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Univest Financial

208 hedge funds and large institutions have $766M invested in Univest Financial in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

6% more capital invested

Capital invested by funds: $722M → $766M (+$43.9M)

6% more funds holding

Funds holding: 197208 (+11)

2.16% more ownership

Funds ownership: 77.46%79.62% (+2.2%)

86% less call options, than puts

Call options by funds: $236K | Put options by funds: $1.67M

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
78
Reduced
54
Closed
16
Calls
$236K
Puts
$1.67M
Net Calls
-$1.43M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$7.02M +$5.28M +156,228 +320%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$6.8M -$226K -6,679 -3%
Millennium Management
28
Millennium Management
New York
$6.4M +$3.75M +110,897 +146%
VFT
29
Vanguard Fiduciary Trust
Pennsylvania
$6.25M +$6.17M +182,515 New
N
30
Nuveen
North Carolina
$5.19M -$170K -5,036 -3%
ECA
31
Endeavour Capital Advisors
Connecticut
$4.75M -$3.66M -108,116 -44%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$4.65M -$215K -6,352 -4%
EF
33
Empowered Funds
Pennsylvania
$4.48M +$4.42M +130,764 New
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$4.01M +$3.95M +116,920 New
Man Group
35
Man Group
United Kingdom
$3.72M +$2.94M +86,994 +401%
SG Americas Securities
36
SG Americas Securities
New York
$3.4M +$2.62M +77,594 +360%
TI
37
Trexquant Investment
Connecticut
$3.27M +$1.33M +39,463 +71%
Raymond James Financial
38
Raymond James Financial
Florida
$3.2M -$56K -1,655 -2%
JP Morgan Chase
39
JP Morgan Chase
New York
$3.19M -$1.39M -41,213 -30%
MAM
40
Martingale Asset Management
Massachusetts
$3.19M +$496K +14,677 +19%
State of New Jersey Common Pension Fund D
41
State of New Jersey Common Pension Fund D
New Jersey
$3.02M
Creative Planning
42
Creative Planning
Kansas
$2.62M +$35.2K +1,041 +1%
Prudential Financial
43
Prudential Financial
New Jersey
$2.5M -$593K -17,550 -19%
UBS AM
44
UBS AM
Illinois
$2.35M +$371K +10,972 +19%
Citadel Advisors
45
Citadel Advisors
Florida
$2.33M +$1.85M +54,739 +415%
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$2.25M -$867K -25,647 -28%
IQI
47
Integrated Quantitative Investments
Washington
$2.21M +$1.37M +40,617 +169%
Franklin Resources
48
Franklin Resources
California
$2.09M +$305K +9,008 +17%
AG
49
Algert Global
California
$2.02M +$319K +9,440 +19%
UBS Group
50
UBS Group
Switzerland
$1.98M +$249K +7,363 +15%