative Planning
42
Creative Planning
Kansas
$2.14M +$419K +13,939 +24%
Invesco
43
Invesco
Georgia
$1.92M -$461K -15,352 -19%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.66M -$27K -900 -2%
Franklin Resources
45
Franklin Resources
California
$1.5M +$63.7K +2,121 +4%
LCM
46
Logan Capital Management
Pennsylvania
$1.46M -$54.9K -1,827 -4%
Jane Street
47
Jane Street
New York
$1.44M -$111K -3,697 -7%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$1.34M -$7.36K -245 -0.5%
PAM
49
Panagora Asset Management
Massachusetts
$1.28M -$571 -19 -0%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.28M -$31.2K -1,040 -2%
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