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Univest Financial
UVSP

Overview Fund Activity

180 hedge funds and large institutions have $677M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
67
Reduced
51
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 Market Value Shares Shares
Change 		Shares
Change %
HSA
51
Hussman Strategic Advisors
Maryland
$1.26M 42,000 – –
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$1.22M 40,632 +899 +2%
IWA
53
IVC Wealth Advisors
Pennsylvania
$1.2M 40,107 – –
SAM
54
Smartleaf Asset Management
Massachusetts
$1.13M 37,049 -2,117 -5%
CIA
55
Compass Ion Advisors
Pennsylvania
$1.12M 37,144 +97 +0.3%
AllianceBernstein
56
AllianceBernstein
Tennessee
$1.06M 35,306 +9,250 +36%
CCIA
57
Campbell & Co Investment Adviser
Maryland
$958K 31,900 +7,343 +30%
EFG
58
Everhart Financial Group
Ohio
$952K 31,677 +3,228 +11%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$935K 31,132 – –
Legal & General Group
60
Legal & General Group
United Kingdom
$920K 30,612 +2,291 +8%
Citigroup
61
Citigroup
New York
$833K 27,721 -7,137 -20%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$808K 26,891 -333 -1%
WCM
63
Wedge Capital Management
North Carolina
$806K 26,837 +40 +0.1%
Teacher Retirement System of Texas
64
Teacher Retirement System of Texas
Texas
$787K 26,205 -8,682 -25%
BBA
65
BLB&B Advisors
Pennsylvania
$764K 25,418 +1 +0%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$672K 22,354 +369 +2%
CSS
67
Cubist Systematic Strategies
Connecticut
$671K 22,343 +22,343 New
Deutsche Bank
68
Deutsche Bank
Germany
$651K 21,684 -4,248 -16%
Victory Capital Management
69
Victory Capital Management
Texas
$631K 21,000 -8,350 -28%
SO
70
STRS Ohio
Ohio
$631K 21,000 – –
Connor, Clark & Lunn Investment Management (CC&L)
71
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$629K 20,927 -5,865 -22%
BWP
72
Bernardo Wealth Planning
Pennsylvania
$621K 20,688 +8,755 +73%
XT
73
XTX Topco
Cayman Islands
$620K 20,653 +12,857 +165%
Wells Fargo
74
Wells Fargo
California
$607K 20,214 +910 +5%
Principal Financial Group
75
Principal Financial Group
Iowa
$606K 20,176 +20,176 New
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